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Software engineer turned trader here. I absolutely love ChatGPT and Perplexity finance when it comes to doing any investment research and have been heavily using them for the past year. But there are also some big gaps like out-dated data, no charts, etc. Because both tools mostly rely on web search, there is an inherent limitation of delayed time data.
I've been spending some spare time over the last few months to see if we can build something to address both issues while keeping the core aspect of ChatGPT and perplexity intact i.e a chatbot interface but heavily rooted in real time data that's also super visual.
Launched https://rallies.ai 2 months back and have been iterating on it ever since. It uses an agentic framework to retrieve real time data on a query, and answers questions along with relevant charts.
Although this is a small change, the results look significantly better.
Would love to take any feedback. There's a lot more to do.
Also happy to answer any questions.