{"id":34683675,"url":"https://github.com/robofinsystems/roboinvestor-app","last_synced_at":"2026-04-26T02:02:44.869Z","repository":{"id":328716838,"uuid":"1035643215","full_name":"RoboFinSystems/roboinvestor-app","owner":"RoboFinSystems","description":"RoboInvestor App is the web interface for AI-powered investment intelligence, providing portfolio analysis and Claude-powered investment insights via the RoboSystems knowledge graph. Next.js 16+ with complete AWS infrastructure and GitHub Actions CI/CD—fork and deploy to your own AWS account.","archived":false,"fork":false,"pushed_at":"2026-04-14T19:24:50.000Z","size":13091,"stargazers_count":1,"open_issues_count":0,"forks_count":0,"subscribers_count":0,"default_branch":"main","last_synced_at":"2026-04-14T21:24:10.438Z","etag":null,"topics":["aws","cloudformation","financial-data","flowbite","flowbite-react","github-actions","graph-api","knowledge-graph","nextjs","robosystems","typescript"],"latest_commit_sha":null,"homepage":"https://roboinvestor.ai","language":"TypeScript","has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"apache-2.0","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/RoboFinSystems.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":".github/CONTRIBUTING.md","funding":null,"license":"LICENSE","code_of_conduct":null,"threat_model":null,"audit":null,"citation":null,"codeowners":null,"security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null,"zenodo":null,"notice":null,"maintainers":null,"copyright":null,"agents":null,"dco":null,"cla":null}},"created_at":"2025-08-10T20:43:23.000Z","updated_at":"2026-04-04T23:20:36.000Z","dependencies_parsed_at":null,"dependency_job_id":"af54976c-bd9a-47e5-9662-f27c78e2e90b","html_url":"https://github.com/RoboFinSystems/roboinvestor-app","commit_stats":null,"previous_names":["robofinsystems/roboinvestor-app"],"tags_count":40,"template":false,"template_full_name":null,"purl":"pkg:github/RoboFinSystems/roboinvestor-app","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/RoboFinSystems%2Froboinvestor-app","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/RoboFinSystems%2Froboinvestor-app/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/RoboFinSystems%2Froboinvestor-app/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/RoboFinSystems%2Froboinvestor-app/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/RoboFinSystems","download_url":"https://codeload.github.com/RoboFinSystems/roboinvestor-app/tar.gz/refs/heads/main","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/RoboFinSystems%2Froboinvestor-app/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":31910585,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-04-16T18:22:33.417Z","status":"ssl_error","status_checked_at":"2026-04-16T18:21:47.142Z","response_time":69,"last_error":"SSL_connect returned=1 errno=0 peeraddr=140.82.121.6:443 state=error: unexpected eof while reading","robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":false,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":["aws","cloudformation","financial-data","flowbite","flowbite-react","github-actions","graph-api","knowledge-graph","nextjs","robosystems","typescript"],"created_at":"2025-12-24T21:36:58.381Z","updated_at":"2026-04-17T01:01:45.682Z","avatar_url":"https://github.com/RoboFinSystems.png","language":"TypeScript","funding_links":[],"categories":[],"sub_categories":[],"readme":"# RoboInvestor App\n\n\u003e **Version 0.2 (Alpha)** — Core infrastructure complete, actively developing investment-specific features\n\nRoboInvestor App is the web interface for AI-powered investment intelligence, providing portfolio analysis and Claude-powered investment insights via the RoboSystems knowledge graph.\n\n- **Portfolio Intelligence**: Track and analyze investment holdings with AI-powered insights and recommendations\n- **Natural Language Queries**: Ask questions about your portfolio in plain English and get instant answers\n- **AI-Powered Guidance**: Leverage Claude AI for investment analysis via the knowledge graph\n- **Knowledge Graph Foundation**: Investment data modeled as a semantic graph preserving relationships\n- **MCP Integration**: Model Context Protocol support for Claude Desktop and Claude Code\n\n## Core Features\n\n### Available Now\n\n- **AI Console**: Natural language and Cypher query terminal with streaming results and MCP integration\n- **Entity Browser**: Search and manage entities across graphs with relationships\n- **Graph Creation**: