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DeepStack Feature Documentation

Core Features

1. AI Research Chat

The heart of DeepStack – a Claude-powered conversational interface for market research.

Capabilities:

  • Multi-provider support (Claude, GPT-4, Gemini)
  • Extended thinking mode for complex analysis
  • Tool use for real-time data fetching
  • Context-aware responses based on your patterns
  • Streaming responses for fast feedback

Access: Main interface at /chat

2. Thesis Engine

Develop, track, and validate your trading ideas before risking capital.

Features:

  • Structured Thesis Creation: Symbol, hypothesis, timeframe, targets
  • Price Levels: Entry, Exit Target, Stop Loss with R/R calculation
  • Key Conditions: Define what must be true for thesis success
  • Live Monitoring: 30-second price refresh against targets
  • Validation Gauge: Visual 0-100% progression
  • Status Workflow: Draft → Active → Validated/Invalidated

Components:

  • ThesisCard – Summary view with status badge
  • ThesisDialog – Create/edit form
  • ThesisDashboard – Detailed monitoring view
  • ThesisList – Tabbed view by status

Access: /thesis or Lightbulb icon in sidebar

3. Trade Journal

Document your trades to discover patterns and improve.

Features:

  • Trade Details: Symbol, date, direction, quantity, prices
  • Automatic P&L: Calculated from entry/exit prices
  • Emotion Tracking: How you felt at entry and exit
  • Rich Notes: TipTap editor with formatting
  • Lessons Learned: Separate field for takeaways
  • Thesis Link: Connect trades to hypotheses

Emotions Tracked:

  • Confident 💪, Anxious 😰, Greedy 🤑
  • Fearful 😨, FOMO 😱, Regret 😔
  • Relief 😌, Neutral 😐, Excited 🤩, Frustrated 😤

Access: /journal or Book icon in sidebar

4. AI Pattern Learning

Discover hidden patterns in your trading behavior.

Pattern Types:

  • Emotion Patterns: Win/loss rates by emotional state
  • Symbol Patterns: Performance by ticker
  • Behavior Patterns: Early exits, fear-driven decisions

Privacy:

  • Explicit opt-in required
  • Data never shared or sold
  • Clear all patterns anytime
  • Local storage only (no server sync)

Access: /insights or Brain icon in sidebar

5. Professional Charts

TradingView-style charting with real market data.

Features:

  • Symbol search with typeahead
  • Multiple timeframes (1m, 5m, 15m, 1h, 1D, 1W, 1M)
  • Volume overlay
  • Price tooltips
  • Responsive design

Data Source: Alpaca Markets API

6. Stock Screener

Filter stocks by multiple criteria.

Filters:

  • Market cap range
  • P/E ratio
  • Volume thresholds
  • Price range
  • Sector/Industry

Data: Real-time via Alpaca

7. Options Suite

Complete options analysis tools.

Features:

  • Options chains with Greeks
  • Expiration date picker
  • Strike price filtering
  • Strategy builders
  • P&L visualization

8. News & Calendar

Stay informed on market events.

News:

  • Real-time headlines
  • Ticker-specific news
  • Sentiment indicators

Discover Feed (NEW):

  • Perplexity-style article discovery
  • Category filtering (Macro, Tech, Commodities, etc.)
  • Text-only card variants for articles without images
  • Client-side category filtering

Calendar:

  • Earnings dates
  • Economic events
  • Dividend dates

10. Prediction Markets (NEW)

Track sentiment on market events through prediction platforms.

Features:

  • Kalshi prediction market integration
  • Real-time odds display
  • Market URL linking for easy navigation
  • Event categories: Economics, Politics, Markets

Widget: Available in Market Watcher panel

11. Emotional Firewall

AI-powered pause before impulsive trades.

How it works:

  1. Before trading, answer reflection questions
  2. AI analyzes your emotional state
  3. Get feedback on potential biases
  4. Make more disciplined decisions

UI (Updated Dec 2025):

  • Subtle status dot indicator (replaced prominent glow)
  • Non-intrusive design for focused trading
  • Quick access when needed

12. Credit System (NEW Dec 2025)

Unified token-based usage system for AI features.

Key Features:

  • Usage Panel showing credit balance
  • Model-based multipliers (Opus costs more than Sonnet)
  • Loss leader strategy: Market data endpoints are FREE
  • Credit tracking across AI queries

Pricing Strategy:

  • Free tier: Limited AI credits
  • Pro tier: Expanded credits with premium model access
  • Data endpoints: Always free to drive engagement

Navigation

Icon Feature Route
💬 AI Chat /chat
💡 Thesis Engine /thesis
📖 Trade Journal /journal
🧠 AI Insights /insights
📊 Dashboard /dashboard

API Endpoints

Endpoint Method Description
/api/chat POST AI conversation
/api/journal GET/POST/PUT/DELETE Journal CRUD
/api/thesis GET/POST/PUT/DELETE Thesis CRUD
/api/market/quotes GET Live quotes
/api/market/bars GET Historical data
/api/market/assets GET Symbol search
/api/screener GET Stock screening
/api/news GET Market news
/api/calendar GET Economic events
/api/options/chain GET Options data

State Management

All client state is managed with Zustand stores:

  • chat-store: Conversations, messages, provider selection
  • journal-store: Trade entries with CRUD operations
  • thesis-store: Thesis entries with status management
  • pattern-store: AI-discovered patterns with privacy
  • quota-store: Usage limits and tier tracking
  • ui-store: Sidebar state, modals, preferences

Data persists to localStorage via Zustand's persist middleware.