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AI Stock Analyst

AI-powered stock analytics platform with a Flask backend, PostgreSQL datastore, React dashboard, and grounded AI assistant.

Architecture (Target)

+---------------------------+        +---------------------------+        +------------------------+
| Presentation Tier         | <----> | Application Tier          | <----> | Data Tier              |
| React + TypeScript (Vite) |        | Flask REST + Services     |        | PostgreSQL             |
| - Dashboard               |        | - Ingestion orchestration |        | - tickers              |
| - Comparison charts       |        | - Query/aggregation       |        | - price_history        |
| - AI chat panel           |        | - AI grounding + OpenAI   |        | - fundamentals         |
+---------------------------+        +---------------------------+        +------------------------+

Repository Layout

.
├── backend/
│   ├── app/
│   │   ├── ai/
│   │   ├── ingestion/
│   │   ├── models/
│   │   ├── routes/
│   │   ├── __init__.py
│   │   └── config.py
│   ├── tests/
│   └── pyproject.toml
├── frontend/
│   ├── src/
│   ├── package.json
│   └── vite.config.ts
├── docker-compose.yml
└── .env.example

Local Setup

  1. Copy env template and fill secrets when available:
    cp .env.example .env
  2. Start PostgreSQL:
    docker-compose up -d db
  3. Start backend:
    cd backend
    poetry install
    poetry run flask --app app run --debug
  4. Start frontend:
    cd frontend
    npm install
    npm run dev

Initial API Availability

  • GET /api/health -> basic backend status check.

Notes / To Be Completed in Later Milestones

  • Real stock data ingestion provider implementation and DB schema migrations.
  • REST resources for tickers, summaries, price history, and comparison.
  • Grounded AI assistant endpoint using OpenAI Responses API with citations.
  • CI workflow for backend tests + frontend build.

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