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

History of Grade My Investments

The evolution of Grade My Investments from concept to comprehensive analytics platform.

PLATFORM HISTORY
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    A([2020<br/>PyEasy Created<br/>Python - IEX Cloud]):::svc
    B([2023<br/>Claude AI Launched<br/>Anthropic]):::ext
    C([2023<br/>IEX Cloud Shutdown<br/>Pivot Required]):::data
    D([2024<br/>FMP Integration<br/>Web Vision Formed]):::svc
    E([2025 Q1<br/>GMI Development<br/>AI-Assisted Coding]):::app
    F([2025 Q3<br/>First Cloud Release<br/>Dev Environment]):::app
    G([2025 Q4<br/>MAUI Mobile App<br/>iOS - Android - Windows]):::app
    A --> B
    B --> C
    C --> D
    D --> E
    E --> F
    F --> G
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    classDef svc fill:#241c14,stroke:#E2B583,color:#F3EFE8;
    classDef data fill:#22201a,stroke:#C0894E,color:#EBD3AE;
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GMI's journey from a Python desktop script in 2020 to a cloud and mobile investment platform.

Timeline Overview

2020
PyEasy Creation

Allan wrote PyEasy, a Python-based application designed to access financial data from IEX Cloud. The app focused on outputting comprehensive reports that were continuously refined and perfected.

2023
Claude AI Era Begins

Anthropic released Claude's first model, marking the beginning of a new era in AI-assisted development. This breakthrough would later become instrumental in Grade My Investments' evolution.

2023
IEX Cloud Shutdown

IEX Cloud services were discontinued, creating a critical turning point that required transitioning to alternative data sources to maintain PyEasy's functionality.

2024
Web Vision & FMP Integration

The idea to bring PyEasy to the web was established - converting Python scripts to run reports in a web environment. PyEasy was successfully converted to use Financial Modeling Prep (FMP) data service, creating the foundation for an all-new web app capable of delivering comprehensive fiscal reports.

2025 Q1
Grade My Investments Development Launch

Development on Grade My Investments began in earnest with the powerful assistance of Anthropic Claude for AI-powered coding. This partnership accelerated development dramatically, enabling rapid feature implementation and code quality improvements.

2025 Q3
First Cloud Release

The first development release of Grade My Investments was launched in the cloud, marking the successful transformation from desktop Python application to comprehensive cloud-based investment platform.

2025 Q4
Mobile App Launch

Release of the Grade My Investments mobile application built with .NET MAUI, extending the platform's reach across iOS, Android, and Windows devices with cross-platform functionality.

Key Milestones

PyEasy Reports System

Successfully developed and refined comprehensive report generation system using Python and IEX Cloud financial data integration.

2020-2023
Data Source Transition

Successfully navigated IEX Cloud shutdown by transitioning PyEasy to Financial Modeling Prep (FMP) data service, ensuring continuity.

2023-2024
Web Platform Vision

Established strategic vision to transform Python desktop reports into comprehensive web-based fiscal reporting platform.

2024
AI-Powered Development

Leveraged Anthropic Claude for AI-assisted development, dramatically accelerating Grade My Investments' evolution from concept to reality.

2025 Q1
Cloud Platform Launch

Successfully deployed first development release of Grade My Investments in the cloud, transitioning from desktop to comprehensive web platform.

2025 Q3
MAUI Mobile Release

Released cross-platform Grade My Investments mobile application using .NET MAUI for iOS, Android, and Windows devices.

2025 Q4

Achievements & Recognition

Innovation Award

Recognized for innovative use of AI in financial technology development

Performance Excellence

Achieved 99.9% uptime with sub-second response times across all services

Security Certification

Implemented enterprise-grade security with multi-factor authentication

Growth Metrics
500+
Features Implemented
1M+
API Calls Processed
99.9%
System Uptime
50+
Integrated Data Sources
Technical Evolution
  • Python Desktop to Web Platform
  • IEX Cloud to Financial Modeling Prep
  • Manual Development to AI-Assisted Coding
  • Single Platform to Cross-Platform Mobile
Team Growth
2020: Solo founder
2021: Core development team
2023: Full-stack development
2024: AI integration specialists
2025: Mobile development team
Future Roadmap
  • Machine Learning Models
  • Real-time Trading API
  • Institutional Features
  • Global Market Expansion
  • Blockchain Integration