🎯 AlphaSight AI

AI-Powered Market Intelligence Workspace

Real-time portfolio insights · AI-driven analysis · Seamless streaming chat

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✨ Core Capabilities

Feature	Description
⚡ Low-Latency Chat	Streaming responses with real-time market context & source transparency
📊 Smart Portfolio	Live P&L tracking, health scores, sentiment analysis & buy/hold/sell signals
📈 Market Intelligence	Real-time quotes, technical analysis, fundamentals & synthesized news
👁️ AI Transparency	Execution phases, source tracking, deduplication & live activity monitor
📋 Daily Briefs	Automated portfolio summaries & market pulse reports (Vercel Cron)
🔒 Enterprise Security	RLS-enforced Supabase auth, environment-isolated credentials
🎯 Multi-Turn Intelligence	Coreference resolution for "that/it" queries, follow-up grounding
📱 Responsive UI	Mobile-first design with Tailwind CSS, Framer Motion, native OS body fonts, and Fraunces headings

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🏗️ Architecture Overview

┌─────────────────────────────────────────────────────────────┐
│                    CLIENT (Next.js + React 19)               │
├─────────────────────────────────────────────────────────────┤
│  • Chat UI (streaming responses)                              │
│  • Portfolio Dashboard (real-time P&L)                        │
│  • Watchlist Monitor (price tracking)                         │
│  • Settings & Profile Management                              │
│  • State: Zustand (persistent client state)                   │
└─────────────────────┬───────────────────────────────────────┘
                      │
                      ▼
┌─────────────────────────────────────────────────────────────┐
│               API LAYER (Next.js Route Handlers)              │
├─────────────────────────────────────────────────────────────┤
│  /api/chat ......................... Streaming AI responses    │
│  /api/portfolio/* .................. Holdings management      │
│  /api/portfolio/intelligence ........ AI insights & signals   │
│  /api/watchlist .................... Price monitoring        │
│  /api/conversations/* .............. Chat history            │
│  /api/stock/* ...................... Market data            │
│  /api/daily-brief .................. Report generation      │
└─────────────────────┬───────────────────────────────────────┘
                      │
                      ▼
┌─────────────────────────────────────────────────────────────┐
│                    SERVICES LAYER                             │
├─────────────────────────────────────────────────────────────┤
│  • Mistral AI (LLM, Embeddings)                               │
│  • Supabase (Auth, Postgres, RLS)                             │
│  • Yahoo Finance (Quotes, History, Search)                    │
│  • MarketAux & NewsData (News Synthesis)                      │
│  • Vercel Cron (Scheduled Briefs)                             │
└─────────────────────────────────────────────────────────────┘

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🚀 Tech Stack

Layer	Technology	Purpose
Frontend	Next.js 16 App Router, React 19, TypeScript	Fast, type-safe UI with streaming support
Styling	Tailwind CSS, Framer Motion, native font stack, Fraunces serif	Premium responsive design, typography & animations
State Management	Zustand	Lightweight, persistent client state
Backend	Next.js Route Handlers	Serverless API functions
Database	Supabase (PostgreSQL)	RLS-enforced data isolation
Auth	Supabase Auth (PKCE OAuth)	Secure passwordless & email flows
LLM	Mistral (Large, Small)	Context-aware AI responses & embeddings
Market Data	Yahoo Finance API	Real-time quotes & historical data
News	MarketAux, NewsData, Yahoo RSS	Multi-source news aggregation
Deployment	Vercel	Serverless, edge-optimized hosting

