The Opportunity
License or Acquire Proven Trading Intelligence Technology
$150,000
(operate your own branded platform)
$600,000
(own the entire technology and IP)
Technology Status
Advanced RAG system with real-time data pipeline operational
Monthly Revenue Potential
$15,000 - $100,000 within 12 months
Multiple Revenue Streams
5 different business applications from one platform
- 73% of retail traders lose money because they lack institutional intelligence
- Fund managers spend $50K+/year on fragmented data services
- Day traders can't track what insiders and politicians are actually trading
- Options traders miss critical whale movements that predict price action
- Your Solution: AI that instantly shows insider trades on charts with predictive insights
What You're Licensing Or Acquiring
Core Technology Platform
The Technology Stack Includes:
Real-Time Data Pipeline
Polygon.io integration for live market data + options flow
Insider Intelligence Engine
SEC EDGAR, Congressional trades, 13F filings processing
RAG-Powered AI Analysis
GPT-4o generates contextual insights for every trade
Chart Overlay System
TradingView integration with trade markers and technical indicators
Pattern Recognition
Historical correlation between insider trades and price movements
Vector Database
Weaviate-powered search across millions of trades
Alert System
Multi-channel notifications (email, SMS, webhook, Discord)
Five Businesses from One Platform
1. Retail Trader Intelligence Service
- Target Market: Active day traders, swing traders
- Pricing Model: $49.99/month basic, $149.99/month premium
- Value Prop: See what Congress and insiders trade before mainstream media
- Market Size: 10M+ active traders in US alone
2. Institutional Whale Tracker
- Target Market: Small funds, family offices, RIAs
- Pricing Model: $999-2,999/month per organization
- Value Prop: Track competitor positions and large block trades in real-time
- Market Size: 15,000+ small funds managing <$100M
3. Options Flow Analytics
- Target Market: Options traders, market makers
- Pricing Model: $199/month unlimited analysis
- Value Prop: AI explains unusual options activity with 87% accuracy
- Market Size: 500K+ active options traders
4. Trading Education Platform
- Target Market: Trading educators, Discord/YouTube influencers
- Pricing Model: $499/month white-label, 30% revenue share available
- Value Prop: Teach followers using real insider data and AI insights
- Market Size: 5,000+ trading educators with paid communities
5. API Service for Developers
- Target Market: Fintech apps, trading platforms, brokers
- Pricing Model: $0.01 per API call or $5,000/month unlimited
- Value Prop: Add insider intelligence to any platform via simple API
- Market Size: 500+ trading apps and platforms
Investment Options
Option 1: License & White Label - $150,000
Perfect for: Entrepreneurs who want to operate their own branded trading intelligence platform
What You Get:
Technology Rights
Full platform access with your branding
White-label deployment on your domain
Customizable UI/UX within framework
All 5 revenue streams activated
Unlimited users and data access
Technical Package
Complete source code access (read-only)
API documentation and integration guides
Cloud infrastructure setup (your AWS account)
Real-time data pipeline configuration
AI model access and prompt templates
Business Assets
Proven marketing playbooks worth $50K
Sales scripts and conversion funnels
Customer onboarding sequences
Email templates and campaigns
Partnership agreement templates
Support & Training:
60-day intensive launch program
Weekly calls for first 3 months
12 months technical support included
Quarterly AI model updates
Access to licensee mastermind group
Financial Projections
Month 1-3: 200 users @ $75
avg = $15,000/month
Month 4-6: 500 users @ $75
avg = $37,500/month
Month 7-12: 1,000 users @ $75
avg = $75,000/month
Year 1 Revenue: ~$450,000
Year 2 Target: $1,200,000+
ROI: 300% Year 1
Ongoing Costs
Data feeds: ~$2,500/month (Polygon.io + QuiverQuant)
Infrastructure: ~$1,000-3,000/month (scales with users)
Optional support after Year 1: $1,000/month
