Foliowise
Intelligent Portfolio Tracking with AI-Powered Insights
Features • Demo • Tech Stack • Installation • API Reference • Documentation
Personal Contribution
Foliowise was built using AI-assisted development (Claude). I designed the
product, defined the architecture, and directed implementation through detailed
prompting and iteration. All feature decisions, debugging, deployment, and
integration work were hands-on. The codebase reflects my understanding of
full-stack development with FastAPI, Angular, and PostgreSQL.
Overview
Foliowise is a comprehensive investment portfolio tracker that combines real-time market data, AI-powered insights, sentiment analysis, and gamified virtual trading competitions. Built for modern investors who want more than just tracking—they want intelligence.
Track. Analyze. Compete. Grow.
Features
Core Portfolio Management
- Real-Time Tracking — Live stock prices from Yahoo Finance with automatic updates
- Holdings Management — Add, edit, delete holdings with transaction history
- Performance Analytics — Track total value, P/L, daily changes, and historical performance
- Allocation Visualization — Interactive pie charts showing portfolio distribution
- CSV Import/Export — Bulk import holdings, export data for tax reporting
AI & Analytics
- AI-Powered Insights — Claude-powered portfolio analysis and recommendations
- Price Predictions — Ensemble ML models (Linear Regression, EMA, Mean Reversion) with confidence bands
- Sentiment Analysis — NLP-based news sentiment for individual stocks and portfolio-wide
- Weekly Digest — AI-generated portfolio health reports with actionable recommendations
Trading Arena 🏆
- Virtual Competitions — Compete with $100K paper money portfolios
- Weekly Challenges — Auto-generated weekly trading competitions
- Real-Time Leaderboards — Track your ranking against other traders
- Achievement System — 12 unlockable badges (First Trade, Champion, Hot Streak, etc.)
- Win Rate Tracking — Monitor your trading performance over time
Alerts & Notifications
- Price Alerts — Set ABOVE/BELOW price targets with instant notifications
- Email Notifications — Get alerted when price targets are hit (via Resend)
- Triggered Alert History — Review past alerts and market movements
Additional Features
- Stock Lookup — Search and view any stock without adding to holdings
- Stock Comparison — Compare 2-5 stocks side-by-side with charts
- Watchlist — Track stocks you're interested in
- Dividend Tracking — Log dividend payments with summary analytics
- Portfolio Goals — Set and track investment milestones
- Transaction History — Full buy/sell history with realized gains calculation
Monetization
- Subscription Tiers — Free, Pro ($9.99/mo), Pro+ ($19.99/mo)
- Stripe Integration — Secure payment processing with customer portal
- Referral Program — Earn rewards for inviting friends
- Usage Limits — Tiered access to features based on subscription
Demo
Dashboard
Real-time portfolio overview with performance charts, allocation breakdown, and key metrics.
Trading Arena
Virtual trading competitions with leaderboards, achievements, and paper trading.
AI Insights
Get intelligent recommendations and chat with AI about your portfolio.
Tech Stack
Backend
| Technology | Version | Purpose |
|---|
| Python | 3.11+ | Runtime |
| FastAPI | 0.100+ | Web framework |
| PostgreSQL | 15+ | Database |
| SQLAlchemy | 2.0+ | ORM |
| Pydantic | 2.0+ | Validation |
| yfinance | 0.2+ | Market data |
| TextBlob | 0.17+ | Sentiment analysis |
| Stripe | 7.0+ | Payments |
| Resend | 0.6+ | Email delivery |
Frontend
| Technology | Version | Purpose |
|---|
| Angular | 21 | SPA framework |
| TypeScript | 5.9 | Language |
| Tailwind CSS | 3.4 | Styling |
| Chart.js | 4.5 | Data visualization |
| RxJS | 7.8 | Reactive programming |
Infrastructure
- Hosting: Render
- Database: PostgreSQL (Render managed)
- CDN: Render static hosting
Installation
Prerequisites
- Python 3.11+
- Node.js 18+
- PostgreSQL 15+
- npm 10+
Backend Setup
# Clone repository
git clone https://github.com/singhsimar486/Foliowise.git
cd Foliowise/backend
# Create virtual environment
python3 -m venv venv
source venv/bin/activate # Windows: venv\Scripts\activate
# Install dependencies
pip install -r requirements.txt
# Configure environment
cat > .env << EOF
DATABASE_URL=postgresql://username@localhost:5432/foliowise
SECRET_KEY=$(openssl rand -hex 32)
DEBUG=True
# Optional: Stripe (for subscriptions)
STRIPE_SECRET_KEY=sk_test_...