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📂 Project Structure

alphasight-ai/
├── src/
│   ├── app/
│   │   ├── (app)/                  # Protected routes (authenticated)
│   │   │   ├── chat/[id]/         # Chat conversation page
│   │   │   ├── portfolio/         # Portfolio dashboard
│   │   │   ├── watchlist/         # Watchlist monitor
│   │   │   ├── daily-brief/       # Daily report
│   │   │   ├── settings/          # User preferences
│   │   │   └── profile/           # Profile management
│   │   ├── api/                   # Route handlers
│   │   │   ├── chat/              # AI streaming
│   │   │   ├── portfolio/         # Holdings CRUD
│   │   │   ├── conversations/     # Chat history
│   │   │   ├── watchlist/         # Monitoring
│   │   │   └── stock/             # Market data
│   │   ├── auth/                  # Auth pages (login, signup)
│   │   ├── login/                 # Login page
│   │   └── signup/                # Signup page
│   ├── components/
│   │   ├── chat/                  # Chat UI components
│   │   ├── portfolio/             # Portfolio cards
│   │   ├── common/                # Reusable UI elements
│   │   └── layout/                # Navigation & layout
│   ├── lib/
│   │   ├── ai/                    # Mistral integration & prompts
│   │   ├── stock/                 # Market data utilities
│   │   ├── supabase/              # DB helpers & RLS
│   │   ├── hooks/                 # Custom React hooks
│   │   ├── utils/                 # Helper functions
│   │   └── __tests__/             # Unit tests
│   ├── stores/                    # Zustand state management
│   ├── types/                     # Shared TypeScript types
│   └── middleware.ts              # Auth middleware
├── supabase/
│   └── schema.sql                 # Database schema with RLS
├── public/                        # Static assets
├── logos/                         # Brand assets
└── package.json                   # Dependencies & scripts

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🎯 Intelligence & UX Innovations

1. Context-Linked Follow-Ups

Queries like "tell me about ITC" → "tell me about that" are resolved to standalone intent before routing, enabling natural multi-turn conversations.

2. Web-Search Grounding

Query rewrite path improves retrieval quality and reduces literal bad searches, ensuring every search is contextually relevant.

3. Transparent AI Activity Monitor

• Real-time execution phases (Searching... → Analyzing... → Finalizing...)
• Live source tracking with dedupe & domain-only filtering
• Smooth state transitions for optimal UX and clearer AI progress feedback

4. No Hallucination Style

Prompts enforce use of available search/context instead of "not in training data" responses, keeping all answers grounded in live data.

5. Live Settings Application

Theme, chart/news visibility, and notification toggles apply instantly to UI without page reloads, with full light-mode token support across settings, profile, portfolio, and brief screens.

6. Semantic Memory System

• Structured key/value memory for explicit facts (risk profile, preferences)
• pgvector embeddings for semantic facts ("prefers dividend stocks")
• Top-K retrieval with similarity thresholding
• Auto-extraction & deduplication on every chat turn

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⚙️ Getting Started

Prerequisites

• Node.js 18+ or 20+
• npm or yarn
• Supabase project (free tier available)
• Mistral API key

1. Clone & Install

git clone https://github.com/Eshwar02/bearbot.git
cd bearbot
npm install

2. Environment Setup

Create .env.local:

# Supabase (required)
NEXT_PUBLIC_SUPABASE_URL=https://your-project.supabase.co
NEXT_PUBLIC_SUPABASE_ANON_KEY=your-anon-key
SUPABASE_SERVICE_ROLE_KEY=your-service-role-key
NEXT_PUBLIC_APP_URL=http://localhost:3000

# AI Provider (required)
MISTRAL_API_KEY=your-mistral-key

# News Providers (optional, but recommended)
MARKETAUX_API_KEY=your-marketaux-key
NEWSDATA_API_KEY=your-newsdata-key

# Optional: Scheduled report auth
CRON_SECRET=your-cron-secret

3. Database Setup

# Supabase CLI (optional but recommended)
supabase start

# Or manually: run supabase/schema.sql in your Supabase SQL editor

4. Run Locally

npm run dev

Open http://localhost:3000 and sign up.

