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Case Study

InvestAdvisor

Smart AI Investment Suite

InvestAdvisor is a sophisticated stock market and ETF monitoring dashboard built to democratize professional financial analysis. It leverages advanced Large Language Models and technical indexers to translate complex chart patterns and market news into simple, actionable insights.

RoleLead Architect & Dev
Timeline1 Month (2026)
CategoryFull-Stack SaaS / AI
DeploymentLocal Sandbox / Private
Technology Stack
Next.jsReact NativeExpress.jsSupabaseSQLite (better-sqlite3)Gemini AIZustandTanStack QueryChart.js
Lighthouse Audits (Production Sandbox)
96
Perf
100
A11y
98
Best Pr.
100
SEO
LCP (Speed)1.1s
INP (Response)60ms
CLS (Layout)0.02

* TODO: Replace with your actual verified Core Web Vitals and Lighthouse scores.

https://localhost:3000/dashboard
WORKSPACE SCREENS
Click on tabs to switch views. Click on the image to open full size.
Dashboard Overview
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infoDashboard Overview

Main portfolio overview screen showing assets valuation, profit/loss history, market pulse, and automated AI highlights.


Key Capabilities & System Features

InvestAdvisor integrates advanced artificial intelligence with a highly responsive, custom-cached architecture.

psychology

AI Portfolio Advisor

Evaluates asset allocations on 5 critical scores: fundamental health, technical indicators, overall concentration risk, macro trends, and market sentiment via the Gemini API.

chat

Conversational AI Mentor

A responsive, markdown-compatible financial chat interface in Romanian. Incorporates rate-limiting, history persistence, and contextual market parameters for safe learning.

notifications_active

Intelligent Alert Engine

Runs in the background checking price targets, percent swings, technical conditions (RSI overbought/oversold), and diversification risks on a 5-minute cron scheduler.

database

Dual Caching Engine

Utilizes high-speed SQLite caching layers with specialized Time-To-Live (5-min for market quotes, 60-min for heavy AI inferences) to ensure instant loading and zero API rate failures.

Monorepo System Design

Technical Architecture

The platform is structured as a performant monorepo featuring a decoupled client-server pattern. The Express backend integrates directly with multiple market data providers to supply clean historical and real-time feeds to the Next.js React frontend.

devicesFrontend (Next.js)

  • App Router Routing: Static and dynamic routing paths.
  • TanStack Query (React Query): Caches server states and manages optimistic portfolio mutations.
  • Zustand v5: Light weight client store managing custom chart limits and dark mode.
  • Chart.js: Fast canvas rendering of historical price action.

dnsBackend (Express)

  • better-sqlite3: High-performance synchronous database driver.
  • Cron Alert Engine: Evaluates active price alerts every 5 minutes in a separate loop.
  • Technical Indexer: Native calculations for RSI, MACD, and Bollinger Bands.
  • Gemini Orchestrator: Manages AI token limits and responses.

apiData Brokers & AI

  • Gemini 3 Flash: Generates dynamic investment scores and provides Mentor conversations.
  • Massive API: Real-time quotes and intraday feeds for US indices.
  • Finnhub API: Multi-exchange European stock symbol quote translations.
  • GNews API: Feeds the financial news feed with clean context.

Project Screen Library

Click on any of the screenshots below to open them in the lightbox viewer.

Dashboard Overview
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CFD Trading Chart
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CFD Trading Monitor
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AI Financial News
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Account Settings
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