FinanceAI - AI-Powered Financial Analysis Platform

A production-ready financial analysis platform with AI-powered insights, real-time market data, portfolio management, and advanced search capabilities.

🎯 Overview

FinanceAI is a comprehensive financial analysis platform that combines real-time market data with AI-powered insights to help users make informed investment decisions. Built with modern web technologies and optimized for performance, accessibility, and user experience.

✨ Key Features

🤖 Multi-Agent AI Advisors (NEW!)

LangGraph Architecture: Orchestrator-Workers pattern with intelligent routing
3 Specialized Advisors: Crypto, Forex, and Stock analysis
4-Agent Teams: Supervisor, Technical Analyst, Sentiment Analyst, Market Researcher
Real-time Streaming: Live agent status updates with SSE
Smart Routing: 1-2 agents for simple queries, 2-3 for comprehensive analysis
Token Optimized: 60-70% token savings vs. traditional approaches

📊 Multi-Market Analysis

Stocks: Real-time stock data with technical indicators
Forex: Currency pair analysis and trends
Crypto: Cryptocurrency market tracking

💼 Portfolio Management

Create and manage multiple portfolios
Track holdings with real-time P&L calculations
Portfolio analytics dashboard with interactive charts
Export portfolio data (CSV/PDF)

👁️ Watchlist System

Track favorite assets across all markets
Quick access to watched assets
Statistics and performance tracking
Export watchlist data

🔍 Advanced Search

Command palette (⌘K / Ctrl+K)
Real-time fuzzy search across all markets
Recent items tracking
Keyboard-first navigation

📈 Data Visualizations

Portfolio value over time (area charts)
Asset allocation (pie charts)
P&L breakdown (bar charts)
Market heatmap (sector performance)
Correlation matrix (diversification analysis)
OHLC price charts with time ranges

🤖 Multi-Agent AI Advisors

LangGraph Multi-Agent Architecture: Orchestrator-Workers pattern with specialized agents
3 Market Advisors: Crypto, Forex, and Stock analysis with dedicated AI teams
Smart Routing: Supervisor agent intelligently routes queries to specialist agents
Specialized Agents:
- Technical Analyst: Price data, indicators (RSI, MACD, EMA, Bollinger Bands, ATR, ADX)
- Sentiment Analyst: Reddit community analysis (15+ subreddits, 75% bullish tracking)
- Market Researcher: News, earnings, sector trends via Tavily search
- Final Response: Synthesis and actionable insights
LLM Models: LLaMA 3.3 70B (supervisor) + LLaMA 3.1 8B (workers) via Groq
Token Optimization: Message truncation, smart routing (1-2 agents for simple queries)
Real-time Streaming: SSE (Server-Sent Events) for live agent status updates

🎨 Modern UI/UX

Beautiful, responsive design
Dark/Light theme support
Smooth animations with Framer Motion
Accessible (WCAG AA compliant)
Progressive Web App (PWA)

🛠️ Tech Stack

Frontend

Framework: Next.js 15 (App Router)
Language: TypeScript
Styling: Tailwind CSS
UI Components: shadcn/ui
Animations: Framer Motion
Charts: Recharts, D3.js
State Management: React Hooks, SWR

Backend

Runtime: Node.js
API: Next.js API Routes
Database: MongoDB Atlas
Authentication: NextAuth.js
Multi-Agent AI:
- LangGraph (State Machine Orchestration)
- LangChain (Tool Integration)
- Groq (LLaMA 3.3 70B + LLaMA 3.1 8B)
Search & Intelligence: Tavily API

Data Sources

Market Data: Twelve Data API (stocks, forex, crypto)
News: NewsAPI
Community Sentiment: Reddit API (15+ financial subreddits)
Market Intelligence: Tavily Search API
Technical Indicators: RSI, MACD, EMA, Bollinger Bands, ATR, ADX, OBV

Development Tools

Testing: Jest, React Testing Library, Playwright
E2E Testing: Playwright (multi-browser + mobile)
Linting: ESLint, Prettier
Accessibility: axe-core, eslint-plugin-jsx-a11y
Bundle Analysis: @next/bundle-analyzer
CI/CD: GitHub Actions
Security: DOMPurify (XSS prevention)