5. Production Deployment

npm run build
npm run start

Deploy to Vercel:

vercel deploy

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📚 Available Scripts

Command	Purpose
npm run dev	Start dev server with Turbopack
npm run build	Optimized production build
npm run start	Run production build locally
npm run lint	ESLint checks with flat config
npm test	Run Jest tests (single-run)
npm run test:watch	Jest in watch mode
npm run test:coverage	Coverage report

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🔌 API Reference

Chat & Intelligence

Endpoint	Method	Purpose	Auth
/api/chat	POST	Stream AI response with market context	Required
/api/conversations	GET, POST	List or create chat conversations	Required
/api/conversations/[id]	GET, DELETE	Fetch or delete conversation	Required
/api/conversations/[id]/messages	GET	Paginated message history	Required

Portfolio Management

Endpoint	Method	Purpose	Auth
/api/portfolio	GET, POST	List holdings or add new position	Required
/api/portfolio/[id]	PUT, DELETE	Update or remove holding	Required
/api/portfolio/intelligence	GET	AI health score, sentiment, signals	Required

Market Data

Endpoint	Method	Purpose	Auth
/api/stock/quote	GET	Real-time stock quote	Optional
/api/stock/search	GET	Symbol/company search	Optional

Watchlist & Reports

Endpoint	Method	Purpose	Auth
/api/watchlist	GET, POST, DELETE	Manage watchlist	Required
/api/daily-brief	GET, POST	Fetch or generate daily brief	Required

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🌟 Recent Updates

Latest Features (v1.2.0)

• ✅ Memory Capture Improvements - Enhanced semantic extraction & reliability
• ✅ Chat Intelligence Refinements - Coreference resolution, multi-turn grounding, and AI-generated chat titles
• ✅ Typography Refresh - Native OS body font stack with Fraunces serif headlines
• ✅ Transparency Monitor - Phase tracking, source deduplication, and clearer progress UI
• ✅ Light Mode Support - CSS variable tokens across settings, profile, portfolio, and brief screens
• ✅ Live Settings - Instant theme, chart, and notification toggles
• ✅ Auth Redirects - Canonical domain support
• ✅ Password Reset - Supabase forgot-password flow
• ✅ Profile Management - Email verification & password updates

Recent Commits

15750ed - feat(ui): use native OS font stack for body, drop Geist sans webfont
340551f - fix: light mode tokens for settings, profile, error, portfolio-summary, add-holding-modal, schedule-settings
e276001 - feat(ui): swap to Fraunces serif and fix sidebar quick-access active state
0898afe - feat(chat): AI-generated chat titles with typewriter animation + new typography
37c03ef - feat: full light mode support with CSS variable tokens

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🤝 Contributing

We welcome contributions! Here's how to get started:

1. Fork the Repository

# Click "Fork" on GitHub
git clone https://github.com/YOUR_USERNAME/bearbot.git
cd bearbot

2. Create a Feature Branch

git checkout -b feature/your-feature-name

3. Make Your Changes

• Follow ESLint rules: npm run lint
• Write tests if applicable
• Keep commits atomic and descriptive

4. Commit & Push

git commit -m "feat: add your feature description"
git push origin feature/your-feature-name

5. Open a Pull Request

• Describe what your PR does
• Reference any related issues
• Request review from maintainers

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🔐 Security & Privacy

• RLS Enforced: All database queries use Row-Level Security
• Auth Tokens: Supabase PKCE OAuth flow, no password stored
• API Keys: Environment-isolated via .env.local
• User Data: Scoped to authenticated user (auth.uid())
• No Hallucinations: All AI responses grounded in live market data

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📊 Performance & Scalability

• Streaming Chat: Low-latency responses with text-first UI
• Edge Functions: Vercel serverless scaling
• Database: Supabase PostgreSQL with connection pooling
• Caching: Optimized quote & history caching
• Bundling: Turbopack for 5-10x faster builds

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📞 Support & Feedback

• 🐛 Report Bugs: GitHub Issues
• 💬 Discussions: GitHub Discussions
• 📧 Email: support@alphasight.ai

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📜 License

This project is licensed under the MIT License. See LICENSE for details.

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🙏 Acknowledgments

• Mistral AI - LLM & embedding provider
• Supabase - Database & auth backend
• Vercel - Deployment infrastructure
• Next.js & React - Core framework & library
• Community Contributors - All developers who contributed to this project

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Made with ❤️ by the AlphaSight AI team

⭐ If you find this useful, please give us a star on GitHub