FinAlly — AI Trading Workstation
An AI-powered trading workstation that streams live market data, lets users trade a simulated portfolio, and integrates an LLM chat assistant that can analyze positions and execute trades. Built entirely by coding agents as a capstone for an agentic AI coding course.
Architecture
Single Docker container, single port (8000):
- Frontend: Next.js static export served by FastAPI
- Backend: FastAPI (Python/uv) with SQLite
- Market data: GBM simulator (default) or Polygon.io via Massive API
- AI: LiteLLM via OpenRouter with structured outputs for trade execution
Project Status
- Market data subsystem: Complete (simulator, Massive client, SSE streaming, price cache)
- Database, API, portfolio, frontend, AI chat, Docker: Not yet built
Development
# Backend
cd backend
uv sync --extra dev
uv run --extra dev pytest -v
# Market data demo
cd backend
uv run market_data_demo.pyEnvironment Variables
| Variable | Required | Description | |----------|----------|-------------| | OPENROUTER_API_KEY | Yes | OpenRouter API key for LLM chat | | MASSIVE_API_KEY | No | Polygon.io key for real market data (simulator used if absent) | | LLM_MOCK | No | Set true for deterministic mock LLM responses |
See planning/PLAN.md for the full specification.
License
See LICENSE.
