TedToolbox

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.py

Environment 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.