Financial Technology Services

Your Market.
Your Dashboard.
Built to Your Edge.

Truestate Digital LLC engineers custom real-time dashboards for stocks, options, and cryptocurrency — plus AI-powered intelligence tools, hands-on financial training, and bespoke fintech applications for serious traders and financial professionals.

NAICS 541519  ·  Other Computer Services  ·  Truestate Digital LLC

3Asset Classes
100%Custom Built
Real‑timeData Integration
AI‑ReadyIntelligent Tools

What We Build for You

Every solution is architected from scratch — tailored to your workflow, data sources, and decision-making process. No templates, no off-the-shelf software.

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Custom Stock Dashboards

Real-time equity tracking with watchlists, technical indicators, earnings calendars, and sector heatmaps — built to your exact specs.

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Options Flow & Analytics

Visualize open interest, unusual options activity, Greeks dashboards, and P&L scenario modeling in one unified interface.

Crypto Market Intelligence

Multi-exchange aggregation for Bitcoin, Ethereum, altcoins, and DeFi protocols — with on-chain metrics and sentiment overlays.

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AI-Powered Screening Tools

Machine learning screeners and intelligent alert systems that surface opportunities matching your defined edge — powered by real data.

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Portfolio & Risk Analytics

Consolidated portfolio views across brokerages with risk attribution, drawdown analysis, and performance benchmarking.

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Data Pipeline & API Integration

Connect to Polygon.io, Alpaca, Binance, TastyTrade, and more — clean, reliable, low-latency feeds powering your entire platform.

Markets We Support

Equities / Stocks Stock Options Cryptocurrency Futures & Commodities ETFs & Index Funds Forex DeFi / Web3 Fixed Income

Live Data Streaming

WebSocket-powered real-time price feeds with sub-second refresh rates across all supported asset classes.

Interactive Charting

Candlestick, OHLCV, Renko, Heikin-Ashi, and custom composite charts with full technical overlay support.

Custom Alert Engine

Price triggers, volume spikes, RSI thresholds — push alerts via email, SMS, or webhook on your terms.

50+ Technical Indicators

MACD, Bollinger Bands, VWAP, ATR, Ichimoku, and dozens more — configurable per instrument and timeframe.

Multi-Asset Workspace

Monitor stocks, options, and crypto simultaneously in a single configurable workspace built around your flow.

White-Label Ready

Deploy under your own brand for client-facing tools, advisory platforms, or fintech applications at scale.

Now Powered by AI

Truestate Digital integrates cutting-edge machine learning and large language models directly into custom dashboards — giving you predictive insights and intelligent automation previously reserved for quant desks and hedge funds.

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AI Signal Detection

Machine learning models trained on historical data to identify repeating patterns in price action, volume, and options flow — surfacing high-probability setups before they become obvious.

ML Models Pattern Recognition Backtested
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Natural Language Research Interface

Ask your dashboard a question in plain English. AI synthesizes earnings calls, SEC filings, analyst reports, and live news — delivering structured answers in seconds.

GPT-4o Claude NLP
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Intelligent Alert Engine

Adaptive alerts that learn from your behavior — surfacing only the setups matching your strategy and cutting notification fatigue. Multi-condition triggers across price, volume, and flow.

Adaptive Learning Multi-condition Webhooks
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Predictive Analytics & Volatility Forecasting

Statistical and ML-based price probability models, IV forecasting, regime detection, and risk scenario generation built directly into your dashboard.

IV Forecasting Price Cones Regime Detection
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Intelligent Screeners

Custom ML screeners trained on your historical picks. Describe what you want to find in plain English — the AI surfaces stocks, options setups, or crypto assets that match your pattern.

Custom Training Multi-factor Flow Classifier
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Conversational AI Research Assistant

A persistent AI assistant embedded in your dashboard with live access to your watchlist, portfolio, and market data. Ask anything. Get answers grounded in your actual positions.

Portfolio-Aware Live Data On-Demand

A note on responsible AI: Every AI feature we build includes confidence indicators, historical accuracy metrics, and clear labeling of model output vs. confirmed market data. Our AI tools are explainable, auditable, and customizable — designed to augment your judgment, not replace it. You stay in control.

Financial Training Programs

Comprehensive, hands-on training for individuals, trading teams, and financial institutions — from market fundamentals to algorithmic strategy development.

Foundational

Markets 101

For beginners entering stocks, options, or crypto for the first time.

  • How markets work
  • Reading price charts
  • Order types & execution
  • Risk management basics
  • Intro to crypto & DeFi
Intermediate

Technical Analysis

Deep-dive into price action, indicators, and chart patterns.

  • Support & resistance
  • Trend & momentum tools
  • Volume analysis & VWAP
  • Options Greeks deep dive
  • Multi-timeframe analysis
Advanced

Algo & Quant

For developers building systematic, data-driven strategies.

  • Python for finance
  • API integration & scripting
  • Strategy backtesting
  • ML signal generation
  • Automation & trading bots

From Discovery to Deployment

A clear, structured process — so you know exactly what to expect at every stage of your build.

01 — DISCOVERY

Discovery Call

We learn your workflow, your data sources, and what you need to see every trading day. The first call is free.

02 — DESIGN

Scope & Wireframe

We produce a detailed wireframe and feature specification for your review and approval before any code is written.

03 — BUILD

Build & Integrate

Full development with live data connections, AI integration, testing cycles, and QA across devices and browsers.

04 — LAUNCH

Training & Handoff

Dedicated onboarding session, full documentation, and ongoing support as your strategy and platform evolve.

Ready to Build Your Trading Edge?

Let's discuss your custom dashboard, AI integration, or training program. The first call is free — and it will change how you see your markets.

Let's Build Something Serious.

Tell us what you're trading, what tools you're using now, and where they're falling short. We'll scope a solution that fits.

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Emailvamsi@truestatedigital.com
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CompanyTruestate Digital LLC — NAICS 541519
Response TimeWithin 1 business day