A financial analysis web application that allows users to look at asset charts, test trading strategies, and analyze their portfolios.
Homepage with links to all pages
Look up asset price charts and returns distribution and save them to your watchlist by signing up and logging in
Get more details on the asset as well as more configurable charts by clicking on the asset name in the assets page
Add technical indicators to an asset, configure and optimize parameters, and generate trading signals
Add the indicators to a strategy, backtest it over a certain timeframe and assess its performance. Save the signals by logging in
View your saved portfolio if you're logged in, create a new one, or view the sample portfolio
View detailed portfolio dashboard and optimize your portfolio weights
- Interactive charts for various assets
- Detailed asset information and statistics
- Watchlist functionality to track favorite assets
- Configuration and optimization for building custom trading strategies
- Support for various technical indicators (RSI, MACD, Bollinger Bands, Moving Average Crossovers)
- Strategy backtesting and performance analysis
- Save and load strategies for future use
- Detailed portfolio dashboard with holdings and performance metrics
- Portfolio optimization and rebalancing capabilities
- Transaction history and tracking
- Risk analysis and returns visualization
- Next.js with TypeScript
- Tailwind CSS for styling
- shadcn/ui component library
- react-plotly for interactive charts
- Supabase client for authentication and database access
- FastAPI Python framework
- Portfolio optimization algorithms
- Technical analysis and signal generation
- Data processing and caching with Redis
- Supabase for database and authentication
- Vercel and Render for hosting
- Upstash Redis for caching
The application uses a PostgreSQL database with tables for:
- Asset data (daily and 5-minute intervals)
- Ticker information
- User portfolios and transactions
- Trading strategies and indicators
- User watchlists
- Node.js and npm
- Python 3.8+
- Supabase account
- Upstash Redis account
- Create a
.envfile in the root directory with the following variables:
SUPABASE_KEY=your_supabase_anon_key
SUPABASE_URL=your_supabase_url
SUPABASE_SERVICE_ROLE=your_service_role_key # not necessary
UPSTASH_REDIS_REST_URL=your_redis_url
UPSTASH_REDIS_REST_TOKEN=your_redis_token
- Create an
.env.localfile in thefrontenddirectory:
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_anon_key
NEXT_PUBLIC_SUPABASE_URL=your_supabase_url
NEXT_PUBLIC_API_URL=your_api_url
- If you wish to use the project database, here are the keys
anon_key = eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpc3MiOiJzdXBhYmFzZSIsInJlZiI6ImF0ZHRteXVvZmVkYXJnbGJybnhmIiwicm9sZSI6ImFub24iLCJpYXQiOjE3NDA5MTY3MjMsImV4cCI6MjA1NjQ5MjcyM30.P7KYRlTjzZLh86LIdUj80Jn5wG2d08IEdZgS8T-enFE
url = https://atdtmyuofedarglbrnxf.supabase.co
Otherwise, you can create your own database using the schema in backend/app/database/schema.sql
- Install backend dependencies:
cd backend
pip install -r requirements.txt- Install frontend dependencies:
cd frontend
npm install- Start the backend server:
cd backend
fastapi dev app/main.py- Start the frontend development server:
cd frontend
npm run dev- Access the application at
http://localhost:3000
.
├── backend/
│ ├── app/
│ │ ├── core/ # Core business logic
│ │ ├── database/ # Database connections and schemas
│ │ ├── models/ # Pydantic models
│ │ ├── routers/ # API routes
│ │ └── main.py # Main application entry point
│ └── requirements.txt
├── frontend/
│ ├── app/ # Next.js pages and components
│ ├── components/ # Reusable UI components
│ ├── context/ # React context providers
│ ├── hooks/ # Custom React hooks
│ ├── lib/ # Utility functions
│ └── src/api/ # API client code
└── README.md
This project is licensed under the MIT License.