SaaS Platform Features
Complete inventory of production-ready SaaS capabilities built into the Grade My Investments platform.
flowchart LR
subgraph COMM[Communication - Support]
C1[Support Requests]:::svc
C2[Feature Requests]:::svc
C3[Bug Reports]:::svc
C4[Blog - KB - Changelog]:::ext
end
subgraph ACCT[Account Management]
A1[Google OAuth]:::sec
A2[Registration - Approval]:::app
A3[Session - Idle Timeout]:::sec
end
subgraph BILL[Billing - Payments]
B1[Stripe - PCI]:::svc
B2[Usage-Based Billing]:::svc
B3[Coupons - Free Tier]:::svc
B4[P-L Analytics]:::data
end
subgraph AI[AI - Reports]
R1[Report Generation]:::app
R2[Claude AI Analysis]:::svc
R3[ML Forecasts]:::svc
R4[Multi-Format Output]:::data
end
subgraph SEC[Security]
S1[AES-256 - TLS 1.2+]:::sec
S2[OWASP Top 10]:::sec
S3[Rate Limiting - CSP]:::sec
end
COMM --> ACCT
ACCT --> BILL
BILL --> AI
AI --> SEC
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;
classDef sec fill:#1d2733,stroke:#5cc8e0,color:#eafaff;SaaS Platform Features
Grade My Investments includes a comprehensive suite of SaaS platform features that provide a complete, production-ready customer experience — from account management to customer support to billing.
1. Customer Communication & Support
Support Request System
Submit and track support tickets from web and mobile. Admin review with response SLA (2–4 hours). Email notifications to admin on new requests, email to user on admin response. Priority levels (Critical, General).
Feature Request System
Users submit feature ideas with categories (Reports, AI, Markets, Platform, Billing). Admin tracks status (New, Under Review, Planned, In Progress, Completed, Declined) with notes.
Bug Report System
Structured bug reporting with severity levels, steps to reproduce, expected/actual behavior, browser/device info. Admin triage with status tracking.
Platform Feedback
Smile/frown sentiment feedback from any page. Works for public and logged-in users. Admin dashboard with sentiment analytics.
Email Notifications
SendGrid-powered email queue with retry logic. Report completion notifications, account alerts, support response notifications.
SMS Notifications
Text message alerts for report completion. Opt-in/opt-out management.
Admin Notification Emails
Configurable admin email addresses receive real-time alerts for new accounts, support requests, bug reports, feature requests, feedback.
Blog System
Admin-managed blog with rich content, categories, and publish/draft workflow. Public-facing blog page with investor insights and platform updates.
Knowledge Base
Self-service help center with categorized articles, search, and admin content management. Reduces support ticket volume.
Announcements
Platform-wide announcement system for important updates, new features, and service notices displayed to all users.
Database-backed Changelog
Version history and release notes managed through the admin interface. Users can browse platform changes and new feature additions.
Maintenance Windows
Scheduled maintenance window management with user-facing banners and admin scheduling interface for planned downtime.
Email Preference Center
Granular email opt-in/opt-out controls allowing users to manage which types of communications they receive.
Account Data Export
Users can export their account data for portability and compliance. Supports data transparency and privacy requirements.
2. Account Management
Google OAuth Sign-In
Delegated authentication via Google. No passwords stored.
Account Registration & Approval
Self-service registration with admin review workflow.
Email Validation
Email verification required before payment and report access.
Profile Management
First name, last name, phone, address, preferences.
Session Management
60-minute idle timeout with automatic logout.
Mobile App Authentication
PKCE flow for iOS, Android, Mac Catalyst.
3. Billing & Payments
Stripe Integration
PCI-compliant payment processing. Credit card management.
Usage-Based Billing
Pay per report ($0.30/symbol). Storage charges ($2/GB/month). No subscriptions.
Invoice Generation
Monthly automated invoicing on first business day.
Billing Dashboard
Pending charges, payment history, usage breakdown.
Coupon Codes
Promotional discount system.
