InvesthreeAI

A modern AI-powered investment assistant web application, built with React, TypeScript, AWS, and TailwindCSS.

---

Features

Onboarding & Personalization

• First-Time User Survey: New users complete a personalized survey to tailor investment advice and recommendations.
• Dynamic User Experience: The app adapts content and suggestions based on user profile and survey results.

AI-Powered Investment Tools

• AI Investment Advice: Receive AI-generated investment analysis, news summaries, and actionable insights.
• AI Chatbot: Ask investment-related questions and get instant, context-aware AI responses.
• Price Prediction: Get AI-driven predictions for individual stocks, ETFs, and cryptocurrencies, including short-term and long-term outlooks.
• AI Stock Picker: Discover stock ideas and recommendations powered by advanced AI models.

Portfolio & Watchlist

• Portfolio Management: Add, edit, and track your investments, including stocks, ETFs, and cryptocurrencies.
• Watchlist: Monitor favorite assets, with real-time price updates and performance tracking.
• Performance Analytics: Visualize portfolio growth, profit/loss, and compare with market benchmarks.

Market Data & Research

• Real-Time Market Data: Access up-to-date information on stocks, ETFs, crypto, commodities, and forex.
• Company & Market Insights: Deep-dive into company profiles, insider trading, ETF holdings, and market performance.
• News & Sentiment: Stay informed with breaking news and AI-powered sentiment analysis.

Social & Gamification

• User Rankings: See top-performing users and compare your investment performance.
• Community Features: (Planned) Share insights, strategies, and compete on leaderboards.

---

Project Structure

src/
  ai/                    # AI logic, chat, and report components
    components/          # AI-related UI components
    services/            # AI service logic (OpenAI, LangChain, etc.)
  components/            # Reusable UI components (Navbar, Modals, Search, etc.)
  contexts/              # React Contexts (Auth, global state, etc.)
  pages/                 # Main application pages (Home, Survey, Login, Dashboard, etc.)
  services/              # API and AWS service logic (auth, user, survey, market data)
  store/                 # Zustand state management (portfolio, watchlist, etc.)
  config/                # Configuration files (AWS, API keys, etc.)
  stock/                 # Stock-specific logic and utilities
  App.tsx                # Main app component and route definitions
  main.tsx               # Application entry point
  index.css              # Global styles (TailwindCSS)

Notable Files & Folders

• src/pages/Home.tsx — Main dashboard after login
• src/pages/Survey.tsx — User onboarding survey
• src/pages/Login.tsx & src/pages/ConfirmSignup.tsx — Authentication pages
• src/pages/Portfolio.tsx, src/pages/AddInvestment.tsx — Portfolio management
• src/pages/Ranking.tsx — User rankings
• src/pages/AskAI.tsx, src/pages/AIReportPage.tsx — AI chatbot and report
• src/components/Navbar.tsx — Top navigation bar
• src/services/ — All backend and AWS service logic

---

Tech Stack

• Frontend: React 18, TypeScript, Zustand, React Router, TailwindCSS, Chart.js, Recharts, MUI
• Backend/Cloud: AWS Cognito, DynamoDB (via AWS SDK)
• AI: OpenAI, LangChain, Google GenAI
• Build Tools: Vite, ESLint, PostCSS

---

Getting Started

1. Clone the repo

   git clone https://github.com/yourusername/InvesthreeAI.git
   cd InvesthreeAI

2. Install dependencies

   npm install

3. Configure environment

   cp example.env .env

   Follow the instructions to request access to the key: 👉 Request Access via Google Doc

4. Run the app

   npm run dev

   App will be available at http://localhost:5173

5. Run the test

   npx jest

---

Example Test Output:

Customization

• Modify src/components/Navbar.tsx to change navigation.
• Update survey questions in src/pages/Survey.tsx.
• Add new features or pages in src/pages/.

---

🔐 API Key Access

To use GPT-based features, you need an API key.

We do not expose our key publicly. If you want to run this project locally:

1. Open .env.example
2. Follow the instructions to request access to the key: 👉 Request Access via Google Doc

After approval, put the key in a new .env file like this:

# Financial Data API Key (Financial Modeling Prep)
VITE_FMP_API_KEY=<YOUR_FMP_API_KEY>
VITE_NEWS_API_KEY=<YOUR_NEWS_API_KEY>

# DynamoDB Table Names
VITE_DYNAMODB_TABLE_NAME=Investments
VITE_DYNAMODB_WATCHLIST_TABLE_NAME=Watchlist

# AWS Region and Credentials
VITE_AWS_REGION=us-east-2
VITE_AWS_ACCESS_KEY_ID=<YOUR_AWS_ACCESS_KEY_ID>
VITE_AWS_SECRET_ACCESS_KEY=<YOUR_AWS_SECRET_ACCESS_KEY>

# Cognito Configuration
VITE_COGNITO_USER_POOL_ID=<YOUR_COGNITO_USER_POOL_ID>
VITE_COGNITO_WEB_CLIENT_ID=<YOUR_COGNITO_WEB_CLIENT_ID>
VITE_COGNITO_IDENTITY_POOL_ID=<YOUR_COGNITO_IDENTITY_POOL_ID>

# OpenAI API Key
VITE_OPENAI_API_KEY=<YOUR_OPENAI_API_KEY>

View Parts of Page