Viserra: Simplify stock research for retail users with AI-powered data
Aug 2025 - Sep 2025
A stock research platform built in Lovable that helps users explore stocks based on their interests and risk awareness.
Product Designer, Developer, User Researcher
Startup Founder
Rapid Prototyping, Vibe Coding, Lovable, Claude, Gemini
Summary
This is a working build that leverages AI and LLMs to screen stocks, explain complex financial metrics in plain language, and personalize insights based on user preferences. The system demonstrates how AI can turn overwhelming research into accessible insights.
A prototype to quickly test the market.
It goes beyond static screens on Figma — it’s a functional build:)
Viserra is an early-stage fintech startup focused on real estate investing (REITs). The platform brings proprietary financial data into one place, so investors don’t need to search across multiple reports or calculate metrics on their own.
This project is a prototype for an upcoming feature that helps users screen stocks based on their goals, risk tolerance, and industry preferences…etc.
A stock research platform that cuts down hours of research with AI, screening stock candidates and explaining complex financial metrics in plain language.
💻 Frontend
🗄 Backend
📊 Financial Data
🧠 AI + LLM
Onboarding Quiz
Questions about goals, risk comfort, industry preferences, and investing habits help identify which companies align with users’ expectations.
Tailored Candidates
From a user-centric perspective, the system screens stock candidates, integrates API data, and leverages LLMs to generate a brief personalized analysis.
Key industry metrics are explained in plain language, helping users avoid complex financial jargon.
Explore Details
Users can click View Details to access a deeper layer of analysis, including extended explain of financial metrics, historical trends, and AI-generated insights.
The About the Company section provides background to help users understand company's business.
Add to Watchlist
Users can save stocks they are interested in to their Watchlist, allowing them to revisit these candidates later with updated data.
Many retail investors, especially beginners, feel overwhelmed by the amount of research and financial metrics required before making investment decisions. Even after spending time on research, many still don’t know what is suitable for them.
Time Consuming
Knowledge Gap
Hard-to-understand metrics leave beginners overwhelmed and unsure which ones are truly important to focus on.
Limits of Existing Advisors
Financial advisors can offer personalized strategies but charge fees, while robo-advisors often push their own products and lack objectivity.
Help investors save time and reduce confusion by turning complex financial data into personalized insights that support their investment research process.
Click the image and try it out!
What I Learned from AI Prototyping…
What I Learned from building a financial product…