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Investie

  • 6 Devlogs
  • 13 Total hours

Investie: a full-stack AI-powered investment research platform (like a lightweight Bloomberg Terminal + Yahoo Finance + ChatGPT combo). Built with Reflex (Python frontend), FastAPI (backend), PostgreSQL, and the Anthropic API for AI-generated company summaries, bull/bear analysis, and grounded Q&A. Users can research stocks, track portfolios, run DCF valuations, and get AI-powered investment insights, all through a modern dashboard.

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3h 35m 27s logged

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.

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2h 38m 54s logged

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.

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1h 41m 3s logged

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.

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1h 48m 57s logged

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.

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1h 55m 16s logged

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.

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1h 43m 50s logged

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.

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