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PROJECT

4RCH3R · Investment Terminal

AI-Powered Portfolio Tracker

An AI strategist reasoning over your live holdings.

GITHUB ↗

BRIEF

PROBLEM

Portfolio decisions live scattered across broker tabs, spreadsheets, and gut feel — and none of those can reason over the whole position at once.

RESPONSE

4RCH3R puts holdings, live market data, and an AI strategist in one terminal: upload positions, watch the NAV heartbeat, and interrogate an assistant that sees the actual portfolio — not generic market advice.

SCHEMATIC

browserJWTFastAPIroutes.pyauth · bcryptTTL cachesMongoDB Atlaspositions · history · tradesyfinancebulk prices · validation cacheLLM routerone endpoint · one response shapeAWS opsSES alerts · CloudWatch logsBedrock + GuardrailsGroqLM StudioOllama

REDRAWN FROM THE PROJECT README

CAPABILITIES

01

AI strategist

Chat reasons over live holdings plus real-time web search; AWS Bedrock Guardrails keep the advice inside policy when enabled.

02

4 LLM backends

Bedrock, Groq, LM Studio, and Ollama normalized behind one chat endpoint with a single response shape — swap engines without touching the UI.

03

Live market data

Bulk yfinance prices with validation caching, ticker tape, benchmark tracking, and the Fear & Greed index.

04

Terminal charts

NAV heartrate line, sector-allocation donut, and a per-position slide-in detail panel.

05

Hardened auth

JWT with bcrypt hashing, role-based access, forced password reset, and token versioning that kills stale sessions on credential change.

06

AWS operations

Terraform-managed infra, tag-gated GitHub Actions CD, CloudWatch logging, and SES alerts on daily-change thresholds.

STACK

  • FastAPI
  • MongoDB Atlas
  • AWS Bedrock
  • Terraform
  • GitHub Actions
  • yfinance
  • Groq
  • Ollama