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

Using AI to Build Grade My Investments

How Claude AI accelerates development and enhances code quality in the Grade My Investments platform.

AI IN DEVELOPMENT
rendering diagram…
flowchart LR
    subgraph DEV[Development-Time Use]
        A[Architecture<br/>Planning]:::app
        B[Code Generation<br/>EF - Blazor - APIs]:::app
        C[Debugging<br/>Error Analysis]:::app
        D[Code Review<br/>Security - QA]:::app
    end
    subgraph PROD[User-Facing AI Features]
        E[File Analysis<br/>Wave 3]:::svc
        F[Report Comparison<br/>Wave 4]:::svc
        G[Dashboard Ask<br/>Claude]:::svc
    end
    Claude([Claude AI]):::ext --> A
    Claude --> B
    Claude --> C
    Claude --> D
    Claude --> E
    Claude --> F
    Claude --> G
    E --> OUT1[(DOCX - HTML<br/>Output)]:::data
    F --> OUT2[(Comparison<br/>DOCX)]:::data
    G --> OUT3[Inline<br/>Analysis]:::data
    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;
Claude accelerates GMI development across the full SDLC — from architecture planning and code generation to debugging and QA — while also powering three user-facing AI product features shipped in Waves 3 and 4.

Claude AI Integration

Claude AI has become an integral part of the Grade My Investments development workflow, providing intelligent assistance across multiple aspects of the development process:

  • Code generation and refactoring
  • Architecture planning
  • Database design optimization
  • API endpoint development
  • Test creation and debugging
  • Documentation generation
  • Performance optimization
  • Security best practices

Development Workflow Enhancement

Code Generation
  • Entity Framework models
  • Repository patterns
  • Azure Functions
  • Blazor components
Debugging Support
  • Error analysis
  • Stack trace review
  • Performance issues
  • Logic debugging
Quality Assurance
  • Code reviews
  • Security audits
  • Best practices
  • Performance tuning

AI-Assisted Architecture

System Design

Claude assists in designing scalable architectures, microservices patterns, and data flow optimization

Infrastructure Planning

Helps plan Azure resource allocation, deployment strategies, and CI/CD pipeline configurations

Database Optimization

Provides guidance on Entity Framework configurations, query optimization, and schema design

Security Implementation

Ensures proper authentication, authorization, and data protection throughout the application

Claude API File Analysis (Wave 3)

Beyond using Claude as a development assistant, Grade My Investments integrates directly with the Anthropic Claude API to provide users with AI-powered file analysis. The Gmi.ClaudeAnalysis.Console background service processes user-submitted files through Claude's language models, delivering intelligent document analysis results saved as DOCX files alongside the source documents.

How It Works
  1. 1. User right-clicks files/folders in ManageFolders and selects "Analyze with Claude"
  2. 2. Cost estimation is calculated and shown before analysis proceeds
  3. 3. Analysis requests are queued in the database (claudeanalysisjobs/claudeanalysisrequests)
  4. 4. The ClaudeAnalysis.Console background service picks up jobs in batches of 5
  5. 5. Files are sent to the Anthropic Claude API with concurrency of 3 and retry logic (3 attempts)
  6. 6. Results are saved as DOCX and HTML alongside the original source files
Supported File Types
Documents
  • PDF
  • DOCX / DOC
  • TXT / MD
  • JSON / XML
Data & Images
  • CSV / XLSX / XLS
  • PNG / JPG
  • GIF / BMP
  • WEBP
Processing Pipeline
  • Queue-based: Database-driven job queue
  • Batching: 5 jobs per poll cycle
  • Concurrency: 3 parallel API calls
  • Retry: 3 attempts with backoff
  • Rate limiting: Anthropic API throttling
Cost Model
  • Billing: Token-based (input + output tokens)
  • Markup: 80% over Anthropic API cost
  • Estimation: Cost shown before analysis
  • Models: Sonnet, Opus, Haiku available
  • Transparency: Users approve cost before proceeding
Claude File Analysis API Endpoints (8)
  • Estimate - Calculate cost before submission
  • Submit - Queue analysis job
  • Jobs - List user's analysis jobs
  • Job Detail - Get individual job status/results
  • Cancel - Cancel a pending analysis job
  • Dismiss - Dismiss a completed job from the list
  • Console Estimate - Cost estimate for a console question
  • Console Ask - Submit a console question

Report Comparison with Claude (Wave 4)

Report Comparison lets users select two ML report generation runs from the same symbol list group and have Claude produce a detailed narrative analysis of what changed between them. The Gmi.ReportComparison.Console background service processes comparison jobs and generates DOCX output with 11 structured sections.

Processing Pipeline
  • Batch size: 3 jobs per poll cycle
  • Concurrency: 2 parallel API calls
  • Stale timeout: 60 minutes
  • Output: DOCX saved to "Report Comparisons" folder
API Endpoints (8)
  • Groups, Runs, Estimate, Submit
  • Jobs, Job Detail, Cancel, Dismiss
  • Custom user questions included in output

Dashboard Ask Claude

The AI Report Dashboard includes a "Ask Claude" endpoint that lets users ask questions about their portfolio data directly from the dashboard. Claude receives the full dashboard context and provides specific, actionable analysis using Claude Sonnet 4.6. Admin notifications are sent on each request.

Productivity Metrics

75%

Faster Development

90%

Code Quality

95%

Documentation Coverage

60%

Bug Reduction

AI Capabilities
  • Natural language to code
  • Context-aware suggestions
  • Multi-language support
  • Real-time collaboration
Development Tools
  • Claude Code (CLI agent)
  • Visual Studio integration
  • VS Code extensions
  • JetBrains Rider support
  • Azure DevOps pipelines
Best Practices
  • Secure code generation
  • Code review automation
  • Performance optimization
  • Error handling patterns
Innovation Areas
  • Machine learning models
  • Predictive analytics
  • Natural language processing
  • Automated testing
Learning Resources
  • Claude AI Documentation
  • AI-Assisted Development
  • Code Quality Guidelines
  • Best Practices Guide