Financial education meets investment action. A Next.js-powered platform helping young Canadians learn and invest.

• Real-time market data from Yahoo Finance API
• Optimized API calls with Redis caching
• Configurable refresh rates for different data types
• Fallback to Alpaca API for redundancy

• GPT-powered chatbot for financial education
• Contextual learning based on user portfolio
• Real-time market explanations
• Custom-trained on financial concepts
• Conversation history tracking

• Step-by-step investment guides
• Contextual tooltips and popups
• Progress tracking
• Gamified learning modules
• Real-world scenario simulations

• Frontend: Next.js 14 with TypeScript
• Backend: Node.js/Express with TypeScript
• Database: PostgreSQL with Prisma ORM
• Caching: Redis
• Authentication: NextAuth.js
• API: RESTful + GraphQL
• Testing: Jest + Cypress
• Deployment: Vercel + AWS

# Clone repository
git clone https://github.com/yourusername/sunvest.git

# Install dependencies
cd sunvest
npm install

# Set up environment variables
cp .env.example .env.local

# Run development server
npm run dev

Create a .env.local file with:

# Database
DATABASE_URL="postgresql://..."

# Redis
REDIS_URL="redis://..."

# Authentication
NEXTAUTH_URL="http://localhost:3000"
NEXTAUTH_SECRET="your-secret"

# APIs
YAHOO_FINANCE_API_KEY="your-key"
ALPACA_API_KEY="your-key"
ALPACA_SECRET_KEY="your-secret"
OPENAI_API_KEY="your-key"

GET /api/market/stock/:symbol
GET /api/market/etf/:symbol
GET /api/market/search?q=:query

GET / api / user / portfolio
POST / api / user / transaction
GET / api / user / history

POST / api / chat
GET / api / chat / history

• JWT authentication
• Rate limiting
• Input validation
• SQL injection prevention
• XSS protection
• CSRF tokens

// Key tables
Users (
  id, email, name, created_at, ...
)

Portfolios (
  id, user_id, balance, created_at, ...
)

Transactions (
  id, portfolio_id, symbol, amount, type, ...
)

ChatHistory (
  id, user_id, message, response, created_at, ...
)

# Run unit tests
npm run test

# Run integration tests
npm run test:integration

# Run E2E tests
npm run test:e2e

• API Response Time: <100ms
• Cache Hit Ratio: >90%
• Uptime: 99.9%
• Max Concurrent Users: 10,000

• Advanced portfolio analytics
• Social features
• Mobile app
• Automated tax reporting
• International markets

Pull requests are welcome. For major changes, please open an issue first.

MIT

• SunLife for support
• Yahoo Finance for market data
• OpenAI for AI capabilities