MyPortfolioBuddy

MyPortfolioBuddy is a filing-driven, long-only portfolio review application. It gives five investment personas the same point-in-time SEC snapshot, applies the existing AI Hedge Fund blend and risk engine, and records a sell, hold, add, or trim report. It never sends orders to a broker.

Prerequisites

• Node.js 24+
• uv
• Docker Desktop or another Docker-compatible runtime
• An OpenAI API key
• A real name/application and contact email for the SEC User-Agent

Local setup

cp .env.example .env
npm install
npx supabase start

Copy the local API URL, publishable key, and service-role key printed by Supabase into .env. Also set the SEC identity, OpenAI model, and OpenAI key. No market-data API key is required: SEC EDGAR supplies fundamentals and the public Yahoo Finance chart response supplies completed daily closes. Then copy browser variables into apps/web/.env.local.

cd apps/api
uv sync --dev
uv run uvicorn stockbuddy.main:app --reload

In a second terminal:

npm run dev:web

Open http://localhost:3000, create an account, and add holdings manually, import a CSV, or upload a portfolio screenshot for extraction and review:

ticker,shares
AAPL,20
MSFT,10

CSV imports may also include an optional purchase_price column.

Cash is entered separately because shares alone are insufficient to calculate current portfolio weights and order deltas.

Verification

cd apps/api && uv run ruff check src tests && uv run pytest
npm run test:web
npm run lint:web
npm run build:web
npm run supabase:test

See docs/ARCHITECTURE.md for system design and docs/OPERATIONS.md for data, security, and failure behavior.