Gritseek Workstation

Services

135

DB Tables

BI Datasets

Dashboards

Saved Queries

Team Members

🔑

Universal Auto-Login Click any service card to open with automatic authentication

0/13 Auto on sign-in

⚙ Auto-Provisioning All services provisioned on registration 22 BI Views · 13 Services · 9 AI Agents · 3 AI Models

Core Platform

COCOON.FIN

LIVE

INSTITUTIONAL FINANCE OPERATING SYSTEM

55+ Modules Live Data Feeds AI-Powered 25 Brokers 87 Strategies

A Product by Gritseek®

🏢

Odoo ERP

Business operations, CRM, HR, invoicing

📈

Apache Superset

BI dashboards — 34 datasets, 8 dashboards

📁

Mayan EDMS

Document management — KYC, compliance, legal

Productivity Suite

📋

Grist

Collaborative spreadsheets and data

📝

OnlyOffice

Documents, spreadsheets, presentations, PDF

🎨

Penpot

UI/UX design tool (open-source Figma)

Client & Investor

💰

Investor Portal

LP/investor dashboards, fund performance

🔐

Client Portal

Client access, subscriptions, support

Development & Data

🔬

JupyterHub

Quant Engine — Conda + 180 packages, ML/AI notebooks

🤖 AI Assistant

9 Role-Specific Agents · DeepSeek + Gemini + Groq

🗄️

PostgREST API

Database REST API — 135 tables

💻

VS Code IDE

code-server v4.118

🐙

GitHub Repo

Source code — 280K+ lines, CI/CD pipeline

🐍

Anaconda Cloud

Package management · Environment sharing

🤖

Anaconda Assistant

AI query generation · Natural language to SQL/Python

INTEGRATED

🔧

Spyder IDE

Production scripting · Debugger · Engine maintenance

INTEGRATED

📝

OnlyOffice

Documents, Spreadsheets, Presentations · JWT secured

ACTIVE

📋

Grist Data Module

Excel alternative · Python formulas · Linked tables

ACTIVE

🩺

Health Monitor

All services · Real-time status

☁️

Hetzner Console

Server management · CX33

AI & Language Models

🧠

DeepSeek V4 Flash

via OpenRouter · 1M context · Free tier

ACTIVE

✨

Google Gemini 2.5 Flash

Google AI · Multimodal · Free tier

ACTIVE

⚡

Groq Llama 3.3 70B

Groq Cloud · Ultra-fast inference · Free tier

ACTIVE

🤗

HuggingFace

Model hub · Inference API · Open-source ML

READY

💬

Claude 3.5 Sonnet

Anthropic · Advanced reasoning · Paid API

FUNDED

🌐

OpenAI GPT-4o

OpenAI · Multimodal · Paid API

FUNDED

☁

Azure OpenAI Service

Microsoft Azure · Enterprise · Paid API

FUNDED

🔍

Mistral Large

Mistral AI · European AI · Paid API

FUNDED

💻

GitHub Copilot & Sentry

AI code assistant + error tracking · Paid

FUNDED

🎨

Figma AI & Midjourney

Design AI + image generation · Paid

FUNDED

📊

Clay & Jasper AI

Data enrichment + content generation · Paid

FUNDED

🛡

RegTech Agent

COCOON.FIN · Regulatory compliance AI · Paid

FUNDED

Trading

📉

MetaTrader 5 Web

Web trading terminal (Demo)

🏛️

MQL5 Community

Trading community & marketplace

Administration

👥

Workstation Admin

User management and provisioning

📄 Document Generation & Design Studio

Auto-generate branded PPTX, DOCX, and PDF reports from platform data. Optionally refine in Penpot before sharing.

Document Flow Architecture

📊

COCOON.FIN

Platform Data

→

📈

Superset

BI Dashboards

→

⚙️

Auto-Generate

PPTX / DOCX / PDF

→

📤 Share Directly

Portal / Email / Download

🎨 Refine in Penpot

Design Polish → Manual Upload

Standard Path (Automatic)

Reports auto-generated from COCOON.FIN / Superset data and shared directly via Portal, Email, or download in PPTX, DOCX, or PDF.

