📊 FinanceIQ

Real-time Financial Analytics & Portfolio Simulation Platform

---

A full-stack financial analytics web application built with Flask, yfinance, and Google Gemini AI. Features interactive charting, professional-grade portfolio simulation, options pricing, backtesting, AI-driven advisory, and a live market dashboard — all in a sleek, responsive single-page dashboard.

✨ Features

📈 Market Analysis

• Interactive Candlestick Charts — powered by TradingView Lightweight Charts
• Technical Indicators — RSI, MACD, Bollinger Bands, SMA/EMA, ATR, Stochastic
• Candlestick Pattern Recognition — Doji, Hammer, Engulfing, Morning Star, and more
• Key Financial Metrics — P/E, ROE, D/E, Quick Ratio, Dividend Yield
• Sector Peer Comparison — heatmap of competitors across 7 sectors
• Valuation Models — DCF, Graham Number, PEG Ratio, DDM

💼 Portfolio Simulation

• $100K Paper Trading — buy/sell with real-time prices from Yahoo Finance
• Advanced Order Types — Market, Limit, and Stop orders
• Short Selling — open and cover short positions with margin tracking
• Slippage & Commission Modeling — realistic IBKR-style execution costs
• Equity Curve — track portfolio value over time with interactive charts
• Performance Analytics — Sharpe, Sortino, Calmar ratios, profit factor, max drawdown

🎯 Options Pricing

• Black-Scholes Model — call/put pricing with real-time IV
• Greeks Dashboard — Delta, Gamma, Theta, Vega, Rho
• Monte Carlo Simulation — 10,000-path price projections
• Interactive Payoff Charts — visualize P&L at expiration

🤖 AI-Powered Advisory

• Gemini AI Integration — personalized investment analysis
• Macro Dashboard — Fed rates, Treasury yields, VIX, DXY, oil, gold
• Risk Assessment — automated risk scoring with traffic-light indicators
• Natural Language Insights — ask questions about any stock

📰 News & Sentiment

• Real-time News Feed — latest headlines for any ticker
• AI Sentiment Analysis — bullish/bearish/neutral classification
• Currency Converter — 150+ currency pairs with live rates

🔬 Backtesting Engine

• Strategy Backtester — SMA crossover, RSI, MACD, Bollinger Band strategies
• Bi-directional Trading — long and short strategy support
• Performance Metrics — Sharpe ratio, win rate, max drawdown, trade log

🌍 Market Dashboard

• Global Indices — S&P 500, NASDAQ, Dow, FTSE, Nikkei, DAX
• Commodities — Gold, Silver, Crude Oil, Natural Gas
• Currency Pairs — EUR/USD, GBP/USD, USD/JPY, and more
• Live Pulse — auto-refreshing with animated counters

🚀 Quick Start

Prerequisites

• Python 3.10+
• Google Gemini API key (Get one here)

Installation

# Clone the repo
git clone https://github.com/YOUR_USERNAME/FinanceIQ.git
cd FinanceIQ

# Install dependencies
pip install -r requirements.txt

# Set up environment variables
cp .env.example .env
# Edit .env and add your GEMINI_API_KEY

# Run the application
python app.py

Then open http://localhost:5000 in your browser.

📁 Project Structure

FinanceIQ/
├── app.py                  # Flask server & API routes
├── portfolio_engine.py     # Portfolio simulation engine (SQLite-backed)
├── options_engine.py       # Black-Scholes, Greeks, Monte Carlo
├── backtester.py           # Strategy backtesting engine
├── advisor.py              # Gemini AI financial advisory
├── technical_analyzer.py   # Technical indicators & patterns
├── news_analyzer.py        # News fetching & sentiment analysis
├── requirements.txt        # Python dependencies
├── .env.example            # Environment variable template
├── templates/
│   └── index.html          # Single-page dashboard UI
└── static/
    ├── script.js           # Frontend logic & chart rendering
    └── style.css           # Glassmorphism UI design system

🛠️ Tech Stack

Layer	Technology
Backend	Flask, Python 3.10+
Data	yfinance, Yahoo Finance API
AI	Google Gemini 2.0 Flash
Database	SQLite (WAL mode)
Charts	TradingView Lightweight Charts
Frontend	Vanilla JS, CSS (Glassmorphism)

📊 API Endpoints

Endpoint	Method	Description
/api/analyze	POST	Full stock analysis
/api/suggest	GET	Ticker autocomplete
/api/portfolio	GET	Portfolio summary
/api/portfolio/buy	POST	Buy long
/api/portfolio/sell	POST	Sell long
/api/portfolio/short	POST	Short sell
/api/portfolio/cover	POST	Cover short
/api/portfolio/limit-order	POST	Place limit order
/api/portfolio/stop-order	POST	Place stop order
/api/portfolio/analytics	GET	Performance metrics
/api/portfolio/equity-curve	GET	Equity curve data
/api/market-summary	GET	Market dashboard data
/api/options/price	POST	Options pricing
/api/backtest	POST	Run backtests
/api/advisor/analyze	POST	AI advisory
/api/news	GET	News & sentiment

📜 License

This project is for educational purposes. Built as part of a university finance course.

---

Built with ❤️ using Flask & yfinance