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FinIntel Dashboard 📈

Live Demo

FinIntel is a professional, production-grade financial dashboard and portfolio management platform built with the MERN stack. It empowers users with real-time stock data, paper trading capabilities, AI-driven market insights, and comprehensive portfolio tracking.

🚀 Features

  • Real-Time Market Data: Search global stocks, view high-frequency ticker tapes, and interactive charts (powered by Lightweight Charts).
  • AI Market Analyst: Leverages LLaMA (via Groq) to provide daily morning briefings, analyze news sentiment, and generate actionable technical insights.
  • Paper Trading Simulator: Practice trading risk-free with a virtual account balance.
  • Real Portfolio Management: Track actual holdings with real-time profit/loss calculations and export reports to CSV or PDF.
  • Automated Price Alerts: Set target prices (above/below) and receive alerts driven by background cron jobs.
  • Stock Screener: Discover new investment opportunities based on various technical and fundamental metrics.
  • Authentication: Secure user login via Firebase Auth.
  • Responsive & Dynamic UI: Features Dark/Light modes, fluid animations (Framer Motion), and a mobile-friendly layout.

🛠️ Tech Stack

Frontend:

  • React 19, React Router v7
  • Framer Motion (Animations)
  • Lucide React (Icons)
  • Lightweight Charts (Financial Charting)
  • jsPDF & AutoTable (Export features)
  • Firebase Auth

Backend:

  • Node.js & Express.js
  • MongoDB & Mongoose (Database & Models)
  • Node-Cron (Automated alerts)
  • Node-Cache (API Rate-limit protection)
  • Sentiment (News sentiment analysis)
  • Groq SDK (LLaMA AI integration)

APIs Used:

  • Yahoo Finance (Fundamentals & Data)
  • Twelve Data (Time Series Data)
  • Finnhub (Ticker Tape & News)

📁 Project Structure

stock-insight-dashboard/
├── client/                 # React Frontend
│   ├── public/
│   ├── src/
│   │   ├── components/     # App.js, StockChart.js, Screener.js, etc.
│   │   ├── utils/
│   │   └── firebase.js     # Firebase auth config
│   └── package.json
├── server/                 # Node.js Backend
│   ├── models/             # Mongoose schemas (Alert, Portfolio, VirtualAccount, etc.)
│   ├── index.js            # Main Express app, API routes, and Cron jobs
│   └── package.json
└── README.md

⚙️ Local Development Setup

1. Prerequisites

  • Node.js (v18+ recommended)
  • MongoDB account/cluster
  • API Keys for Groq, Twelve Data, and Finnhub
  • Firebase Project for authentication

2. Backend Setup

Navigate to the server directory and install dependencies:

cd server
npm install

Create a .env file in the server directory:

PORT=5000
MONGO_URI=your_mongodb_connection_string
GROQ_KEY=your_groq_api_key
STOCK_API_KEY=your_twelve_data_api_key
FINNHUB_API_KEY=your_finnhub_api_key

Start the backend server:

npm run dev

3. Frontend Setup

Navigate to the client directory and install dependencies:

cd ../client
npm install

Set up your Firebase configuration in client/src/firebase.js if you haven't already.

Start the React app:

npm start

The app will run locally at http://localhost:3000 and the API will be available at http://localhost:5000.


📝 License

This project is for educational and personal use. Data provided by third-party APIs must be used in accordance with their respective terms of service.

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