Intelligent Investment Decision Support System

Real-time Market Data, Multi-Model AI Consensus, and Quantitative Gating.

InvestLens is a modern investment analysis dashboard that empowers individual investors by combining real-time market data, AI-driven consensus analysis, and quantitative prediction models into a single, interactive interface.

• Sub-second Latency: Fetches real-time price and volatility data via yfinance and AkShare APIs
• Multi-Market Support:
  • 🇺🇸 US Stocks — NYSE, NASDAQ (via Yahoo Finance)
  • 🇭🇰 Hong Kong Stocks — HKEX (via Yahoo Finance, suffix .HK)
  • 🇨🇳 China A-Shares — SSE, SZSE (via AkShare)
  • 🇨🇳 China Funds & ETFs — Open-end funds, ETFs (via AkShare)
  • 🌐 Global Markets — Major indices, commodities, forex (via Yahoo Finance)
  • ₿ Crypto — BTC, ETH, and major cryptocurrencies (via Yahoo Finance)
• Interactive Charts: Dynamic charts built with Recharts, supporting 1M/6M/1Y/YTD timeframes

• Multi-Provider Support: Configure multiple LLM providers (OpenAI, DeepSeek, Ollama, etc.) simultaneously
• Dual-Perspective Analysis: Each model generates both Bull (optimistic) and Bear (skeptical) perspectives
• Judge Synthesis: A final "Judge" persona synthesizes all perspectives into a balanced investment report
• Streaming Debate View: Watch the AI debate in real-time with SSE-powered live updates
• Context-Aware Chat: Floating AI assistant with real-time market data context
• Structured Output: Extracts Bullish/Bearish Thesis, Confidence Score, and optional Trading Plan

• Real-time Streaming: Server-Sent Events (SSE) power live updates as AI agents "think"
• Three-Tab Interface: Switch between Bull, Bear, and Judge perspectives
• Status Indicators: Visual feedback showing which agent is currently analyzing
• Toggle On/Off: Enable debate view with the "View Debate" button

• Monte Carlo Simulation: Projects future price paths based on historical volatility
• Visual Confidence Bands: Displays 95% confidence interval for predictions
• High Risk Trading Plan: AI generates specific entry/exit prices and position sizing
• Safety Gating: Advanced features gated behind "Quant Mode" toggle with risk disclaimers

• BYO-API Key: Users bring their own API keys
• Zero-Persistence: Keys stored only in localStorage, passed via headers, no server-side storage
• Config Isolation: Sensitive configs (sources.json) excluded from Git

┌─────────────────────────────────────────────────────────────────┐
│                        Frontend (Next.js)                        │
│  ┌──────────┐  ┌──────────┐  ┌──────────┐  ┌──────────────────┐ │
│  │ Dashboard │  │  Charts  │  │ Settings │  │  DebateViewer   │ │
│  │  Header   │  │ Recharts │  │   Page   │  │  (SSE Client)   │ │
│  └──────────┘  └──────────┘  └──────────┘  └──────────────────┘ │
│                         ↓ HTTP/SSE ↓                             │
└─────────────────────────────────────────────────────────────────┘
                              │
┌─────────────────────────────────────────────────────────────────┐
│                      Backend (FastAPI)                           │
│  ┌──────────────┐  ┌──────────────┐  ┌────────────────────────┐ │
│  │ /api/v1/quote│  │ /api/v1/     │  │ /api/v1/analyze/stream │ │
│  │ Market Data  │  │   analyze    │  │      (SSE Endpoint)    │ │
│  └──────────────┘  └──────────────┘  └────────────────────────┘ │
│                              │                                   │
│  ┌───────────────────────────┴───────────────────────────────┐  │
│  │                  Consensus Engine                          │  │
│  │   ┌───────┐    ┌───────┐    ┌───────┐                     │  │
│  │   │ Bull  │ →  │ Bear  │ →  │ Judge │ → Final Report      │  │
│  │   └───────┘    └───────┘    └───────┘                     │  │
│  └───────────────────────────────────────────────────────────┘  │
└─────────────────────────────────────────────────────────────────┘
                              │
          ┌───────────────────┼───────────────────┐
          ↓                   ↓                   ↓
    ┌──────────┐       ┌──────────┐       ┌──────────┐
    │ yfinance │       │  AkShare │       │  OpenAI  │
    │ US/HK/🌐 │       │ A股/基金 │       │ DeepSeek │
    │  Crypto  │       │  ETF/债  │       │  Ollama  │
    └──────────┘       └──────────┘       └──────────┘

• Python 3.10+
• Node.js 18+
• API Key: OpenAI, DeepSeek, or any OpenAI-compatible provider

Double-click start_app.bat in the root directory.

1. Backend

cd investlens-kernel
python -m venv venv
.\venv\Scripts\activate  # Windows
pip install -r requirements.txt
python -m uvicorn main:app --reload --port 8000

2. Frontend

cd investlens-web
npm install
npm run dev

Backend: http://localhost:8000 | Frontend: http://localhost:3000

Navigate to Settings → AI Model Providers to configure:

• Provider Name: Display name (e.g., "GPT-4", "DeepSeek")
• Base URL: API endpoint (e.g., https://api.openai.com/v1)
• API Key: Your provider API key
• Model: Model identifier (use refresh button to fetch available models)
• Enabled: Toggle to include in consensus analysis

Configure external data providers in Settings → Data Sources for Alpha Vantage and other APIs.

./InvestLens/
├── investlens-kernel/          # Python FastAPI Backend
│   ├── app/
│   │   ├── services/
│   │   │   ├── consensus.py    # Multi-model consensus engine
│   │   │   ├── market_data.py  # Price & fundamentals
│   │   │   ├── llm_provider.py # LLM API wrapper
│   │   │   └── prompts.py      # Bull/Bear/Judge personas
│   │   ├── models/             # Pydantic schemas
│   │   └── routers/            # API route modules
│   └── main.py                 # FastAPI entrypoint
│
├── investlens-web/             # Next.js Frontend
│   ├── app/                    # Pages & Routes
│   │   ├── analysis/           # Analysis dashboard
│   │   └── settings/           # Configuration page
│   ├── components/
│   │   ├── features/analysis/
│   │   │   ├── dashboard.tsx   # Main analysis view
│   │   │   └── DebateViewer.tsx# SSE debate visualization
│   │   └── settings/
│   │       └── ModelConfigEditor.tsx
│   └── lib/store/              # Zustand state management
│
└── docker-compose.yml          # Container orchestration

Method 1: Settings UI

1. Navigate to Settings → Danger Zone
2. Click "Clear All Privacy Data"

Method 2: Cleanup Script

# Windows
.\clear_privacy_data.bat

# Linux/Mac
chmod +x clear_privacy_data.sh && ./clear_privacy_data.sh

docker-compose up --build -d

• Web App: http://localhost:3000
• API Docs: http://localhost:8000/docs

See DEPLOYMENT.md for detailed instructions.

Educational Purpose Only. InvestLens is a demonstration of AI-assisted financial analysis. It does not constitute financial advice. Predictions are statistical estimates, not guarantees. Market investments carry risk.

This project is licensed under the MIT License. See individual library licenses for third-party dependencies.