Wizard-based portfolio graph setup with schema selection\n- **API Keys**: Secure programmatic access with key creation and rotation\n- **Settings**: Profile and password management\n\n### Roadmap\n\n- **Investment Dashboard**: Personalized portfolio overview with key metrics and AI insights\n- **Securities Management**: Track stocks, bonds, and other securities with market data\n- **Portfolio Tracking**: Position tracking, performance, and cost basis\n- **Asset Allocation**: Visualization by sector, asset class, and geography\n- **Risk Analytics**: Beta, volatility, Sharpe ratio, and correlation analysis\n- **Dividend Tracking**: Yield monitoring and reinvestment tracking\n\n## Quick Start\n\n```bash\nnpm install              # Install dependencies\ncp .env.example .env     # Configure environment (edit with your API endpoint)\nnpm run dev              # Start development server\n```\n\nThe application will be available at http://localhost:3002\n\n## Development Commands\n\n### Core Development\n\n```bash\nnpm run dev              # Start development server (port 3002)\nnpm run build            # Production build\n```\n\n### Testing\n\n```bash\nnpm run test:all         # All tests and code quality checks\nnpm run test             # Run Vitest test suite\nnpm run test:coverage    # Generate coverage report\n```\n\n### Code Quality\n\n```bash\nnpm run lint             # ESLint validation\nnpm run lint:fix         # Auto-fix linting issues\nnpm run format           # Prettier code formatting\nnpm run format:check     # Check formatting compliance\nnpm run typecheck        # TypeScript type checking\n```\n\n### SDLC Commands\n\n```bash\nnpm run feature:create   # Create a feature branch\nnpm run pr:create        # Create pull request\nnpm run release:create   # Create GitHub release\nnpm run deploy:staging   # Deploy to staging environment\nnpm run deploy:prod      # Deploy to production\n```\n\n### Core Subtree Management\n\n```bash\nnpm run core:pull        # Pull latest core subtree updates\nnpm run core:push        # Push core subtree changes\nnpm run core:add         # Add core subtree (initial setup)\n```\n\n### Prerequisites\n\n#### System Requirements\n\n- Node.js 22+ (LTS recommended)\n- npm 10+\n- 4GB RAM minimum\n- Modern browser (Chrome, Firefox, Safari, Edge)\n\n#### Required Services\n\n- RoboSystems API endpoint (local development or production)\n\n#### Deployment Requirements\n\n- Fork this repo (and the [robosystems](https://github.com/RoboFinSystems/robosystems) backend)\n- AWS account with IAM Identity Center (SSO)\n- Run `npm run setup:bootstrap` to configure OIDC and GitHub variables\n\nSee the **[Bootstrap Guide](https://github.com/RoboFinSystems/robosystems/wiki/Bootstrap-Guide)** for complete instructions including access modes (internal, public).\n\n## Architecture\n\n**Application Layer:**\n\n- Next.js 16 App Router\n- TypeScript 5 for type safety\n- Flowbite React with Tailwind CSS for UI components\n- RoboSystems Client SDK for API communication and authentication\n\n**Core Library (`/src/lib/core/`):**\n\nShared modules maintained as a git subtree across RoboSystems frontend apps:\n\n- Auth components (login, register, password reset)\n- Session management and JWT handling\n- Graph creation wizard and shared components\n- Layout, forms, chat, and settings components\n- Graph, organization, and entity contexts\n- SSE-based background job progress tracking\n\n**Infrastructure:**\n\n- AWS App Runner with auto-scaling\n- S3 + CloudFront for static asset hosting\n- CloudFormation templates in `/cloudformation/`\n\n## CI/CD\n\n- **`prod.yml`**: Production deployment to roboinvestor.ai\n- **`staging.yml`**: Staging deployment to staging.roboinvestor.ai\n- **`test.yml`**: Automated testing on pull requests\n- **`build.yml`**: Docker image building for ECR\n\n## Support\n\n- [Issues](https://github.com/RoboFinSystems/roboinvestor-app/issues)\n- [Wiki](https://github.com/RoboFinSystems/robosystems/wiki)\n- [Projects](https://github.com/orgs/RoboFinSystems/projects)\n- [Discussions](https://github.com/orgs/RoboFinSystems/discussions)\n\n## License\n\nApache License 2.0 - see [LICENSE](LICENSE) for details.\n\nApache-2.0 © 2026 RFS LLC\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frobofinsystems%2Froboinvestor-app","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Frobofinsystems%2Froboinvestor-app","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Frobofinsystems%2Froboinvestor-app/lists"}