History of Grade My Investments
The evolution of Grade My Investments from concept to comprehensive analytics platform.
flowchart LR
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;
classDef ext fill:#1b1f27,stroke:#5A616B,color:#C4C0B8;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;Timeline Overview
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.
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.
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.
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.
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.
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.
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.
2020-2023Data Source Transition
Successfully navigated IEX Cloud shutdown by transitioning PyEasy to Financial Modeling Prep (FMP) data service, ensuring continuity.
2023-2024Web Platform Vision
Established strategic vision to transform Python desktop reports into comprehensive web-based fiscal reporting platform.
2024AI-Powered Development
Leveraged Anthropic Claude for AI-assisted development, dramatically accelerating Grade My Investments' evolution from concept to reality.
2025 Q1Cloud Platform Launch
Successfully deployed first development release of Grade My Investments in the cloud, transitioning from desktop to comprehensive web platform.
2025 Q3MAUI Mobile Release
Released cross-platform Grade My Investments mobile application using .NET MAUI for iOS, Android, and Windows devices.
2025 Q4Achievements & 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
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
Future Roadmap
- Machine Learning Models
- Real-time Trading API
- Institutional Features
- Global Market Expansion
- Blockchain Integration