🧪 Testing & Quality Assurance

Comprehensive Test Coverage

Unit Tests: 28 tests with Jest & React Testing Library
- Rate limiter tests
- API client tests
- Utility function tests
E2E Tests: 25+ tests with Playwright
- Homepage & navigation
- Search functionality (Command Palette)
- Portfolio management
- Watchlist operations
- Market data pages
- Multi-browser testing (Chrome, Firefox, Safari)
- Mobile testing (Pixel 5, iPhone 12)
CI/CD: Automated testing on every push/PR
Code Coverage: Codecov integration

Security Features

Security Headers: 8 comprehensive headers
- HSTS (Strict Transport Security)
- CSP (Content Security Policy)
- X-Frame-Options (Clickjacking prevention)
- X-XSS-Protection
- And more...
Input Sanitization: DOMPurify integration
- XSS prevention
- HTML sanitization
- URL validation
- Email validation
- Filename sanitization
Environment Validation: Required variable checking
Rate Limiting: API route protection
CSRF Protection: NextAuth.js integration

🚀 Quick Start

Prerequisites

Node.js 18+ and npm
MongoDB Atlas account (free tier)
API keys (see Environment Variables)

Installation

# Clone the repository
git clone https://github.com/RobinMillford/Ai-Finance.git
cd Ai-Finance

# Install dependencies
npm install

# Set up environment variables
cp .env.example .env.local
# Edit .env.local with your API keys

# Run development server
npm run dev

Open http://localhost:3000 to see the application.

Build for Production

# Create optimized production build
npm run build

# Start production server
npm start

# Analyze bundle size
ANALYZE=true npm run build

🔐 Environment Variables

Create a .env.local file in the root directory:

# Database
MONGODB_URI=your_mongodb_connection_string

# Authentication
NEXTAUTH_SECRET=your_nextauth_secret
NEXTAUTH_URL=http://localhost:3000

# Market Data
TWELVE_DATA_API_KEY=your_twelve_data_key

# News
NEWS_API_KEY=your_news_api_key
NEXT_PUBLIC_NEWSAPI_KEY=your_news_api_key

# AI - Multi-Agent System (Required)
GROQ_API_KEY=your_groq_api_key
NEXT_PUBLIC_GROQ_API_KEY=your_groq_api_key

# Search & Intelligence
TAVILY_API_KEY=your_tavily_api_key
NEXT_PUBLIC_TAVILY_API_KEY=your_tavily_api_key

# Base URL
NEXT_PUBLIC_BASE_URL=http://localhost:3000

# Reddit (Optional - for sentiment analysis)
REDDIT_CLIENT_ID=your_reddit_client_id
REDDIT_CLIENT_SECRET=your_reddit_client_secret

Getting API Keys

MongoDB: MongoDB Atlas
Twelve Data: Twelve Data
NewsAPI: NewsAPI
Groq: Groq Cloud
Tavily: Tavily
Reddit: Reddit Apps

📁 Project Structure

financeai/
├── app/                      # Next.js app directory
│   ├── api/                  # API routes
│   │   ├── chat/             # Crypto Multi-Agent API
│   │   ├── forex-chat/       # Forex Multi-Agent API
│   │   ├── stock-chat/       # Stock Multi-Agent API
│   │   ├── portfolio/        # Portfolio endpoints
│   │   ├── watchlist/        # Watchlist endpoints
│   │   ├── stocks/           # Stock data
│   │   ├── forex/            # Forex data
│   │   ├── cryptos/          # Crypto data
│   │   ├── reddit/           # Reddit sentiment
│   │   ├── news/             # News aggregation
│   │   └── market-intelligence/ # Market intelligence
│   ├── cryptoadvisor/        # Crypto Multi-Agent UI
│   ├── forexadvisor/         # Forex Multi-Agent UI
│   ├── stockadvisor/         # Stock Multi-Agent UI
│   ├── portfolio/            # Portfolio pages
│   ├── watchlist/            # Watchlist pages
│   ├── stocks/               # Stock analysis
│   ├── forexs/               # Forex analysis
│   ├── cryptos/              # Crypto analysis
│   └── layout.tsx            # Root layout
├── components/               # React components
│   ├── ui/                   # UI components (shadcn)
│   ├── charts/               # Chart components
│   │   ├── PortfolioAnalytics.tsx
│   │   ├── MarketHeatmap.tsx
│   │   ├── CorrelationMatrix.tsx
│   │   └── PriceChart.tsx
│   ├── CommandPalette.tsx    # Search command palette
│   ├── ExportButton.tsx      # Export functionality
│   └── ...
├── lib/                      # Utility functions
│   ├── ai/                   # Multi-Agent AI system
│   │   ├── config.ts         # LLM configuration
│   │   ├── graph.ts          # Crypto Multi-Agent graph
│   │   ├── forex-graph.ts    # Forex Multi-Agent graph
│   │   ├── stock-graph.ts    # Stock Multi-Agent graph
│   │   └── tools/            # AI tools
│   │       ├── financial.ts  # Crypto price & indicators
│   │       ├── forex.ts      # Forex quotes & indicators
│   │       ├── stock.ts      # Stock quotes & indicators
│   │       ├── social.ts     # Reddit sentiment
│   │       └── search.ts     # Tavily search & intelligence
│   ├── export-utils.ts       # CSV/PDF export
│   ├── mongodb.ts            # Database connection
│   ├── market-intelligence.ts # Market analysis
│   └── ...
├── models/                   # MongoDB models
│   ├── Portfolio.ts
│   ├── Watchlist.ts
│   └── User.ts
├── contexts/                 # React contexts
│   └── AuthContext.tsx
├── e2e/                      # Playwright E2E tests
│   ├── homepage.spec.ts
│   ├── search.spec.ts
│   ├── portfolio.spec.ts
│   ├── watchlist.spec.ts
│   └── market-data.spec.ts
├── public/                   # Static assets
└── next.config.js            # Next.js configuration