Designer Path (Optional)

Import auto-generated docs into Penpot for professional design refinement. Export and manually upload replacement to Mayan EDMS.

⚙️

Document Generator

Auto-generate branded reports

ACTIVE

6 templates: Investor Update, Fund Factsheet, Compliance, Risk Assessment, Pitch Deck, Board Pack

PPTXDOCXPDF

🎨

Penpot Design Studio

Open-source Adobe CC alternative

ACTIVE

Import from Superset, OnlyOffice, or Doc Generator. Refine visually. Export for manual DB upload.

SVGPNGPDFPPTX

📝

OnlyOffice

Edit DOCX, XLSX, PPTX

ACTIVE

Full office suite. Edit documents directly, export to Penpot for design refinement, or share directly.

DOCXXLSXPPTX

📈

Superset Analytics

BI dashboards + data export

ACTIVE

Gritseek-branded dashboards. Export charts/data into Doc Generator or Penpot for refinement.

CSVPNGPDF

🗄️

Mayan EDMS

Internal document database

ACTIVE

Manual upload of designer-refined documents to replace auto-generated versions. 13 doc types, 8 cabinets, Odoo-synced.

13 Types8 CabinetsOdoo Sync

Report Templates

Investor Update

Quarterly performance

PPTX DOCX PDF

Fund Factsheet

One-page overview

PDF PPTX

Compliance Report

Regulatory status

DOCX PDF

Risk Assessment

VaR + stress tests

PPTX DOCX PDF

Pitch Deck

LP marketing

PPTX

Board Pack

Board meeting materials

PPTX DOCX PDF

Document Replacement Policy

Auto-generated documents are the standard output shared directly. Designer-refined versions from Penpot must be manually uploaded to Mayan EDMS to replace auto-generated versions. All replacements are deliberate and tracked in the internal database.

Service	URL	Username (PGameiro)	Username (GritseekTech)	Notes	Action
COCOON.FIN	cocoonfin.gritseek.com	`PGameiro`	`GritseekTech`	Tier 5 · TOTP MFA · Full platform
Odoo CRM	odoo.gritseek.com/web	`pedro.gameiro@gritseek.com`	`tech@gritseek.com`	Login by email · Odoo 17
Superset BI	superset.gritseek.com	`PGameiro`	`GritseekTech`	8 dashboards · 34 datasets · 40 queries
Mayan EDMS	mayan.gritseek.com	`PGameiro`	`admin`	Document management · Docker
JupyterHub	jupyter.gritseek.com	`pgameiro` (lowercase!)	`gritseektech`	Quant Engine kernel · Python 3.12
VS Code IDE	`workstation.gritseek.com/code/`	code-server 4.118 · Full IDE	💻 Open
Grist	grist.gritseek.com	`N/A`	`tech@gritseek.com` (default admin)	Boot key: `ec26ce12-b77d-403e-...`
OnlyOffice	office.gritseek.com	`N/A` — Document server (no login)		Collaborative editing	🔗 Open
Penpot	design.gritseek.com	`pedro.gameiro@gritseek.com`	`tech@gritseek.com`	Design tool · Open source Figma
MQL5 Community	mql5.com	`GritseekTech`	`XptoXpto*6670`	tech@gritseek.com	🔗
MetaTrader 5 Demo	trade.mql5.com	`5050359370`	`LtVI4IHe`	MetaQuotes-Demo · Investor: T@Y8AqLk	🔗
OpenRouter	openrouter.ai	tech@gritseek.com	tech@gritseek.com	DeepSeek V4 Flash · API key configured	🔗 Open
Google AI Studio	aistudio.google.com	tech@gritseek.com	tech@gritseek.com	Gemini 2.5 Flash · API key configured	🔗 Open
Groq Cloud	console.groq.com	tech@gritseek.com	tech@gritseek.com	Llama 3.3 70B · API key configured	🔗 Open
HuggingFace	huggingface.co	tech@gritseek.com	tech@gritseek.com	Model Hub · Inference API · Open-source ML	🔗 Open
Investor Portal	investor.gritseek.com	`PGameiro`	`GritseekTech`	Fund performance · LP access
Client Portal	portal.gritseek.com	`PGameiro`	`GritseekTech`	Client access · Subscription
Anaconda Cloud	anaconda.org	Package hosting · Environment sharing	GritseekTech / XptoXpto*6670	🔗
Anaconda Assistant	Via JupyterHub	`pgameiro`	AI-powered BI query generation · Natural language → SQL	✅
Spyder IDE	Via JupyterHub	`pgameiro`	Production scripting · Quant Engine maintenance	✅
OnlyOffice	office.gritseek.com	`tech@gritseek.com`	JWT Auth · Docs/Sheets/Slides	✅
Grist Data Module	grist.gritseek.com	`tech@gritseek.com`	Python-powered data tables · Relational linking
Health Monitor	health.html	All services real-time status	No login required	🔗
PostgreSQL	204.168.211.95:5432	`postgres`		DB: gritseek_master · 135+ tables	CLI only
Hetzner SSH	204.168.211.95	`root`		CX33 · 4 vCPU · 8GB RAM · Ubuntu 24.04	CLI only
Hetzner Console	console.hetzner.com	`tech@gritseek.com`		Cloud management · 2FA via email	Manual

