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FinAlly — AI Trading Workstation

A visually stunning AI-powered trading workstation that streams live market data, simulates portfolio trading, and integrates an LLM chat assistant that can analyze positions and execute trades via natural language.

Built entirely by coding agents as a capstone project for an agentic AI coding course.

Features

  • Live price streaming via SSE with green/red flash animations
  • Simulated portfolio — $10k virtual cash, market orders, instant fills
  • Portfolio visualizations — heatmap (treemap), P&L chart, positions table
  • AI chat assistant — analyzes holdings, suggests and auto-executes trades
  • Watchlist management — track tickers manually or via AI
  • Dark terminal aesthetic — Bloomberg-inspired, data-dense layout

Architecture

Single Docker container serving everything on port 8000:

  • Frontend: Next.js (static export) with TypeScript and Tailwind CSS
  • Backend: FastAPI (Python/uv) with SSE streaming
  • Database: SQLite with lazy initialization
  • AI: LiteLLM → OpenRouter (Cerebras inference) with structured outputs
  • Market data: Built-in GBM simulator (default) or Massive API (optional)

Status

In progress. The market data backend (simulator + Massive API client) is complete. See planning/PLAN.md for the full specification and planning/MARKET_DATA_SUMMARY.md for details on the completed market data component.

Environment Variables

Variable Required Description
OPENROUTER_API_KEY Yes OpenRouter API key for AI chat
MASSIVE_API_KEY No Massive (Polygon.io) key for real market data; omit to use simulator
LLM_MOCK No Set true for deterministic mock LLM responses (testing)

Project Structure

finally/
├── backend/     # FastAPI uv project (market data complete)
├── planning/    # Project documentation and agent contracts
└── LICENSE

License

See LICENSE.

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FinAlly Capstone Project - LLM driven Trader Workstation for Simulated Trading

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