Option 2: Full Acquisition - $600,000
Perfect for: Companies wanting to own and control the entire technology stack
What You Get:
Complete Ownership
- 100% IP rights and source code
- All patents, trademarks, and assets
- Complete control over development
- No revenue sharing or ongoing fees
- Freedom to modify, resell, or license
Technology Transfer
- Full source code with documentation
- Database schemas and architecture
- AI model training data and parameters
- All API keys and integrations transferred
- Development environment and CI/CD pipelines
Business Transfer
- Existing customer base (if any)
- All marketing materials and campaigns
- Brand assets and domains
- Partner relationships and agreements
- Historical data and analytics
Transition Support:
- 90-day comprehensive handover
- Development team available for consultation
- Complete knowledge transfer
- Help hiring technical team if needed
- 6 months of critical bug fixes included
Value Proposition
- Development: $400K-600K (12-18 months)
- Data Pipeline: $100K setup
- AI Development: $150K
- Testing & Launch: $100K
- Total Build: $750K-950K + 18 months
- Immediate market entry
- Proven technology (6 months live)
- Existing revenue potential
- No development risk
- 18 months time saved
Revenue Potential with Full Control
- Year 1: $600K-1M revenue
- Year 2: $2M-4M revenue
- Year 3: $5M-10M revenue
- Strategic acquisition: 3-5x revenue
- Competitor rollup: $3M-5M
- PE exit: 4-6x EBITDA
Interactive Demo Artifact
Try the Platform Live – See Insider Intelligence in Action
What You’ll Experience in the Demo:
Real Chart with Live Data
- Select any ticker (NVDA, AAPL, SPY)
- See actual insider trades plotted on price charts
- Color-coded markers: Red (Politicians), Green (Insiders), Blue (Funds)
AI-Generated Insights
- Click any trade marker
- Get instant AI analysis: "Nancy Pelosi bought NVDA calls here. RSI was 78 (overbought). Historical pattern: 6 of 8 similar trades saw 3% pullback within 5 days."
Pattern Recognition
- View success rates of following specific traders
- See correlation between technical indicators and insider trades
- Predictive signals based on historical patterns
Alert Configuration
- Set up sample alerts: "Notify when any Senator trades tech stocks"
- Test webhook integrations
- Preview mobile notifications
Demo Access: Click “Launch Interactive Demo” to experience the platform with sample data. No login required. Full historical data from 2024 included for testing.
Realistic Financial Model
Revenue Model Breakdown
Customer Acquisition:
● Cost per customer: $85 (blended)
● Conversion rate: 2.5% from free trial
● Trial-to-paid: 40%
● Monthly churn: 8% average
Revenue Streams:
● Retail Subscriptions: 70% of revenue
● Institutional: 15% of revenue
● API Access: 10% of revenue
● Education/White-label: 5% of revenue
Unit Economics:
● Average Revenue Per User: $67/month
● Gross Margin: 82% after costs
● CAC Payback: 6-8 months
● LTV:CAC Ratio: 4.2:1
Scaling Projections:
● Year 1: Focus on retail (1,000-2,000 users)
● Year 2: Add institutional (50-100 accounts)
● Year 3: API partnerships (10-20 integrations)
Revenue Multiple Paths:
● Direct B2C: $2-3M potential
● B2B2C through brokers: $5-10M potential
● Data licensing: $1-2M potential
● White-label: $2-3M potential
Operating Expenses
● Data Feeds: $2,499 (Polygon.io Business)
● Additional Data: $500 (QuiverQuant)
● Cloud Infrastructure: $2,000
● AI/LLM Costs: $1,500
● Customer Support: $3,000 (2 part-time)
● Marketing: $5,000-10,000
● Total: ~$15,000-20,000/month
Technology Deep Dive
Current Capabilities (Operational Now)
● Real-time Polygon.io WebSocket (1-second latency)
● SEC EDGAR XML parsing (Form 4, 13F)
● Congressional trade tracking via QuiverQuant
● Options flow processing (sweeps, blocks)
● GPT-4o integration with custom prompts
● Vector database with 2M+ historical trades
● Semantic search across filings
● Pattern recognition (73% accuracy)
● React-based dashboard
● TradingView chart integration
● Real-time trade overlays
● Mobile-responsive design
● Email/SMS via SendGrid/Twilio
● Discord/Telegram bot integration
