📈 FinStream AI

A modern, full-stack financial portfolio management platform with real-time market data, automated data pipelines, and Agentic RAG AI that turns SEC 10-K forms into actionable portfolio insights.

🌐 Live Demo  •  📡 API Docs

Tech Stack

AI / LLM Stack

Backend

Frontend

Data & Pipelines

Infrastructure

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✨ Features

🤖 Agentic RAG Portfolio Intelligence Generate portfolio and ticker commentary through a multi-step LangGraph workflow that retrieves relevant SEC 10-K chunks before producing grounded AI insights. 📚 SEC Filing Knowledge Base Process 10-K filings with Airflow pipelines that download, extract, chunk, embed, and upsert filing sections into pgvector for retrieval-augmented analysis.

📊 Real-Time Market + Financial Data Track S&P 500 companies with automated price ingestion, historical charting, and company financials surfaced in a unified research workflow. 💼 Portfolio Management + Secure Access Create portfolios, manage holdings, review allocation analytics, and access the platform securely with Firebase-backed Google or GitHub sign-in.

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🏗️ Architecture

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🖼️ Screenshots

### Landing Page > Modern, animated landing page with glassmorphism effects

Stocks Dashboard

Browse S&P 500 stocks with real-time price cards and watchlist management

Stock Detail View

Interactive price history charts with financial metrics

Portfolio Management

Create portfolios, visualize analytics and view AI insights

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📁 Monorepo Structure

FinStream-AI/
├── 🎨 frontend/                  # Typescript + React Webpage
├── ⚙️ backend/                   # Spring Boot API + Agentic RAG AI
├── 🔄 airflow/                   # Data pipelines
└── 📊 data/                      # Seed scripts

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🚀 Quick Start (Development)

Each part of the monorepo has its own setup guide:

• Frontend README
• Backend README
• Airflow README
• Seed Scripts README

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📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

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