Equity Lens
AI-native, local-first stock research terminal
Overview
A futuristic financial research terminal with Liquid Glass UI, AI-powered analysis, and local-first architecture. Combines real-time market data, SEC EDGAR fundamentals, TA-Lib technical indicators, FRED macroeconomic data, news intelligence, and DeepSeek-generated thesis analysis into a single application.
Architecture
FastAPI backend serves data from multiple providers (SEC EDGAR, FRED, Alpaca, TA-Lib) through a unified API. The Next.js frontend renders a glass-morphism terminal UI with TradingView charts. AI thesis generation runs through DeepSeek via OpenRouter, with streaming responses for real-time analysis. All data is cached locally via SQLAlchemy for offline access.
The Story
Built because tracking personal investments across half a dozen platforms was unsustainable. Started as a simple portfolio tracker with Alpaca sync, then snowballed — added SEC filings after realizing how much signal is buried in 10-Ks, then FRED for macro context, then TA-Lib because technical analysis without indicators felt incomplete. The Liquid Glass UI was a happy accident — it started as a CyberPunk 2077-inspired experiment and became the identity of the whole project.
Technology
Links
Features
- SEC EDGAR fundamentals — revenue, net income, EPS, balance sheet, ratios
- TA-Lib technicals — RSI, MACD, SMA/EMA, Bollinger Bands, ATR
- FRED macroeconomic dashboard — 9 economic indicators
- AI thesis generation with bull/base/bear scenarios
- TradingView Lightweight Charts for interactive charting
- Stock screener — 80-ticker universe with multi-factor filters
- Portfolio P&L tracking with Alpaca broker sync
- Alert center with Discord and email notifications
- Insider trading (Form 4) and institutional ownership (13F)
- SEC filings browser with integrated DCF valuation
Highlights
- Liquid Glass design system with cosmic eclipse background
- Provider factory for pluggable data sources
- Full CI/CD with gitleaks security scanning