Query	Category	Description	SQL
AML Screening Hits and Flags	compliance	Contacts flagged by AML screening with risk details
Cross-Platform Entity Completeness	compliance	Entities missing platform links
Overdue KYC Report	compliance	Contacts with pending, expired, or incomplete KYC documentation
Regulatory Deadline Tracker	compliance	Tracks document expiry dates and compliance deadlines by jurisdiction
Universal Entity Audit	22 BI views · Cross-platform joins · Self-learning ML audit
Master Sync Point	PostgreSQL · Odoo ↔ MT5 ↔ Platform ↔ COCOON.FIN · universal_entity_id	compliance	Cross-platform entity mapping verification
Board Deck Metrics	executive	Comprehensive metrics package for board presentation
Client 360 Full View	executive	Complete client profile with all relationships
Executive Dashboard KPIs	executive	Top-level platform health metrics
Fundraising Progress Dashboard	executive	Investment round progress with investor pipeline metrics
Platform Health & Engagement Summary	executive	User engagement, feature usage, and platform health metrics
Weekly CEO Dashboard	executive	Key metrics snapshot for weekly executive review
Capital Committed vs Target by Round	investor	Shows each investment round progress against target raise amount
Investor Conversion Rates by Period	investor	Funnel conversion rates between investor lifecycle stages for a given date range
Investor Pipeline by Stage	investor	Shows investor pipeline distribution across lifecycle stages with total deal value
Portfolio AUM Distribution	investor	AUM by portfolio type and organisation
Time-to-Close Analysis	investor	Average days from lead creation to commitment/funding, grouped by source and tier
Top Engaged Investors (Dataroom Activity)	investor	Investors ranked by dataroom engagement metrics
Investor Pipeline Status	investor_relations	Dataroom access and KYC pipeline
API Usage Hot Spots	operations	Clients approaching API limits
Support SLA Compliance	operations	SLA performance across all tiers
Churn Prediction Signals	revenue	Active subscriptions showing churn risk indicators
Client Acquisition Funnel	revenue	Pipeline from prospect to active client
Client Lifetime Value	revenue	Revenue per client since onboarding
Cohort Retention Analysis	revenue	Subscription retention by monthly signup cohort
Expansion Revenue Opportunities	revenue	Active subscriptions with potential for tier upgrades based on usage
MRR/ARR Waterfall	revenue	Monthly recurring revenue breakdown and annual run rate
Subscription Churn Risk	revenue	Clients with renewal imminent or usage declining
Concentration Risk Analysis	risk	Portfolio concentration metrics and HHI index
Counterparty Exposure by Broker	risk	Trading exposure concentration by broker and account type
Portfolio Concentration Risk	risk	Top holdings across all portfolios
Risk-Adjusted Returns Leaderboard	risk	Portfolios ranked by Sharpe ratio
Stress Test Results Summary	risk	Latest stress test results across all portfolios
VaR Breach Analysis	risk	Portfolios where daily loss exceeded VaR thresholds
Best and Worst Performing Models	trading	Model performance ranking by net PnL and win rate
Daily Trade Reconciliation	trading	Trade activity for current day reconciliation
Drawdown Analysis by Strategy	trading	Maximum drawdown and risk-adjusted returns by strategy
Monthly Trading Activity	trading	Trade counts and volumes by month
Open Positions Summary	trading	Current open positions with unrealised PnL by account and strategy
Strategy PnL Attribution	trading	PnL breakdown by strategy with performance metrics
Win Rate Heatmap by Strategy and Direction	trading	Win rate matrix across strategies, models, and trade directions

