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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)

Quick Start

# Clone and configure
cp .env.example .env
# Add your OPENROUTER_API_KEY to .env

# Run with Docker
docker build -t finally .
docker run -v finally-data:/app/db -p 8000:8000 --env-file .env finally

# Open http://localhost:8000

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/
├── frontend/    # Next.js static export
├── backend/     # FastAPI uv project
├── planning/    # Project documentation and agent contracts
├── test/        # Playwright E2E tests
├── db/          # SQLite volume mount (runtime)
└── scripts/     # Start/stop helpers

License

See LICENSE.

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FinAlly Capstone Project - LLM driven Trader Workstation for Simulated Trading

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