Free Tier & Coupon System
First 50 symbols free via coupon. Promotional discount system with per-symbol limits and one-time use enforcement.
Free Account Management
Admin-designated free accounts for test users, employees, and evaluators. Bypasses credit card requirement and Stripe billing while tracking all usage for cost analysis.
Internal Cost Tracking & P&L
Every charge records both customer price and GMI's internal cost (FMP API, Claude tokens, Azure storage). Full profit & loss analytics with service-level margin breakdown and 12-month trends.
Operational Expense Management
Manual expense entries (hosting, marketing, domain, FMP contract) with category tracking, monthly bucketing, and integration into P&L analytics dashboards.
4. Report Generation & AI Analysis
AI Report Dashboard
Interactive visual portfolio summary with KPIs, charts, financial deep dives.
Claude AI Integration
Ask Claude for portfolio analysis, file analysis, report comparisons.
ML-Powered Analytics
Revenue, debt, cash flow, equity forecasts. Health scores. Sentiment analysis.
Multi-Format Reports
Excel workbooks, interactive HTML reports, raw JSON data.
Report Comparison
Compare two report runs to track portfolio changes over time.
File Manager
Folder tree with upload, download, rename, delete, color coding.
Stock Health Badges
At-a-glance ratings on every symbol: Unprofitable, Persistent Losses (red tier), Cash Positive (green sub-badge). Surfaced across web, MAUI, and Excel.
Forward Projection Charts
Quarterly P/E projection, 4-multiple valuation, Margin Trajectory, Cash Runway, Dividend Yield, and Quarters-to-Justify-PE — across all three GUIs and per-symbol Excel sheets.
MetricHelpIcon Tooltips
Every metric carries an inline tooltip with definition and data window, driven by a shared documentation registry. The same registry powers Excel column tooltips and a "How to Read" index sheet.
5. Security & Compliance
Azure-Managed AES-256 Encryption
Server-side encryption at rest for database and blob storage.
TLS 1.2+ In Transit
All communications encrypted.
OWASP Top 10 Compliance
Addressed across all platform layers.
Investment Disclaimer System
Disclaimers on every page, in every AI prompt, in every generated report. SEC/FINRA compliance language.
AI Guardrails
Claude prompts include compliance requirements preventing personalized investment recommendations.
HTML Sanitization (XSS Prevention)
Server-side HTML sanitizer strips script tags, event handlers, javascript URIs, and dangerous CSS from all user-facing content rendering.
API Rate Limiting
Token-bucket rate limiting per account and per IP. Configurable limits for authenticated (100/min) and anonymous (30/min) requests with automatic cleanup.
Security Headers (HSTS, CSP)
HSTS with 1-year max-age, Content Security Policy, X-Frame-Options DENY, X-Content-Type-Options nosniff, and Referrer-Policy on all API responses.
GDPR Data Export
Full account data export (GDPR Article 15/20) with async ZIP generation. Exports include profile, files, charges, payments, invoices, and activity logs.
6. Platform Operations
Activity Logging
Full telemetry of user actions across web, admin, and mobile.
Audit Trail
Complete audit logging of administrative operations.
Health Monitoring
Automated system health checks with email alerts.
Background Job Processing
Queue-based report generation, email sending, SMS sending.
Infrastructure as Code
Pulumi-managed Azure resources for dev and production.
7. Multi-Platform Delivery
Client Web (Blazor WASM)
70 pages, full-featured investor portal.
Admin Web (Blazor Server)
52 pages, complete operations management.
MAUI Mobile App
46 views, iOS + Android + Mac Catalyst with full feature parity.
Technology Documentation Site
58 pages of architecture documentation.
Platform Stats
- 4 Customer Communication Channels
- 312 API Endpoints
- 67 Database Tables
- 270K+ Lines of Code
- 32 .NET Projects
- 3 Client Platforms (Web, Admin, Mobile)
Key Differentiator
Most SaaS platforms take 2+ years to build out customer support, feedback, and billing systems. Grade My Investments ships with all of these from day one.