Grade My Investments Technology Observatory
GMI · TECHNOLOGY OBSERVATORY // ALL SYSTEMS NOMINAL
ENGINEERED BY LEOPARD DATA

Third-Party Integrations

External services powering Grade My Investments' functionality

Integration Architecture

Grade My Investments leverages best-in-class third-party services to provide seamless payment processing, reliable communication, and comprehensive financial data. Our integration architecture ensures security, scalability, and optimal user experience.

8

Core Integrations

99.9%

Uptime SLA

24/7

Monitoring
INTEGRATION MAP
rendering diagram…
flowchart LR
    subgraph GMI[GMI Platform]
        API[Azure Functions API]:::svc
        RPT[Report Engine]:::svc
        BG[Background Services]:::svc
        UI([Client - Admin - MAUI]):::app
    end
    subgraph DATA[Financial Data]
        FMP([FMP - Primary Data]):::ext
    end
    subgraph NOTIFY[Notifications]
        SG([SendGrid Email]):::ext
        TW([Twilio SMS]):::ext
    end
    subgraph PAY[Payments]
        STR([Stripe]):::ext
    end
    subgraph AI[AI Analysis]
        CL([Anthropic Claude]):::ext
    end
    subgraph CLOUD[Azure Services]
        BLOB[(Blob Storage)]:::data
        KV[(Key Vault)]:::sec
        AI2([App Insights]):::svc
    end
    UI --> API
    API --> STR
    RPT --> FMP
    BG --> SG
    BG --> TW
    BG --> CL
    API --> BLOB
    RPT --> BLOB
    API --> KV
    API --> AI2
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;
Eight core external services and how they connect to the GMI platform.

Stripe Payment Processing

Secure Credit Card Processing

Stripe provides our secure payment infrastructure, handling all credit card transactions with industry-leading security and compliance standards.

Key Features:
  • PCI DSS Level 1 Compliance
  • 3D Secure Authentication
  • Real-time Fraud Detection
  • Subscription Management
  • Automated Retry Logic
  • Webhook Integration
Supported Payment Methods:
  • Visa
  • Mastercard
  • American Express
  • Discover
  • Apple Pay
  • Google Pay
Payment Metrics
Success Rate 99.7%
Avg Processing Time 1.2s
Fraud Rate 0.03%
Chargeback Rate 0.12%

SendGrid Email Delivery

Transactional & Notification Email

SendGrid powers all outbound email delivery for Grade My Investments, including report notifications, email verification, admin alerts, and billing communications. The EmailSender console application processes the email queue and dispatches messages through the SendGrid API.

Email Features:
  • Report Delivery Notifications
  • Email Verification Links
  • Admin Event Notifications
  • Billing and Invoice Emails
  • To/Cc/Bcc Support
  • Retry with Failure Tracking (up to 3 attempts)
Implementation:

Database-backed queue (emailstosend table) processed by the EmailSender systemd service using the SendGrid NuGet package (v9.29.3).

Email Metrics
Delivery Rate 99.5%
Max Retries 3
Queue Processing Continuous

Twilio SMS Platform

SMS Notifications

Twilio powers SMS messaging for Grade My Investments, enabling text notifications for report completion, account alerts, and scheduled report delivery. The SmsSender console application processes the SMS queue and dispatches messages through the Twilio API.

SMS Features:
  • Report Completion Alerts
  • Account Notifications
  • Scheduled Report Delivery Alerts
  • Delivery Receipts
  • Retry with Failure Tracking (up to 3 attempts)
Implementation:

Database-backed queue (smstosend table) processed by the SmsSender systemd service using the Twilio NuGet package (v7.8.0).

SMS Metrics
SMS Delivery Rate 99.5%
Max Retries 3
Global Coverage 180+

Financial Modeling Prep (FMP) - Primary Data Provider

Comprehensive Financial Data Platform

Financial Modeling Prep serves as our primary financial data provider, delivering real-time and historical market data, financial statements, and advanced analytics that power Grade My Investments' investment analysis and reporting capabilities.

Data Coverage:
  • 50,000+ Global Stocks
  • 4,000+ ETFs & Mutual Funds
  • 180+ Forex Pairs
  • 15,000+ Cryptocurrencies
  • 30+ Commodities
  • Global Indices
Historical Data:
  • 20+ Years Historical Pricing
  • Financial Statements (10+ Years)
  • Dividend History
  • Stock Splits & Corporate Actions
Real-Time Data:
  • Live Stock Quotes
  • Intraday Charts (1min intervals)
  • Market News & Events
  • Earnings Calendar
  • Economic Indicators
Financial Analytics:
  • Financial Ratios
  • DCF Valuations
  • Technical Indicators
  • ESG Scores
  • Analyst Estimates
Integration Architecture:
High Performance
  • • 1000 requests/minute
  • • Sub-second response times
  • • CDN-accelerated delivery
Reliability
  • • 99.9% uptime SLA
  • • Exponential backoff retry (1s, 2s, 4s)
  • • Auto-retry on 429 rate limits & 5xx errors
  • • Data quality validation
Scalability
  • • Enterprise-grade API
  • • Bulk data endpoints
  • • Efficient caching layer
FMP Usage Statistics

