Investie

This is probably my last devlog for Investie. I’ve finished deploying the reflex frontend and fastAPI backend to Render and Reflex. I spent a frustratingly long time fixing the deploy blockers from Yfinance’s rate limiting. I also spent a good amount of time writing an entire README for the whole project. Requirements.txt was a disaster and I spent a long time fixing it and generating it again. Lastly, I fixed the frontend properties and gave it a proper error message for when yahoo limits requests.

First of all I fixed the market page, instead of everything crammed to the left, it’s in the middle now and looks a lot more organized. Secondly I finally connected Anthropic’s API key to the project in- order to give stock summaries. The prompt for summaries took way too long because I kept changing it. The work done really put into perspective how long it takes to come up with the right prompt so that your tokens aren’t being burned. Im planning on investing a lot more money for the API tokens. lastly, Im starting to work the stock cards and making them clickable and a few other changes here and there.

To start off I fixed the number formatting on my DCF, which was initially showing me just raw numbers. I also found out that apparent reflex state vars doesn’t support f- string format lines which was a bit annoying. The next big thing is that I built a full company name feature. Instead of just searching the ticker you can search the company name and a list will pop up. That specifically took a long time to build. Lastly I wired real market data to the stock cards on the homepage, giving it a realism effect. I still have plans on taking it further and making them clickable.

I built a pipeline for the DCF valuation logic to connect through the FastAPI endpoints (aka Get/fmp/ticker/get_full_dcf_valuation). I also fixed an issue on the startup with my backend server as fastapi was downgraded while starlette was upgraded. Additionally, I’ve finally made up my mind instead of using fmp by paying $19 a month, im going with yfinance’s free library. The switch made me change ALOT of Fmp code around. Lastly, I’ve started wiring the reflex frontend with the backend and wrote my “state” class. Overall I built new endpoints, changed previous ones, and worked on existing ones with major bug fixes in the middle.

Big frontend push this session. I finished building out all five core pages: Home, Markets, Watchlist, About, and Contact. I also wired up a shared navbar with real routing. The ticker research input now lives on the Markets page instead of Home, freeing up the homepage for additional details. Built out the Home page hero to match a Bloomberg Terminal-inspired design: a dark section with a faint SVG chart-line pattern behind the text, and an “Explore Markets” button that actually routes to /markets. Also I made a scrollable charts section In the top. Overall it was filled with a lot of complicated Reflex design and painful bugs. I’m going to connect the backend and frontend soon though.

Wrapped up the last piece of the core DCF math, then started the actual website since real cash flow data is still held behind the FMP Starter upgrade. I built the WACC math which ties into the Dcf calculation. Additionally, I have started my frontend by installing reflex and starting to work on the site itself. It’s still in it’s starting stages but took a lot of bug fixing.

Picked up where I left off with two small FMP cleanup items, then spent most of this session building the actual valuation math. Found out the $19/mo Starter tier does not extend that 5-year cap, it only unlocks the balance sheet/cash flow endpoints and more bandwidth. Every function got hand verified against math I worked out on paper before trusting the code, there is nothing that went in without me being able to explain why the numbers came out the way they did. I have much more screenshots, but didn’t have the time to paste them.

I built out functions to pull income statements, balance sheets, and cash flow statements straight from FMP, following the same pattern as my earlier company profile integration. Income statement worked immediately with real multi-year data for Apple. Balance sheet and cash flow both came back with a 404 though. Apparently, my free-tier FMP account likely doesn’t include full financial statement access, based on comparing their pricing page (that data seems to be behind their $19/mo Starter plan). Rather than paying right away, I’m holding off and treating this as a “figure out before launch” decision.

I finally built out my database session and my first company table model. Aditionally I also wrote a POST/ companies endpoint that takes data, validates it, and saves it to the database. Lastly after so much fixing I finally got a clean 200 response back with Microsoft’s data and a real database ID, so the full loop — request → validate → save → confirm — is working end to end now.

This is my first devlog for Investie. So far I finished installing all my requirements, I made a Fast API server with a few words on it. Additionally, I ended up getting a bunch of important files made that are needed for the project. Lastly, I signed up with SupaBase to launch my site through their network and use it for API key connections. The main part of today was debugging, which took a painfully long time.