GMI · TECHNOLOGY OBSERVATORY // ALL SYSTEMS NOMINAL
ENGINEERED BY LEOPARD DATA

Grade My Investments Technology Architecture

Explore the comprehensive technology stack and architecture powering the Grade My Investments platform.

System Components

The Grade My Investments platform is built on a modern, scalable architecture using .NET 10, Blazor, Azure services, and MySQL. Explore each component of our technology stack below.

Platform Overview
rendering diagram…
flowchart LR
  subgraph CLIENTS[Clients]
    cw[Client Web<br/>Blazor WASM]:::app
    aw[Admin Web<br/>Blazor]:::app
    mob[MAUI Mobile]:::app
  end
  api[Azure Functions API]:::svc
  subgraph BG[Background Services]
    re[Report Engine]:::svc
    ml[ML.NET Forecasting]:::svc
    bill[Billing Engine]:::svc
    notif[Email and SMS]:::svc
  end
  db[(MySQL)]:::data
  blob[(Blob Storage)]:::data
  subgraph EXTERNAL[External Services]
    fmp[FMP Market Data]:::ext
    claude[Anthropic Claude]:::ext
    stripe[Stripe]:::ext
  end
  cw --> api
  aw --> api
  mob --> api
  api --> db
  api --> blob
  api --> re
  re --> ml
  re --> fmp
  re --> blob
  bill --> stripe
  re --> notif
  api --> claude
  classDef app fill:#1f2630,stroke:#C0894E,color:#F3EFE8;
  classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
  classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
  classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
Grade My Investments — end-to-end platform at a glance

About Grade My Investments

What is Grade My Investments?

Overview of the Grade My Investments platform, features, and value proposition.

Learn More
History of Grade My Investments

Development timeline, evolution, and key milestones of the platform.

View Timeline
Demo Setup

How to set up and run Grade My Investments demonstrations and proof-of-concepts.

Setup Guide
What is this Technology Website?

Purpose, audience, and content of this comprehensive technology documentation site.

About This Site
Meet the Solutions Architect

Learn about Allan Edwards, the architect who designed, built, and deployed Grade My Investments in 6 months.

Meet Allan

Reports - The Heart of Grade My Investments

Modular Report Architecture

Future-ready modular system with Alpha, Beta, Charlie, and Delta generators for specialized analysis needs.

View Architecture
Report Generator Alpha

The original .NET Console application that processes database jobs and generates Excel/JSON reports.

View Alpha
Report Output Organization

How reports are generated, organized, stored in Azure Blob Storage, and delivered to users.

View Organization
Report Insights

Deep dive into actionable insights, analytics, and intelligence delivered by Grade My Investments reports.

View Insights
Sample Reports Project

Live examples from Job #64 featuring actual report outputs including Magnificent 7 portfolio analysis.

View Samples
Machine Learning Reports

ML.NET sentiment forecasting, financial predictions, and intelligent analytics integrated into Excel reports.

View ML Reports

System Architecture

Database Schema

MySQL database design, tables, relationships, and data models.

Explore Schema
Data Access Layer

Entity Framework Core implementation, repositories, and data patterns.

View Data Layer
Azure Functions

Serverless API layer, HTTP triggers, and cloud functions architecture.

Functions Layer
System Patterns

Design patterns, architectural patterns, and best practices used.

View Patterns
Azure Architecture

Cloud infrastructure, Azure services, and deployment architecture.

View Infrastructure
Multi-Threaded Report Engine

Parallel processing, rate limiting, and high-performance report generation.

View Engine
Third-Party Integrations

Stripe payments, Twilio messaging, and FMP financial data integration.

View Integrations
Job Architecture

Report generation workflow, job processing pipeline, and status management.

View Jobs
Blob Storage Architecture

Azure Blob Storage design, file organization, and lifecycle management.

View Storage
Testable Architecture

Comprehensive testing strategy with 695 unit and integration tests across testability patterns.