Foreign Table	Purpose	Sync
`odoo.res_partner`	Contacts/clients	Real-time FDW
`odoo.crm_lead`	CRM opportunities	Real-time + 15-min cron
`odoo.sale_order`	Sales orders	Real-time FDW
`odoo.account_move`	Invoices	Real-time FDW
`odoo.hr_employee`	Team members	Real-time FDW
`odoo.project_project`	Projects	Real-time FDW
`odoo.project_task`	Tasks	Real-time FDW

#	Dashboard	Data Sources
1	Executive Overview	bi_executive_summary, bi_revenue_pipeline
2	CRM & Sales Pipeline	bi_crm_funnel, crm_prospect_tracking, odoo.crm_lead
3	Platform Analytics	bi_api_usage, bi_trade_flow, platform_events
4	Client 360	bi_client_360, bi_user_360, subscriptions
5	Operations & Team	bi_odoo_team, bi_odoo_projects, hr_employee
6	Compliance & KYC	bi_kyc_compliance, kyc_workflow
7	Revenue & Subscriptions	bi_revenue_pipeline, subscriptions
8	Odoo Business Operations	odoo.res_partner, odoo.sale_order, odoo.account_move

Username	Email	Tier	Role	Status
`PGameiro`	pedro.gameiro@gritseek.com	Tier 5	Founder & Executive Chairman	Active
`RBahadur`	rodwin.bahadur@gritseek.com	Tier 5	ED & CEO	Active
`CFO`	cfo@gritseek.com	Tier 4	Chief Financial Officer	Placeholder
`CIO`	cio@gritseek.com	Tier 4	Chief Investment Officer	Placeholder
`CTO`	cto@gritseek.com	Tier 4	Chief Technology Officer	Placeholder
`SeniorDev`	senior.dev@gritseek.com	Tier 3	Senior Full-Stack Developer	Placeholder
`MLEngineer`	ml.engineer@gritseek.com	Tier 3	Backend / ML Engineer	Placeholder
`ProductMgr`	product.manager@gritseek.com	Tier 3	Product Manager	Placeholder
`SalesDir`	sales.director@gritseek.com	Tier 3	Sales Director	Placeholder
`ComplianceA`	compliance@gritseek.com	Tier 3	Compliance / RegTech Analyst	Placeholder
`MarketingMgr`	marketing@gritseek.com	Tier 3	Marketing Manager	Placeholder
`Designer`	designer@gritseek.com	Tier 2	Chief Designer	Placeholder
`ClientCSM`	client.success@gritseek.com	Tier 2	Client Success Manager	Placeholder
`SocialMgr`	social.media@gritseek.com	Tier 2	Social Media Manager	Placeholder

