README.md

📈 Portfolio Pulse

https://www.portfoliopulse.xyz
Daily stock insights delivered to your inbox with just a scan of your portfolio

Overview

PortfolioPulse reshapes how you stay informed about your investments. Every morning at 6 AM, you receive curated news updates focused on your largest portfolio positions, helping you make informed decisions before the market opens.

Key Features

• Automated portfolio analysis from PDF statements
• Daily personalized news digests
• Focus on your highest-value positions
• Real-time processing with AWS
• Modern, responsive web interface

Tech Stack

Frontend

• Next.js 14
• TypeScript
• Tailwind CSS
• Shadcn/ui

Backend

• FastAPI (Python)
• AWS Services:
  • Lambda
  • SES (Simple Email Service)
  • SNS (Simple Notification Service)
  • S3
  • DynamoDB
  • Textract

Workflow

1. User uploads portfolio statement (PDF)
2. SymbolDetection Lambda analyzes document via Textract (Tesseract in user-facing version)
3. Textract processes document and notifies SNS
4. Extracted symbols are stored in DynamoDB
5. Daily at 6 AM, EmailFunction Lambda:
   • Retrieves stored symbols
   • Fetches relevant news via News API
   • Delivers personalized insights via SES (Gmail SMTP in user-facing version)

Roadmap

• CLI Tool (Replaced with web app)
• Email UI enhancements
• Portfolio performance analytics
• GenAI Recommendations, Summaries and insights

Contact

Feel free to reach out with questions or feedback!