ProjectORQON is an enterprise-grade AI-powered compliance and trading platform that leverages IBM WatsonX AI to provide intelligent financial analysis, automated compliance monitoring, and real-time trade analytics. Built with a modern tech stack combining React, Python, and cutting-edge AI capabilities.
🌐 Live Demo: https://frontend-35aeyyy00-prasanna1717s-projects.vercel.app
- WatsonX Integration: Advanced AI models for financial analysis and compliance
- RAG System: Retrieval-Augmented Generation for context-aware responses
- Multi-Modal AI: Support for text, voice, and document analysis
- Real-time compliance monitoring and alerting
- Automated trade validation and risk assessment
- Executive dashboards with interactive charts
- Audit logging and reporting
- Trade blotter with real-time updates
- Portfolio performance tracking
- Market data integration (Finnhub API)
- Email-based trade parsing and automation
- Google Workspace: Gmail integration for trade notifications
- IBM WatsonX AI: Enterprise AI capabilities
- Astra DB: Vector database for RAG
- ChromaDB: Local vector storage for compliance memory
- Model Context Protocol (MCP): Extensible tool system
- React 18 with Vite
- IBM Carbon Design System - Enterprise UI components
- Carbon Charts - Data visualization
- TailwindCSS - Utility-first styling
- Axios - API communication
- Zustand - State management
- Python 3.13
- FastMCP - Model Context Protocol server
- IBM WatsonX AI SDK - AI/ML capabilities
- LangChain - AI orchestration
- ChromaDB - Vector database
- Google APIs - Gmail, Docs, Sheets integration
- Finnhub API - Market data
- Vercel - Frontend hosting
- Git - Version control
- Docker - Containerization (optional)
ProjectORQON/
├── orqon_core/ # Main application directory
│ ├── frontend_pro/ # React frontend (Vite + Carbon)
│ │ ├── src/
│ │ │ ├── components/ # React components
│ │ │ ├── lib/ # Utilities
│ │ │ └── App.jsx # Main app component
│ │ ├── package.json
│ │ └── vite.config.js
│ ├── tools/ # MCP tools and integrations
│ │ ├── ibm_adk_tools/ # IBM Agent Development Kit tools
│ │ ├── google_workspace_tools.py
│ │ ├── finnhub_tools.py
│ │ └── rag_tools.py
│ ├── data/ # Data storage
│ │ ├── trade_blotter.csv
│ │ └── compliance_memory/
│ ├── main.py # Main application entry
│ ├── mcp_server.py # MCP server implementation
│ ├── watsonx_llm.py # WatsonX integration
│ └── requirements.txt
├── IBM docs/ # Documentation and configs
├── TECHNICAL_ARCHITECTURE.md # System architecture
├── COMPLIANCE_PLATFORM_README.md # Compliance details
└── README.md # This file
- Node.js 18+ and npm
- Python 3.13+
- Git
- IBM WatsonX API credentials
- Google Cloud credentials (for Gmail integration)
- Finnhub API key (optional, for market data)
# Navigate to frontend directory
cd orqon_core/frontend_pro
# Install dependencies
npm install
# Start development server
npm run dev
# Build for production
npm run buildThe frontend will be available at http://localhost:3000
# Navigate to orqon_core directory
cd orqon_core
# Create virtual environment
python -m venv orqon_env
# Activate virtual environment
# Windows:
.\orqon_env\Scripts\activate
# Linux/Mac:
source orqon_env/bin/activate
# Install dependencies
pip install -r requirements.txt
# Create .env file with your credentials
cat > .env << EOL
WATSONX_API_KEY=your_watsonx_api_key
WATSONX_PROJECT_ID=your_project_id
FINNHUB_API_KEY=your_finnhub_key
ASTRA_DB_APPLICATION_TOKEN=your_astra_token
ASTRA_DB_API_ENDPOINT=your_astra_endpoint
EOL
# Run the MCP server
python mcp_server.py
# Or run the main application
python main.pyCreate a .env file in the orqon_core/ directory:
# IBM WatsonX
WATSONX_API_KEY=your_watsonx_api_key_here
WATSONX_PROJECT_ID=your_project_id_here
WATSONX_URL=https://us-south.ml.cloud.ibm.com
# Astra DB (Vector Database)
ASTRA_DB_APPLICATION_TOKEN=your_token_here
ASTRA_DB_API_ENDPOINT=your_endpoint_here
# Finnhub (Market Data)
FINNHUB_API_KEY=your_finnhub_key_here
# Google Workspace (Optional)
GOOGLE_CREDENTIALS_PATH=./data/google_credentials.json- Create a Google Cloud project
- Enable Gmail API and Google Workspace APIs
- Create OAuth 2.0 credentials
- Download credentials as
google_credentials.json - Place in
orqon_core/data/directory
- Executive summary with KPIs
- Real-time market overview
- Portfolio performance metrics
- Compliance status indicators
- Trade blotter with filtering and search
- Email parsing for automated trade entry
- Trade validation and compliance checks
- Historical trade analysis
- Real-time compliance rule engine
- Automated alert generation
- Audit trail and logging
- Compliance reports and analytics
- WatsonX-powered conversational AI
- Context-aware responses using RAG
- Multi-modal input (text, voice, documents)
- Integration with all platform features
- API keys and credentials stored in
.env(not committed to Git) - OAuth 2.0 for Google Workspace integration
- Secure credential management with Python-dotenv
- Input validation and sanitization
- Audit logging for compliance
- Frontend: Optimized Vite build with code splitting
- Backend: Async operations with FastMCP
- Database: Vector search with ChromaDB and Astra DB
- Caching: Smart caching for API responses
- CDN: Vercel Edge Network for global distribution
This project is licensed under the MIT License - see the LICENSE file for details.
- IBM WatsonX - For providing enterprise AI capabilities
- Carbon Design System - For the beautiful UI components
- Vercel - For seamless deployment and hosting
- FastMCP - For the Model Context Protocol implementation
Project Maintainer: @Prasanna1717
Repository: https://github.com/Prasanna1717/ProjectORQON
- Add more compliance rules and regulations
- Enhanced ML models for trade prediction
- Mobile app support
- Advanced reporting features
- Multi-language support
- Real-time collaboration features
Built with ❤️ using IBM WatsonX AI