Tier	Team	Permission	Description
Tier 5	`executive-leadership`	`admin`	Full admin: settings, webhooks, secrets, branch protection
Tier 4	`executive-leadership`	`admin`	Full admin: same as Tier 5
Tier 3	`engineering`	`push`	Write: push code, create branches, merge PRs
Tier 2	`operations`	`triage`	Triage: manage issues, review PRs, read code
Tier 1	`viewers`	`pull`	Read-only: clone and view code

Parameter	Value
Host	`204.168.211.95` (or `127.0.0.1` from Hetzner)
Port	`5432`
Primary DB	`gritseek_master`
Odoo DB	`gritseek_odoo`
User	`postgres`
REST API	`https://db.gritseek.com` (PostgREST v12.2.3)

Table	Purpose
`users`	All platform users (bcrypt auth, UUID PKs)
`clients`	Client organisations
`investors`	LP/investor records
`subscriptions`	Plan subscriptions + billing
`crm_prospect_tracking`	Sales pipeline (synced from Odoo)
`crm_interactions`	Client touchpoints
`crm_conversion_metrics`	Funnel metrics + churn tracking
`team_members`	Internal team registry
`platform_events`	Audit log
`github_access_tiers`	Repo permission mapping

#	Service	URL	Login Method	Port
1	Workstation Dashboard	workstation.gritseek.com	Email + Password	443
2	COCOON.FIN Analytics	cocoonfin.gritseek.com	Username + Password	443
3	Odoo ERP	odoo.gritseek.com	Email + Password	8069
4	Apache Superset	superset.gritseek.com	Username + Password	8088
5	JupyterHub	jupyter.gritseek.com	Lowercase username + Password	8888
6	Mayan EDMS	mayan.gritseek.com	Username + Password	8000
7	Grist	grist.gritseek.com	Email + Password	8484
8	OnlyOffice	office.gritseek.com	Email + Password	8082
9	Penpot Design	design.gritseek.com	Email + Password	9001
10	MQL5 Community	mql5.com	Username + Password	—
11	MetaTrader 5 Web	trade.mql5.com	Login + Password	—
10	Investor Portal	investor.gritseek.com	Username + Password	443
11	Client Portal	portal.gritseek.com	Username + Password	443
12	Database API	db.gritseek.com	No login (REST)	3003
13	Health Monitor	workstation.gritseek.com/health.html	No login	443

Issue	Solution
Blank screen on launch	Check internet connection; ensure Python 3.8+ is installed
PyWebView not found	`pip install pywebview`
GTK errors (Linux)	`sudo apt install python3-gi gir1.2-webkit2-4.1`
SSL certificate errors	`pip install --upgrade certifi`
Login fails	Verify credentials at workstation.gritseek.com first
App window doesn’t appear	Kill any existing Python processes: `taskkill /F /IM python.exe` (Win) or `pkill python3` (Mac/Linux)
Firewall blocking services	Ensure ports 443, 8069, 8088, 8000, 8484, 8082, 9001 are reachable

GRITSEEK

Core Platform

Productivity Suite

Client & Investor

Development & Data

AI & Language Models

Trading

Administration

📄 Document Generation & Design Studio

Document Flow Architecture

Report Templates

Service Credentials

BI Queries (40 saved)

Full Integration Architecture

PostgreSQL — Central Nervous System

Odoo ↔ PostgreSQL Cross-DB Integration

Superset ↔ COCOON.FIN Command Centre

Mayan EDMS Integration

Portal Authentication Flow

Team Accounts (14 members)

GitHub Repository Access Tiers

CI/CD Pipeline

PostgreSQL Schema

Connection Details

Key Tables

User Provisioning

Quick Provision Command

CRM Sync (Automatic)

Desktop COCOON.FIN

📥 Download

Overview

Installation Guide

Option A — Quick Start

Option B — Build Standalone .exe

Option A — Quick Start

Option B — Build .app Bundle

Quick Start

Accessible Services

Troubleshooting

Support

SQL Query

Admin Panel