A personal investment tracker that enforces discipline — you must document why you're buying before you buy.
Most retail investors lose money not because they pick bad stocks, but because they make emotional decisions: panic selling at the bottom, chasing momentum, holding losers too long. MyFinancial addresses this by requiring users to write a buy thesis and explicit sell conditions before adding any stock to a watchlist. The investment case is always front and center.
Standard brokerage apps show you prices and let you trade. They don't help you think. This app separates the research phase (watchlists + thesis) from the action phase (holdings + transactions), creating a natural checkpoint between idea and execution.
Key question this app answers: "Why did I buy this, and under what conditions should I sell?"
| Dashboard | Watchlists |
|---|---|
 |
 |
| Watchlist Detail (thesis + triggers) | Holdings & P&L |
|---|---|
 |
 |
- Write a buy thesis (why this stock belongs in your portfolio)
- Define sell conditions before opening a position
- Set price triggers: buy target, profit target, stop-loss percentage
- All decisions are dated and editable — your reasoning becomes an audit trail
- AI-powered thesis analysis via Claude API — surfaces gaps in your reasoning and suggests sell conditions you may have missed
- Organize stocks into named watchlists (max 15 per list — a deliberate constraint to avoid dilution)
- Track thesis and trigger status per stock at a glance
- Create, rename, and delete watchlists independently per user
- Record buy and sell transactions with quantity, price, and date
- Support for multiple brokerage account types: taxable, IRA, Roth IRA
- Unrealized gain/loss calculated per holding
- Full sell transaction history
- Real-time quotes (price, daily % change) via Alpha Vantage
- Fundamentals: P/E ratio, market cap, 52-week high/low, dividend yield
- Historical price data (up to 1 year)
- Server-side caching to stay within API rate limits: 60s TTL for quotes, 1hr for fundamentals
- Multiple local user profiles, each with isolated data
- No passwords — designed for personal/trusted environments
- User preferences persist across sessions via localStorage
| Layer | Technology | Why |
|---|---|---|
| Frontend | Vue 3 + Composition API | Reactive, component-based UI; <script setup> for clean SFCs |
| State | Pinia | Lightweight, TypeScript-friendly, replaces Vuex |
| Routing | Vue Router 4 | Official router for Vue 3 |
| HTTP | Axios | Interceptors, clean promise API |
| Build | Vite 6 | Sub-second HMR, native ESM |
| Backend | FastAPI | Async Python, automatic OpenAPI docs, Pydantic validation |
| ORM | SQLAlchemy 2 (async) | Type-safe queries, relationship management |
| Database | SQLite + aiosqlite | Zero-config, file-based, sufficient for personal use |
| Validation | Pydantic v2 | Server-side schema enforcement, clean error messages |
| Stock API | Alpha Vantage | Comprehensive market data, free tier available |
| AI | Claude API (claude-sonnet) | Investment thesis analysis and sell condition suggestions |
| Testing | pytest-asyncio + Vitest + Playwright | Async backend tests; Vite-native unit tests; E2E browser tests |
┌─────────────────────────────────────────┐
│ Vue 3 Frontend │
│ Views → Pinia Stores → Axios Service │
│ localhost:5173 │
└─────────────────┬───────────────────────┘
│ REST API (JSON)
┌─────────────────▼───────────────────────┐
│ FastAPI Backend │
│ Routers → SQLAlchemy → SQLite │
│ localhost:8000 │
│ │ │
│ ┌───────────────▼────────────────────┐ │
│ │ Alpha Vantage Service │ │
│ │ In-memory cache (TTL-based) │ │
│ └────────────────────────────────────┘ │
└─────────────────────────────────────────┘
Design decisions worth noting:
- Backend is the sole gateway to Alpha Vantage. The frontend never calls external APIs directly. This keeps the API key server-side and lets the caching layer work correctly across sessions.
- Async throughout. FastAPI endpoints and SQLAlchemy queries are fully async, keeping the server non-blocking during network I/O.
- RESTful resource nesting. Routes like
/watchlists/{id}/stocks/{stock_id}make ownership explicit without requiring auth headers. - Cascade deletes. Deleting a user removes all their data atomically at the DB level — no orphaned records.
