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FinAlly — AI Trading Workstation

A visually stunning AI-powered trading workstation that streams live market data, lets you trade a simulated portfolio, and integrates an LLM chat assistant that can analyze positions and execute trades on your behalf. Looks and feels like a Bloomberg terminal with an AI copilot.

Features

  • Live price streaming via SSE — prices flash green/red on every tick
  • Sparkline mini-charts that accumulate from the live stream
  • Buy & sell with instant market orders against $10,000 virtual cash
  • Portfolio heatmap (treemap) sized by weight, colored by P&L
  • P&L chart tracking total portfolio value over time
  • AI chat assistant — ask questions, get analysis, and let the AI execute trades and manage your watchlist through natural language

Quick Start

Prerequisites

  • Docker
  • An OpenAI API key

Setup

# 1. Clone the repo
git clone <repo-url>
cd finally

# 2. Create your .env file
cp .env.example .env
# Edit .env and add your OPENAI_API_KEY

# 3. Build and run
docker build -t finally .
docker run -v finally-data:/app/db -p 8000:8000 --env-file .env finally

Open http://localhost:8000 in your browser.

Environment Variables

Variable Required Description
OPENAI_API_KEY Yes Powers the AI chat assistant
MASSIVE_API_KEY No Use real market data (omit to use the built-in simulator)
LLM_MOCK No Set true for deterministic mock responses (testing)

Architecture

Single Docker container on port 8000:

  • Frontend: Next.js (TypeScript), built as a static export and served by FastAPI
  • Backend: FastAPI (Python/uv) — REST API, SSE streaming, LLM integration
  • Database: SQLite (volume-mounted, auto-initialized with seed data)
  • Market data: Built-in GBM simulator by default; Massive REST API if key provided

Development

finally/
├── frontend/     # Next.js TypeScript project
├── backend/      # FastAPI uv project (Python)
├── planning/     # Project documentation
├── scripts/      # Start/stop helper scripts
├── test/         # Playwright E2E tests
└── db/           # Volume mount target for SQLite

See backend/README.md for backend-specific setup and planning/PLAN.md for full project specification.

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FinAlly Capstone Project - LLM driven Trader Workstation for Simulated Trading

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