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FinAlly Capstone Project - LLM driven Trader Workstation for Simulated Trading

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FinAlly — AI Trading Workstation

An AI-powered trading terminal: live market data, a simulated $10k portfolio, and an LLM assistant that can analyze positions and execute trades through chat. Built entirely by coding agents as the capstone of an agentic AI coding course.

Features

  • Live prices over SSE with green/red flash animations and sparklines
  • Market orders with instant fills, fractional shares, no fees
  • Portfolio heatmap, P&L chart and positions table
  • AI chat (LiteLLM → OpenRouter, Cerebras) that auto-executes trades and watchlist changes
  • Built-in GBM market simulator, or real data via the Massive (Polygon.io) API

Stack

One Docker container on port 8000: FastAPI (Python, uv) serves the API, the SSE stream and a static Next.js export. State lives in SQLite at db/finally.db.

Quick Start

cp .env.example .env        # then set OPENROUTER_API_KEY
docker build -t finally .
docker run -v finally-data:/app/db -p 8000:8000 --env-file .env finally

Open http://localhost:8000. The scripts/ folder will provide start/stop wrappers for macOS/Linux and Windows.

Environment Variables

Variable Required Purpose
OPENROUTER_API_KEY Yes AI chat
MASSIVE_API_KEY No Real market data; the simulator is used when empty
LLM_MOCK No true for deterministic mock chat responses (tests)
DB_PATH No SQLite file location (default db/finally.db)

Development

cd backend
uv sync --dev
uv run pytest

Status

The market data subsystem (backend/app/market/) is complete. The rest of the backend, the frontend, Docker setup and E2E tests are in progress. The spec is planning/PLAN.md.

License

See LICENSE.

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FinAlly Capstone Project - LLM driven Trader Workstation for Simulated Trading

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