my-financial/
├── src/ # Vue 3 frontend
│ ├── views/ # Page-level components
│ │ ├── DashboardView.vue
│ │ ├── WatchlistsView.vue
│ │ ├── WatchlistDetailView.vue
│ │ ├── HoldingsView.vue
│ │ └── AccountsView.vue
│ ├── stores/ # Pinia state management
│ │ ├── user.js
│ │ ├── watchlists.js
│ │ ├── holdings.js
│ │ └── error.js
│ ├── components/
│ │ ├── AddStockModal.vue
│ │ ├── ConfirmModal.vue
│ │ ├── GlobalErrorToast.vue
│ │ ├── ThesisAnalysisModal.vue # AI-powered thesis review
│ │ └── UserSwitcherModal.vue
│ ├── composables/
│ │ ├── useAIThesis.js # Claude API integration
│ │ ├── useDebounce.js
│ │ └── useFocusTrap.js
│ ├── services/
│ │ └── api.js # Centralized Axios client
│ └── tests/ # Vitest unit tests (180 tests)
│
├── e2e/ # Playwright E2E tests
│ ├── watchlists.spec.js
│ ├── holdings-accounts.spec.js
│ ├── add-stock.spec.js
│ └── users.spec.js
│
└── backend/
├── app/
│ ├── main.py # FastAPI app, CORS, route registration
│ ├── models.py # SQLAlchemy ORM models
│ ├── schemas.py # Pydantic request/response schemas
│ ├── database.py # Async DB session management
│ ├── logger.py # Loguru structured logging
│ ├── routers/ # Endpoint handlers by resource
│ │ ├── users.py
│ │ ├── watchlists.py
│ │ ├── holdings.py
│ │ ├── stocks.py
│ │ ├── sell_transactions.py
│ │ └── ai.py # Thesis analysis endpoints
│ └── services/
│ ├── alpha_vantage.py # Market data + TTL caching
│ └── ai_service.py # Claude API integration
├── alembic/ # Database migrations
└── tests/ # pytest-asyncio tests (92 tests)
├── conftest.py # In-memory DB fixtures
├── test_users.py
├── test_watchlists.py
├── test_holdings.py
├── test_stocks.py
├── test_ai.py
├── test_logging.py
├── test_migrations.py
└── test_main.py
Auto-generated interactive docs available at http://localhost:8000/docs when the backend is running.
| Resource | Endpoints |
|---|---|
| Users | GET/POST /api/v1/users, GET/PUT/DELETE /api/v1/users/{id} |
| Watchlists | GET/POST /api/v1/watchlists, GET/PUT/DELETE /api/v1/watchlists/{id} |
| Stocks in Watchlist | POST /api/v1/watchlists/{id}/stocks, GET/PUT/DELETE /api/v1/watchlists/{id}/stocks/{stock_id} |
| Holdings | GET/POST /api/v1/holdings, GET/PUT/DELETE /api/v1/holdings/{id} |
| Sell Transactions | GET/POST /api/v1/sell-transactions, GET/PUT/DELETE /api/v1/sell-transactions/{id} |
| Accounts | GET/POST /api/v1/accounts, GET/PUT/DELETE /api/v1/accounts/{id} |
| Market Data | GET /api/v1/stocks/search, GET /api/v1/stocks/{ticker}/quote, GET /api/v1/stocks/{ticker}/detail, GET /api/v1/stocks/{ticker}/history |
| AI Analysis | POST /api/v1/ai/analyze-thesis |
- Node.js 18+
- Python 3.9+
- uv (fast Python package manager)
- Alpha Vantage API key (free at alphavantage.co)
git clone https://github.com/your-username/my-financial.git
cd my-financial
cp .env.example .env
# Add your Alpha Vantage API key to .envcd backend
uv sync
uv run uvicorn app.main:app --reload
# API running at http://localhost:8000
# Interactive docs at http://localhost:8000/docs# From project root
npm install
npm run dev
# App running at http://localhost:5173cd backend
uv sync --extra dev
uv run pytest # pass/fail only
uv run pytest --cov=app --cov-report=term-missing # with line-level coverageThe test suite uses an in-memory SQLite database per test — no cleanup needed, no state leakage between tests. Fixtures in conftest.py wire up a fresh database and a FastAPI TestClient for every test function.
Coverage includes:
- Full CRUD for every resource (users, watchlists, holdings, accounts, transactions)
- Validation and error responses (404s, 400s, constraint violations)
- Business rules (15-stock watchlist limit, cascade deletes)
- Migration integrity and schema constraint tests
- Structured logging verification
- 127 tests across 9 test modules (~80% line coverage)
npm test180 unit tests covering stores, views, components, and API service layer.
npx playwright testPlaywright tests cover the full user workflow: creating users, managing watchlists, adding stocks, and recording holdings.
User
├── BrokerageAccounts[]
├── Watchlists[]
│ └── StocksInWatchlist[] (ticker, thesis, sell_conditions, triggers)
├── Holdings[] (ticker, quantity, entry_price, account)
└── SellTransactions[] (ticker, shares_sold, price_received)
The MVP covers the full research-to-portfolio workflow. Planned Phase 2 features:
- Portfolio performance chart vs S&P 500 benchmark
- Win rate and thesis accuracy analytics
- Price alerts (email / in-app)
- CSV/PDF export
See FEATURES.md for the full backlog.
This project is scoped for personal use, but if it were a real product:
- Auth: Replace local profiles with JWT-based authentication (likely via OAuth with Google/GitHub)
- Database: Migrate SQLite → PostgreSQL for concurrent writes and proper indexing
- Caching: Move Alpha Vantage cache to Redis so it persists across server restarts
- Real-time: WebSockets or SSE for live price updates instead of polling
- Deployment: Containerize with Docker Compose
MIT