AI-powered personal portfolio intelligence platform for Indian investors. Track stocks & mutual funds, get trading signals, tax insights, and smart alerts.
- Portfolio Tracking — Real-time holdings with P&L, XIRR, sector allocation
- Tax Center — STCG/LTCG breakdown, tax harvesting, advance tax schedule
- ITR Filing — 12-step wizard with AIS/26AS parsing, FIFO capital gains, regime comparison
- AI Chat — Portfolio-aware assistant with streaming responses (Groq/Llama 3.3)
- Smart Signals — AI-powered buy/sell/hold recommendations
- Alerts — Price targets, 52-week highs/lows, volume spikes via Email + Telegram
- MF Analytics — Overlap analyzer, health check, expense impact
- Financial Planning — Goals, SIP tracker, networth history, 8 calculators
- Family Vault — Secure document storage with nominee access
| Component | Technology |
|---|---|
| Frontend | Next.js 16, React 19, Tailwind CSS 4 |
| Backend | FastAPI, Python 3.10+, Uvicorn |
| Database | MongoDB Atlas (Motor + Beanie ODM) |
| Cache | Redis (Upstash) — market-aware TTL |
| AI | Groq (Llama 3.3 70B) — streaming chat |
| Market Data | Yahoo Finance (yfinance, httpx) |
| Auth | JWT (httpOnly cookies) + Google OAuth |
| Notifications | Telegram Bot, SMTP Email, Web Push |
| Scheduling | APScheduler (IST timezone) |
| CI/CD | GitHub Actions, Docker, Koyeb + Vercel |
# Backend
cd backend && python -m venv venv && source venv/bin/activate
pip install -r requirements.txt
cp ../.env.example .env # Edit with your credentials
uvicorn app.main:app --reload
# Frontend
cd frontend && npm install && npm run devstockpilot/
├── backend/
│ ├── app/
│ │ ├── api/v1/ # Route handlers (auth, portfolio, analytics, finance, itr, chat, market, vault)
│ │ ├── core/ # Config, security, database, constants
│ │ ├── middleware/ # Rate limiting, security headers
│ │ ├── models/documents/# Beanie ODM models
│ │ ├── services/ # Business logic (base, itr, market, portfolio, chat, signals)
│ │ ├── tasks/ # APScheduler background jobs
│ │ └── utils/ # Logger, pagination, helpers
│ └── tests/ # pytest (unit, edge_cases, security)
├── frontend/
│ └── src/
│ ├── app/ # Next.js pages (28 routes)
│ ├── components/ # Navbar, ChatWidget, ErrorBoundary
│ └── lib/ # API client, WebSocket hook
├── Dockerfile # Backend (multi-stage, non-root)
├── Dockerfile.frontend # Frontend (standalone)
├── docker-compose.yml # Full stack (backend + redis + frontend)
└── .github/workflows/ci.yml # Lint + test + build
See .env.example for full reference. Required:
SECRET_KEY=your-jwt-secret
MONGODB_URI=mongodb+srv://...
REDIS_URL=redis://...cd backend && source venv/bin/activate
python -m pytest tests/ -v # 100 tests covering tax engine, capital gains, security# Docker
docker-compose up --build
# Or deploy separately:
# Backend → Koyeb (auto-deploys from main)
# Frontend → Vercel (auto-deploys from main)| Module | Endpoints | Description |
|---|---|---|
| Auth | 5 | Register, login, Google OAuth, logout, settings |
| Portfolio | 17 | Holdings, transactions, import, sectors, dashboard |
| Analytics | 12 | Metrics, returns, drawdown, signals, rebalance |
| Finance | 15 | Tax, dividends, networth, goals, SIP |
| ITR | 18 | Profile, upload, reconcile, compute, export |
| Market | 8 | Quotes, indices, research, screener |
| Chat | 2 | AI streaming chat with portfolio context |
| Vault | 10 | Entries, nominees, file upload/download |
MIT