STRIPE_WEBHOOK_SECRET=whsec_...
STRIPE_PRO_PRICE_ID=price_...
STRIPE_PRO_PLUS_PRICE_ID=price_...
# Optional: Resend (for email alerts)
RESEND_API_KEY=re_...
FRONTEND_URL=http://localhost:4200
EOF
# Create database
createdb foliowise
# Run server
uvicorn app.main:app --reload
Frontend Setup
cd ../frontend
# Install dependencies
npm install
# Configure environment
echo 'export const environment = { apiUrl: "http://localhost:8000" };' > src/environments/environment.ts
# Run development server
npm start
Access
API Reference
Authentication
| Method | Endpoint | Description |
|---|
| POST | /auth/register | Create account |
| POST | /auth/login | Get JWT token |
| GET | /auth/me | Current user |
Holdings
| Method | Endpoint | Description |
|---|
| GET | /holdings/ | List holdings |
| POST | /holdings/ | Create holding |
| PUT | /holdings/{id} | Update holding |
| DELETE | /holdings/{id} | Delete holding |
| POST | /holdings/import | Import CSV |
Portfolio
| Method | Endpoint | Description |
|---|
| GET | /portfolio/summary | Portfolio with live data |
| GET | /portfolio/allocation | Allocation breakdown |
| GET | /portfolio/gains | Realized/unrealized gains |
| GET | /portfolio/performance | Historical performance |
Market Data
| Method | Endpoint | Description |
|---|
| GET | /market/quote/{ticker} | Real-time quote |
| GET | /market/history/{ticker} | Historical OHLCV |
| GET | /market/search | Search stocks |
| GET | /market/predict/{ticker} | Price prediction |
Competitions
| Method | Endpoint | Description |
|---|
| GET | /competitions/ | List competitions |
| POST | /competitions/{id}/join | Join competition |
| POST | /competitions/{id}/trade | Make virtual trade |
| GET | /competitions/{id}/leaderboard | Get leaderboard |
| GET | /competitions/achievements/me | User achievements |
Additional Endpoints
- Alerts:
/alerts/ — Price alert management
- Watchlist:
/watchlist/ — Stock watchlist
- Insights:
/insights/ — AI analysis and chat
- Dividends:
/dividends/ — Dividend tracking
- Goals:
/goals/ — Portfolio goals
- Transactions:
/transactions/ — Transaction history
- Subscriptions:
/subscriptions/ — Stripe integration
- Settings:
/settings/ — Account management
Full API documentation: See TECHNICAL_DOCUMENTATION.md
Documentation
Generate PDF
chmod +x convert_to_pdf.sh
./convert_to_pdf.sh
Project Structure
foliowise/
├── backend/
│ ├── app/
│ │ ├── main.py # FastAPI application
│ │ ├── config.py # Environment settings
│ │ ├── database.py # SQLAlchemy setup
│ │ ├── models/ # ORM models (9 files)
│ │ ├── routers/ # API routes (14 files)
│ │ └── services/ # Business logic (8 files)
│ └── requirements.txt
│
├── frontend/
│ ├── src/app/
│ │ ├── components/ # Angular components (22)
│ │ ├── services/ # API & auth services
│ │ └── guards/ # Route guards
│ ├── tailwind.config.js
│ └── package.json
│
├── TECHNICAL_DOCUMENTATION.md
└── README.md
Subscription Tiers
| Feature | Free | Pro | Pro+ |
|---|
| Holdings | 10 | 100 | Unlimited |
| Price Alerts | 1 | 25 | Unlimited |
| Stock Lookups/day | 5 | 50 | Unlimited |
| AI Questions/day | 3 | 50 | Unlimited |
| Competitions | 1 | Unlimited | Unlimited |
| Email Alerts | No | Yes | Yes |
| Priority Support | No | No | Yes |
| Price | $0 | $9.99/mo | $19.99/mo |
Roadmap
Contributing
- Fork the repository
- Create feature branch (
git checkout -b feature/amazing-feature)
- Commit changes (
git commit -m 'Add amazing feature')
- Push to branch (
git push origin feature/amazing-feature)
- Open Pull Request
License
This project is licensed under the MIT License - see the LICENSE file for details.
Author
Simar Singh
Built with passion for investors who want more.
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