● Webhook support for custom apps
● Price/volume trigger conditions
Technical Architecture
Core Technology Platform
Data Flow:
- Market Data → Polygon WebSocket → Processing Queue
- Filing Data → SEC API → Parser → Vector DB
- User Request → RAG Retrieval → LLM → Insight
- Insights → Cache → Frontend → User
Tech Stack:
- Backend: Node.js, Python (FastAPI)
- Database: PostgreSQL, Weaviate (vector)
- Queue: RabbitMQ
- Cache: Redis
- Frontend: React, TradingView Lightweight
- Infrastructure: AWS (ECS, RDS, S3)
- AI: OpenAI API, LangChain
Competitive Technical Advantages
| Feature | Our Platform | Unusual Whales | TipRanks |
|---|---|---|---|
| Real-time Options | ✅ 1 second | ✅ 1-5 min | ❌ |
| Insider Trades | ✅ with AI context | ✅ basic | ✅ basic |
| Chart Integration | ✅ native | ❌ external | partial |
| AI Insights | ✅ GPT-4o RAG | ❌ | ❌ |
| Pattern Recognition | ✅ 73% accuracy | ❌ | basic |
| API Access | ✅ full | limited | limited |
| White-label | ✅ | ❌ | ❌ |
Market Validation
Industry Metrics
Total Addressable Market
$15B+ financial data/tools market
Growth Rate
40% YoY in retail trading tools
Average Spend
$1,200/year per active trader
Institutional Spend
$50K-500K/year on data
Proven Demand Indicators
Unusual Whales: $10M+ ARR in 3 years
Congressional trading ETFs: $100M+ AUM
"Nancy Pelosi Portfolio Tracker" app: 500K+ downloads
Reddit WallStreetBets: 15M+ members seeking alpha
Beta Testing Results
6-Month Beta Program:
347 users across 5 cities
71% monthly retention (premium tier)
43% monthly retention (basic tier)
NPS Score: 61 (industry avg: 35)
Key Finding: AI insights increased engagement 3x
Customer Feedback Highlights
Success Enablement
For Licensees: Launch Playbook
Week 1-2: Technical Setup
- Deploy white-label platform
- Configure data feeds
- Customize branding
- Set up payment processing
- Test all systems
Week 3-4: Market Preparation
- Identify target segments
- Customize marketing materials
- Set up ad campaigns
- Build email sequences
- Create content calendar
Month 2: Go-to-Market
- Soft launch to beta group
- Gather feedback and iterate
- Public launch announcement
- Activate paid advertising
- Begin partnership outreach
Month 3-6: Scale
- Optimize conversion funnels
- Expand marketing channels
- Build affiliate program
- Develop strategic partnerships
- Plan feature additions
For Acquirers: Integration Path
Days 1-30: Technical Handover
- Code repository transfer
- Documentation review
- Architecture walkthrough
- Team knowledge transfer
- Development environment setup
Days 31-60: Business Transition
- Marketing assets transfer
- Customer communication
- Vendor relationship handover
- Legal/compliance review
- Hiring plan execution
Days 61-90: Growth Activation
- Product roadmap planning
- Scaling infrastructure
- Team expansion
- Partnership development
- Market expansion strategy
Risk Factors & Mitigation
Regulatory Risks
Potential Issues:
- SEC policy changes on data distribution
- State-level investment advice regulations
- Data privacy laws (GDPR, CCPA)
Mitigation Strategies:
- Clear "information only" disclaimers
- No personalized investment advice
- Compliance templates included
- Legal review in onboarding
Technical Risks
Potential Issues:
- Data provider API changes
- AI model accuracy degradation
- Scaling bottlenecks
Mitigation Strategies:
- Multiple data provider integrations
- Continuous model retraining
- Elastic cloud architecture
- 99.9% uptime SLA
Market Risks
Potential Issues:
- Competition from established players
- Market downturn reducing trader activity
- Price pressure from free alternatives
Mitigation Strategies:
- AI insights as key differentiator
- Multiple revenue streams
- Enterprise/institutional focus option
- Continuous innovation pipeline
Why This Opportunity Now
Perfect Market Timing
- Retail Trading Explosion: 100M+ new traders since 2020
- AI Adoption Wave: ChatGPT normalized AI assistants
- Transparency Trend: Increased demand for insider disclosure
- Technical Readiness: APIs and infrastructure now available
Regulatory Clarity: SEC guidelines established for data distribution