🎨 Features in Detail

Multi-Agent AI Advisors

Revolutionary AI-powered analysis with specialized agent teams:

Architecture:

Orchestrator-Workers Pattern: Supervisor coordinates specialized agents
Smart Routing: Query analysis routes to optimal agents (1-2 for simple, 2-3 for complex)
Streaming Updates: Real-time agent status badges with SSE
Token Optimization: Message history truncation, efficient routing (60-70% token savings)

Three Market-Specific Advisors:

Crypto Advisor - Cryptocurrency analysis with social sentiment
Forex Advisor - Currency pair analysis with economic indicators
Stock Advisor - US stock analysis with technical & fundamental data

Agent Team per Advisor:

Supervisor (LLaMA 3.3 70B) - Routes queries, enforces 3-call limit
Technical Analyst (LLaMA 3.1 8B) - Price, volume, indicators
Sentiment Analyst (LLaMA 3.1 8B) - Reddit community analysis
Market Researcher (LLaMA 3.1 8B) - News, earnings, events

Example Workflows:

"What's AAPL price?" → TechnicalAnalyst → Response (1 agent, <5s)
"Analyze TSLA" → TechnicalAnalyst + SentimentAnalyst → Response (2 agents, <10s)
"BTC outlook" → All 3 agents → Comprehensive Response (<15s)

Portfolio Management

Create and manage investment portfolios with:

Add/remove holdings
Real-time P&L tracking
Performance analytics
Asset allocation visualization
Export to CSV/PDF

Watchlist System

Track your favorite assets:

Multi-market support (stocks, forex, crypto)
Quick access from any page
Performance statistics
Export capabilities

Advanced Search

Powerful search with:

Keyboard shortcuts (⌘K / Ctrl+K)
Fuzzy matching
Recent searches
Cross-market search

Data Visualizations

Professional charts:

Portfolio analytics dashboard
Market heatmap
Correlation matrix
OHLC price charts
Interactive tooltips

🧪 Testing

# Run unit tests
npm test

# Run tests in watch mode
npm test -- --watch

# Run tests with coverage
npm test -- --coverage

# Run E2E tests
npx playwright test

# Run E2E tests in UI mode
npx playwright test --ui

# Run E2E tests on specific browser
npx playwright test --project=chromium

# View E2E test report
npx playwright show-report

Test Coverage

Unit Tests: 28 tests (Jest + React Testing Library)
E2E Tests: 25+ tests (Playwright)
Total: 53+ automated tests
Coverage: 85%+ on tested modules

📊 Performance

Lighthouse Score: 90+ (Production)
First Contentful Paint: <0.5s
Largest Contentful Paint: <2.5s
Time to Interactive: <3s
Cumulative Layout Shift: <0.1

Optimizations Implemented

Code splitting and lazy loading
React.memo and useMemo for expensive operations
Image optimization (WebP/AVIF)
Bundle size optimization
Server-side rendering where appropriate
Edge caching for static assets

♿ Accessibility

WCAG AA compliant
Keyboard navigation support
Screen reader compatible
ARIA labels and roles
Semantic HTML
Color contrast compliance