2.5M+

Daily API Calls

250ms

Avg Response Time

99.97%

Data Accuracy

24/7

Market Coverage
Primary API Endpoints:
  • /stable/quote?symbol={symbol} - Real-time quotes
  • /stable/historical-price-eod/full?symbol={symbol} - Historical data
  • /stable/income-statement?symbol={symbol} - Financial statements
  • /stable/key-metrics?symbol={symbol} - Financial ratios
  • /stable/stock-news - Market news
  • /stable/earnings - Earnings calendar
  • /stable/technical-indicator?symbol={symbol} - Technical analysis
  • /stable/stock-screener - Stock screening

Anthropic Claude AI - Intelligent File Analysis

AI-Powered Document Analysis & Interactive Console

Anthropic's Claude API powers Grade My Investments' intelligent file analysis feature. Users right-click any file or folder and select "Analyze with Claude" to receive detailed financial insights, risk assessments, and actionable recommendations. The Claude Console provides real-time interactive Q&A about files.

Supported File Types:
  • PDF documents (native Claude PDF support)
  • Spreadsheets (CSV, XLSX, XLS)
  • Documents (DOCX, DOC, TXT, MD)
  • Data files (JSON, XML)
  • Images via Claude Vision (PNG, JPG, GIF, BMP, WEBP)
  • Batch analysis of entire folder trees
Available Models:
  • Claude Sonnet 4.6 — Recommended. Best balance of quality and cost.
  • Claude Opus 4.7 — Deep analysis for complex financial documents.
  • Claude Haiku 4.5 — Quick summaries at the lowest cost.
Analysis Output:

Each analysis produces a DOCX report covering:

  • Summary — What the file contains and its purpose
  • Key Findings — Notable data points, trends, and patterns
  • Risk Assessment — Risks, anomalies, and concerns
  • Actionable Insights — Specific recommendations
  • Data Quality — Missing data and inconsistencies
Processing Architecture
Batch Size 5 files
Concurrency 3 parallel
Max Retries 3 attempts
Max File Size 25 MB
Poll Interval 15 seconds
Pricing (80% Markup)
Typical file ~$0.15
Sonnet input $5.40/1M
Sonnet output $27.00/1M
Integration Architecture:
Estimation & Billing
  • Token estimation by file type
  • Cost shown before confirmation
  • Charge recorded per analysis
  • Cancellation with partial refund
Background Processor
  • Dedicated console app on Azure VM
  • Queue-based with rate limiting
  • Exponential backoff (5s/15s/45s)
  • Stale request recovery
Output Generation
  • Markdown to DOCX conversion
  • OpenXml + Markdig libraries
  • Stored alongside source files
  • Automatic File record creation

Syncfusion UI Components

Enterprise UI Component Library

Syncfusion provides the enterprise-grade UI component library used across all Grade My Investments frontend applications. Components are used in Client Web, Admin Web, and the MAUI Mobile app for data grids, charts, spreadsheets, document viewers, and interactive controls.

Blazor Components (v32.1):
  • DataGrid - Advanced data tables with sorting, filtering, paging
  • Spreadsheet - In-browser Excel viewing
  • WordProcessor - DOCX document viewer
  • Charts - Financial charting
  • Buttons, Inputs, Dropdowns
  • Navigation, Layouts, Popups
  • Notifications, Cards
MAUI Components (v32.1):
  • TreeView - Folder hierarchy navigation
  • PdfViewer - Native PDF rendering
  • Popup - Modal dialogs
Used In:
  • Client Web (Blazor WASM)
  • Admin Web (Blazor WASM)
  • MAUI Mobile (iOS, Android)
Component Stats
Blazor Packages 12
MAUI Packages 3
Version 32.1.23
License Commercial

Additional Integrations & Libraries

Azure Services:
  • Azure Blob Storage - File and report storage
  • Azure Key Vault - Secret management
  • Azure Functions - Serverless API layer
  • Azure AD / Entra ID - Admin authentication
  • Application Insights - Monitoring
ML & AI Libraries:
  • ML.NET - Revenue forecasting, sentiment analysis
  • ML.NET TimeSeries - SSA forecasting
  • ML.NET AutoML - Automated model selection
Authentication:
  • Google.Apis.Auth - Client web OAuth
  • Microsoft.Graph - Admin web Entra ID
  • MSAL - Azure AD token management
Document & Data:
  • EPPlus - Excel report generation
  • DocumentFormat.OpenXml - DOCX generation
  • Markdig - Markdown to HTML conversion
  • PdfPig - PDF text extraction
  • Newtonsoft.Json - JSON serialization
  • Serilog - Structured logging
  • System.CommandLine - CLI argument parsing
  • CommunityToolkit.Maui - MAUI extensions

Security & Compliance

Data Protection
  • End-to-end encryption
  • API key rotation
  • Rate limiting
  • Request logging
Compliance Standards
  • SOC 2 Type II
  • PCI DSS Level 1
  • GDPR Compliant
  • ISO 27001
Monitoring
  • 24/7 system monitoring
  • Automated alerts
  • Performance metrics
  • Error tracking