{"id":51119742,"url":"https://github.com/fleveque/quantic","last_synced_at":"2026-06-25T01:00:52.278Z","repository":{"id":361422683,"uuid":"1254266416","full_name":"fleveque/quantic","owner":"fleveque","description":"Elixir/Phoenix app. AI-enhanced dividend investing. 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Track your portfolio, set target prices on your radar, plan purchases, and get intelligent insights — all in one place.\n\nBuilt on Elixir + Phoenix LiveView. Consolidates a previous multi-stack ecosystem (Rails dividend-portfolio, Phoenix pulse, Go logo-service, NestJS trends) into a single monolith.\n\n## Features\n\n- **Portfolio** — holdings with live prices and multi-currency valuation (yield-on-cost + current yield).\n- **Radar** — a watchlist with per-stock buy/sell target prices.\n- **Buy plan** — ranks holdings and radar stocks by a composite interest score (including dividend-growth), with tunable per-factor weights, a per-stock \"why this rank\" breakdown, and one-click checkout into holdings.\n- **Dividends** — a cash ledger with IBKR / MyInvestor statement import, per-currency charts (12-month + full-history), a payment calendar, and upcoming ex-dividend tracking.\n- **Export your data** — download holdings, dividends, and radar as CSV (Excel/Sheets-ready, UTF-8 BOM), or the whole portfolio as a versioned JSON backup, from **Settings → Your data**. No lock-in.\n- **Path to Freedom** — a FIRE projection (three capital pools, inflation, adaptive drawdown) with live sensitivity levers.\n- **Community** — opt-in public portfolio (`/p/:slug`) and radar (`/r/:slug`) pages with share images, plus a `/community` dashboard and trending.\n- **Ask Quantic (AI chat)** — an always-present assistant on every page. Ask in plain language about your portfolio, radar, dividends, or any stock; answers show the referenced stocks' logos, and the conversation follows you as you navigate. Informational only — not financial advice.\n- **AI insights** — portfolio/radar insights and per-stock dividend summaries (yield, payout sustainability, valuation, 52-week position) — observations, strengths, and risks, never buy/sell calls. Gemini, provider-agnostic, with a per-user daily quota.\n- **Telegram** — an account-linked bot (queries + a daily digest of ex-divs, dividends, and target hits).\n- **Seven languages** — en, es, ca, pt, de, fr, it.\n- **Demo mode** — \"Try a sample portfolio\" seeds a real, ephemeral account so every feature is visible without signing up.\n\n## Quickstart\n\nRequirements: [mise](https://mise.jdx.dev) or [asdf](https://asdf-vm.com) for runtime versions, Docker, and a Postgres-capable shell (`psql`).\n\n```bash\n# 1. Install Elixir + Erlang + Node from .tool-versions\n#    With mise:\nmise install\n#    Or with asdf:\nasdf plugin add erlang\nasdf plugin add elixir\nasdf plugin add nodejs\nasdf install\n\n# 2. Start Postgres\ndocker compose up -d\n\n# 3. Install dependencies and set up the database\nmix setup\n\n# 4. (Optional) Configure integrations\ncp .env.example .env\n# - GOOGLE_OAUTH_CLIENT_ID / _SECRET  → enable Google sign-in\n# - GEMINI_API_KEY                    → enable AI insights/summaries\n# (all optional in dev; magic-link emails land in the local mailbox)\n\n# 5. Start the server\nmix phx.server\n```\n\nOpen \u003chttp://localhost:4000\u003e. Magic-link sign-in works out of the box in dev — the email shows up at \u003chttp://localhost:4000/dev/mailbox\u003e.\n\n## Project structure\n\n```\nlib/\n  quantic/              # contexts (bounded contexts a la DDD/hex)\n    accounts/           # users, sessions, OAuth, magic links\n    ...                 # portfolio, radar, market_data, community,\n    ...                 # events, logos, ai, content, demo\n  quantic_web/          # web layer\n    controllers/        # JSON / OAuth callbacks\n    live/               # LiveViews (the main UI)\n    components/         # function components, layouts\n    user_auth.ex        # session + on_mount auth helpers\nconfig/                 # compile-time and runtime config\npriv/repo/migrations/   # Ecto migrations\ndocs/                   # architecture and per-feature design docs\n```\n\nSee [`docs/architecture.md`](docs/architecture.md) for the high-level design, bounded contexts, and decisions behind the stack choice.\n\n## Common tasks\n\n| Task | Command |\n|---|---|\n| Run the dev server | `mix phx.server` |\n| Run all tests | `mix test` |\n| Format code | `mix format` |\n| Pre-commit check (warnings, unused deps, format, test) | `mix precommit` |\n| Create + migrate DB | `mix ecto.setup` |\n| Reset DB | `mix ecto.reset` |\n| Start an IEx session with the app | `iex -S mix phx.server` |\n\n## Translations\n\nQuantic speaks English, Español, Català, Português, Deutsch, Français and Italiano. Translations are community-improvable — they live in plain `.po` files under `priv/gettext/\u003clocale\u003e/LC_MESSAGES/`:\n\n- **Fix a translation**: edit the `msgstr` in that locale's `default.po` (UI strings) or `faq.po` (FAQ content) and open a PR. No Elixir knowledge needed.\n- **Add a language**: add the locale code to `@supported` and `native_names/0` in `lib/quantic_web/locale.ex`, run `mix gettext.merge priv/gettext --locale \u003ccode\u003e`, fill the generated `.po` files, PR. Untranslated strings fall back to English, so partial translations ship fine.\n\n## License\n\nMIT — see [LICENSE](LICENSE).\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ffleveque%2Fquantic","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Ffleveque%2Fquantic","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Ffleveque%2Fquantic/lists"}