View Testing
Machine Learning Architecture

ML.NET integration, sentiment analysis models, time series forecasting, and AI-powered financial insights.

View ML Architecture

Applications

Client Web App

Blazor Server application for end-users with interactive components.

Client App
Admin Web App

Administrative interface for system management and configuration.

Admin Interface
MAUI Mobile App

Cross-platform mobile application built with .NET MAUI framework.

Mobile App

Deployment & Operations

Background Services

SMS sender, email sender, report engines, and automated system services.

View Services
CI/CD Process

Azure DevOps pipelines, automated testing, and deployment workflows.

CI/CD Pipeline
System Architecture

High-level overview of complete system architecture and data flow.

View Architecture
System Security

Security measures, authentication, authorization, and data protection.

Security Overview
Logging & System Visibility

Comprehensive logging, monitoring, and system observability infrastructure.

View Monitoring
Platform Telemetry

Real-time admin email notifications and granular activity logging across all user interactions.

View Telemetry
Infrastructure as Code

Using Pulumi with C# to define and deploy Azure infrastructure through code.

View IaC

Development

Using AI

AI integration, Claude API file analysis, machine learning models, and intelligent automation.

AI Features
Development Tools

IDEs, testing frameworks, debugging tools, and development workflow.

View Tools
Source Control Management

Trunk-based development with Azure DevOps Git, featuring master and develop branches.

View Strategy
Why Microsoft Technology

Strategic decision to build primarily on Microsoft technology, complemented by best-of-breed services.

Learn Why
Syncfusion Components

Enterprise Blazor UI components including data grids, tree views, spreadsheet viewer, and charts.

View Components
Browser Strategy

Cross-browser support across Chrome, Edge, Brave, Firefox and Safari — tested on desktop and mobile, including iOS Safari and Chrome Mobile.

View Strategy
Market Data Integration

FMP market data with a token-bucket rate limiter, exponential backoff, and dual-layer proxy caching across 13+ endpoints.

View Integration
Billing Architecture

Stripe two-pass billing on a durable run queue, with per-account auditing and failed-payment reconciliation.

View Billing
Data Retention & Lifecycle

Transactional mark–purge–confirm file deletion with batching across Azure and Azurite blob storage.

View Lifecycle
Secrets Management

Azure Key Vault with a custom secret manager, managed identity, and kebab–to–config mapping for 10+ secrets.

View Secrets
Technology Stack at a Glance

A single reference of every layer, framework, and version powering the platform.

View Stack
Accessibility & WCAG

Our accessibility foundation — ARIA, semantic HTML, Syncfusion WCAG support — plus an honest roadmap.

View Accessibility
Disaster Recovery

35-day backups, zone-redundant storage, self-healing services, and a clearly-scoped continuity roadmap.

View DR
Data Privacy & Compliance

GDPR data export, AES-256 encryption, PII redaction, and honest forward-looking commitments.

View Privacy
Technology Stack

Modern, scalable technology stack powering Grade My Investments' comprehensive platform.

  • .NET 10
  • Blazor Server
  • Entity Framework Core
  • MySQL Database
  • Azure Functions
  • Azure DevOps
  • ML.NET
  • Bootstrap 5
  • Stripe API
  • Twilio API
  • FMP API
  • Anthropic Claude API
Platform Stats
  • 58 Technology Pages
  • 32 .NET Projects
  • 312 API Endpoints
  • 79 Client Web Pages
  • 59 Admin Web Pages
  • 51 MAUI Mobile Views
  • 695 Unit & Integration Tests
  • 270K+ Lines of Code
  • 67 Database Tables
  • Primarily Microsoft Stack
Development Scale

Grade My Investments' 270K+ lines of code across 32 projects represents a large-scale enterprise system. This scale would typically require 10+ developers working for 2+ years. Built with AI-assisted development in less than 6 months.