Paragon Terminal

Paragon is an AI-powered market intelligence platform—think a Bloomberg for retail traders—with contextual AI analytics, a Trump Tracker for political risk, and a Shariah-compliance screener.

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Inspiration

We set out to build a retail-friendly terminal that blends AI reasoning with verifiable, source-backed data—without being constrained by the old Bloomberg UX. Paragon’s interface uses modern, draggable, expandable tabs so you can rearrange workflows and drill down deeply across market data, SEC filings, and political context, all aligned with ethical finance.

What it does

Paragon Terminal answers natural-language questions about any ticker, producing grounded summaries with transparent sources and a confidence-rated BUY/SELL bias. It streams live prices, analyzes SEC filings (10-K, 10-Q, 8-K, Form 4, DEF 14A), tracks political events, and supports paper trades with auto-journaled rationales. The interface uses draggable, expandable tabs so you can rearrange workflows and drill down deeply, rather than fixed panes.

How we built it

  • Frontend: Next.js 15 + React 19 with Tailwind v4, a command palette for keyboard-first navigation, and multilingual chat UX (Arabic, Chinese, Japanese, Spanish, Russian).
  • Backend: Node.js + Express (TypeScript) powering AI orchestration and data fusion.
  • Intelligence & Data: Perplexity Finance and a Grounded LLM layer for sourced reasoning; Polygon, Finnhub, and FRED for market/economic data; SEC EDGAR for filings; Alpaca for paper trading.
  • Platform: Clerk for auth; Supabase for profiles, trades, journals, watchlists, and AI query history; Resend for alerts and daily recaps.
  • Realtime & Voice: WebSockets for live streams; Web Speech API for voice commands.

Challenges we ran into

  • Harmonizing heterogeneous APIs, rate limits, and error states while keeping latency low.
  • Making AI outputs auditable—consistent citations and provenance for regulatory-sensitive content.
  • Designing Shariah Mode that reliably filters sectors, leverage, and instruments without breaking UX.
  • Managing realtime streams and reconnection logic tied to market hours.
  • Balancing terminal-grade density with approachability for retail users.

Accomplishments we’re proud of

  • Full SEC integration with AI summaries across major forms and insider activity.
  • Pro analytics suite: DCF, WACC, stock screener, peer comparatives, and sentiment.
  • Cohesive Shariah Mode re-filtering data and UI across features.
  • Source transparency with clickable provenance for every insight.

What we learned

Grounding beats generative flair—trust is earned via citations. Realtime terminals demand resilient state and graceful failure handling. Ethical constraints become product advantages when treated as first-class features. Keyboard-first UX measurably improves speed and adoption.

What’s next for Paragon Terminal

Live brokerage integrations, mobile app, advanced alerts, social/copy trading, more asset classes (crypto/FX/options), deeper portfolio risk analytics, backtesting, and expanded AI models. We’ll keep refining Shariah logic and political intelligence to better quantify event-driven impacts.

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