🔒 Security

Secure authentication with NextAuth.js
Environment variable validation
Rate limiting on API routes
Input sanitization
CSRF protection
Security headers (HSTS, XFO, CSP)

📱 Progressive Web App

Installable on desktop and mobile
Offline support (coming soon)
App-like experience
Fast loading times

🤝 Contributing

Contributions are welcome! Please follow these steps:

Fork the repository
Create a feature branch (git checkout -b feature/amazing-feature)
Commit your changes (git commit -m 'Add amazing feature')
Push to the branch (git push origin feature/amazing-feature)
Open a Pull Request

Please ensure:

Code follows TypeScript and ESLint standards
Tests pass (npm test)
Accessibility guidelines are followed
Documentation is updated

👨‍💻 Author

Yamin Hossain

LinkedIn: Yamin Hossain
GitHub: @RobinMillford

🙏 Acknowledgments

Next.js - React framework
LangGraph - Multi-agent orchestration
LangChain - AI tool integration
Groq - Ultra-fast LLM inference
shadcn/ui - UI components
Recharts - Chart library
Twelve Data - Market data
Tavily - AI-powered search

🗺️ Roadmap

✅ Completed

🚧 In Progress

Real-time price updates via WebSocket
Advanced technical indicators (Fibonacci, Ichimoku)
Price alerts and notifications
Multi-timeframe analysis

📋 Planned

Voice-controlled AI assistant
Advanced backtesting with historical data
Social trading features & copy trading
Mobile app (React Native)
Advanced portfolio analytics (Sharpe ratio, beta, alpha)
Multi-language support (ES, FR, DE, JP, CN)
Options & derivatives trading analysis

📄 License

This project is licensed under the GNU General Public License v3.0 - see the LICENSE file for details.

GPL-3.0 License Summary

✅ Freedom to use - Use the software for any purpose
✅ Freedom to study - Study how the program works and modify it
✅ Freedom to share - Redistribute copies to help others
✅ Freedom to improve - Distribute modified versions

Note: Any derivative work must also be licensed under GPL-3.0 and source code must be made available.

Built with ❤️ using Next.js and TypeScript

Name		Name	Last commit message	Last commit date
Latest commit History 193 Commits
.github		.github
app		app
components		components
contexts		contexts
e2e		e2e
hooks		hooks
lib		lib
models		models
public		public
.eslintrc.json		.eslintrc.json
.gitignore		.gitignore
.npmrc		.npmrc
LICENSE		LICENSE
README.md		README.md
components.json		components.json
jest.config.js		jest.config.js
jest.setup.ts		jest.setup.ts
middleware.ts		middleware.ts
next.config.js		next.config.js
package-lock.json		package-lock.json
package.json		package.json
playwright.config.ts		playwright.config.ts
postcss.config.js		postcss.config.js
tailwind.config.ts		tailwind.config.ts
test-api.http		test-api.http
tsconfig.json		tsconfig.json

Folders and files

Latest commit

History

Repository files navigation

FinanceAI - AI-Powered Financial Analysis Platform

🎯 Overview

✨ Key Features

🤖 Multi-Agent AI Advisors (NEW!)

📊 Multi-Market Analysis

💼 Portfolio Management

👁️ Watchlist System

🔍 Advanced Search

📈 Data Visualizations

🤖 Multi-Agent AI Advisors

🎨 Modern UI/UX

🛠️ Tech Stack

Frontend

Backend

Data Sources

Development Tools

🧪 Testing & Quality Assurance

Comprehensive Test Coverage

Security Features

🚀 Quick Start

Prerequisites

Installation

Build for Production

🔐 Environment Variables

Getting API Keys

📁 Project Structure

🎨 Features in Detail

Multi-Agent AI Advisors

Portfolio Management

Watchlist System

Advanced Search

Data Visualizations

🧪 Testing

Test Coverage

📊 Performance

Optimizations Implemented

♿ Accessibility

🔒 Security

📱 Progressive Web App

🤝 Contributing

👨‍💻 Author

🙏 Acknowledgments

🗺️ Roadmap

✅ Completed

🚧 In Progress

📋 Planned

📄 License

GPL-3.0 License Summary

About

Topics

Resources

License

Uh oh!

Stars

Watchers

Forks

Releases

Packages 0

Uh oh!

Uh oh!

Contributors

Uh oh!

Languages

Packages