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App-Plan.md
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App-Plan.md
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# StockPulse - Commercial Product Roadmap
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## Vision
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Transform the stock-analysis skill into **StockPulse**, a commercial mobile app for retail investors with AI-powered stock and crypto analysis, portfolio tracking, and personalized alerts.
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## Technical Decisions
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- **Mobile:** Flutter (iOS + Android cross-platform)
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- **Backend:** Python FastAPI on AWS (ECS/Lambda)
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- **Database:** PostgreSQL (RDS) + Redis (ElastiCache)
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- **Auth:** AWS Cognito or Firebase Auth
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- **Monetization:** Freemium + Subscription ($9.99/mo or $79.99/yr)
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---
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## Architecture Overview
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```
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┌─────────────────────────────────────────────────────────────────┐
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│ MOBILE APP (Flutter) │
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│ ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐ │
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│ │Dashboard │ │Portfolio │ │ Analysis │ │ Alerts │ │
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│ └──────────┘ └──────────┘ └──────────┘ └──────────┘ │
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└─────────────────────────────────────────────────────────────────┘
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│ HTTPS/REST
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▼
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┌─────────────────────────────────────────────────────────────────┐
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│ API GATEWAY (AWS) │
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│ Rate Limiting, Auth, Caching │
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└─────────────────────────────────────────────────────────────────┘
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│
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▼
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┌─────────────────────────────────────────────────────────────────┐
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│ BACKEND (FastAPI on ECS) │
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│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
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│ │ Auth Service │ │ Analysis API │ │ Portfolio API│ │
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│ └──────────────┘ └──────────────┘ └──────────────┘ │
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│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
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│ │ Alerts Svc │ │ Subscription │ │ User Service │ │
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│ └──────────────┘ └──────────────┘ └──────────────┘ │
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└─────────────────────────────────────────────────────────────────┘
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│
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┌─────────────────────┼─────────────────────┐
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▼ ▼ ▼
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┌──────────────┐ ┌──────────────┐ ┌──────────────┐
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│ PostgreSQL │ │ Redis │ │ S3 │
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│ (RDS) │ │ (ElastiCache)│ │ (Reports) │
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└──────────────┘ └──────────────┘ └──────────────┘
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BACKGROUND WORKERS (Lambda/ECS)
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┌─────────────────────────────────────────────────────────────────┐
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│ ┌──────────────┐ ┌──────────────┐ ┌──────────────┐ │
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│ │Price Updater │ │Alert Checker │ │Daily Reports │ │
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│ │ (5 min) │ │ (1 min) │ │ (Daily) │ │
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│ └──────────────┘ └──────────────┘ └──────────────┘ │
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└─────────────────────────────────────────────────────────────────┘
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```
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---
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## Feature Tiers
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### Free Tier
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- 1 portfolio (max 10 assets)
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- Basic stock/crypto analysis
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- Daily market summary
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- Limited to 5 analyses/day
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- Ads displayed
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### Premium ($9.99/mo)
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- Unlimited portfolios & assets
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- Full 8-dimension analysis
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- Real-time price alerts
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- Push notifications
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- Period reports (daily/weekly/monthly)
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- No ads
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- Priority support
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### Pro ($19.99/mo) - Future
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- API access
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- Custom watchlists
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- Advanced screeners
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- Export to CSV/PDF
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- Portfolio optimization suggestions
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---
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## Development Phases
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### Phase 1: Backend API
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**Goal:** Convert Python scripts to production REST API
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#### Tasks:
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1. **Project Setup**
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- FastAPI project structure
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- Docker containerization
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- CI/CD pipeline (GitHub Actions)
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- AWS infrastructure (Terraform)
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2. **Core API Endpoints**
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```
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POST /auth/register
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POST /auth/login
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POST /auth/refresh
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GET /analysis/{ticker}
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POST /analysis/batch
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GET /portfolios
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POST /portfolios
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PUT /portfolios/{id}
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DELETE /portfolios/{id}
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GET /portfolios/{id}/assets
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POST /portfolios/{id}/assets
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PUT /portfolios/{id}/assets/{ticker}
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DELETE /portfolios/{id}/assets/{ticker}
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GET /portfolios/{id}/performance?period=weekly
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GET /portfolios/{id}/summary
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GET /alerts
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POST /alerts
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DELETE /alerts/{id}
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GET /user/subscription
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POST /user/subscription/upgrade
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```
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3. **Database Schema**
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```sql
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users (id, email, password_hash, created_at, subscription_tier)
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portfolios (id, user_id, name, created_at, updated_at)
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assets (id, portfolio_id, ticker, asset_type, quantity, cost_basis)
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alerts (id, user_id, ticker, condition, threshold, enabled)
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analysis_cache (ticker, data, expires_at)
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subscriptions (id, user_id, stripe_id, status, expires_at)
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```
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4. **Refactor Existing Code**
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- Extract `analyze_stock.py` into modules:
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- `analysis/earnings.py`
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- `analysis/fundamentals.py`
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- `analysis/sentiment.py`
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- `analysis/crypto.py`
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- `analysis/market_context.py`
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- Add async support throughout
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- Implement proper caching (Redis)
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- Rate limiting per user tier
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#### Files to Create:
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```
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backend/
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├── app/
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│ ├── main.py # FastAPI app
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│ ├── config.py # Settings
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│ ├── models/ # SQLAlchemy models
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│ ├── schemas/ # Pydantic schemas
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│ ├── routers/ # API routes
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│ │ ├── auth.py
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│ │ ├── analysis.py
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│ │ ├── portfolios.py
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│ │ └── alerts.py
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│ ├── services/ # Business logic
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│ │ ├── analysis/ # Refactored from analyze_stock.py
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│ │ ├── portfolio.py
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│ │ └── alerts.py
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│ └── workers/ # Background tasks
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├── tests/
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├── Dockerfile
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├── docker-compose.yml
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└── requirements.txt
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```
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---
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### Phase 2: Flutter Mobile App
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**Goal:** Build polished cross-platform mobile app
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#### Screens:
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1. **Onboarding** - Welcome, feature highlights, sign up/login
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2. **Dashboard** - Market overview, portfolio summary, alerts
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3. **Analysis** - Search ticker, view full analysis, save to portfolio
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4. **Portfolio** - List portfolios, asset breakdown, P&L chart
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5. **Alerts** - Manage price alerts, notification settings
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6. **Settings** - Account, subscription, preferences
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#### Key Flutter Packages:
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```yaml
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dependencies:
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flutter_bloc: ^8.0.0 # State management
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dio: ^5.0.0 # HTTP client
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go_router: ^12.0.0 # Navigation
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fl_chart: ^0.65.0 # Charts
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firebase_messaging: ^14.0.0 # Push notifications
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in_app_purchase: ^3.0.0 # Subscriptions
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shared_preferences: ^2.0.0
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flutter_secure_storage: ^9.0.0
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```
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#### App Structure:
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```
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lib/
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├── main.dart
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├── app/
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│ ├── routes.dart
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│ └── theme.dart
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├── features/
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│ ├── auth/
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│ │ ├── bloc/
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│ │ ├── screens/
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│ │ └── widgets/
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│ ├── dashboard/
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│ ├── analysis/
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│ ├── portfolio/
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│ ├── alerts/
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│ └── settings/
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├── core/
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│ ├── api/
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│ ├── models/
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│ └── utils/
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└── shared/
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└── widgets/
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```
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---
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### Phase 3: Infrastructure & DevOps
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**Goal:** Production-ready cloud infrastructure
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#### AWS Services:
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- **ECS Fargate** - Backend containers
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- **RDS PostgreSQL** - Database
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- **ElastiCache Redis** - Caching
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- **S3** - Static assets, reports
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- **CloudFront** - CDN
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- **Cognito** - Authentication
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- **SES** - Email notifications
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- **SNS** - Push notifications
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- **CloudWatch** - Monitoring
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- **WAF** - Security
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#### Terraform Modules:
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```
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infrastructure/
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├── main.tf
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├── variables.tf
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├── modules/
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│ ├── vpc/
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│ ├── ecs/
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│ ├── rds/
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│ ├── elasticache/
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│ └── cognito/
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└── environments/
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├── dev/
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├── staging/
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└── prod/
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```
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#### Estimated Monthly Costs (Production):
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| Service | Est. Cost |
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|---------|-----------|
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| ECS Fargate (2 tasks) | $50-100 |
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| RDS (db.t3.small) | $30-50 |
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| ElastiCache (cache.t3.micro) | $15-25 |
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| S3 + CloudFront | $10-20 |
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| Other (Cognito, SES, etc.) | $20-30 |
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| **Total** | **$125-225/mo** |
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---
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### Phase 4: Payments & Subscriptions
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**Goal:** Integrate Stripe for subscriptions
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#### Implementation:
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1. Stripe subscription products (Free, Premium, Pro)
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2. In-app purchase for iOS/Android
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3. Webhook handlers for subscription events
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4. Grace period handling
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5. Receipt validation
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#### Stripe Integration:
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```python
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# Backend webhook handler
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@router.post("/webhooks/stripe")
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async def stripe_webhook(request: Request):
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event = stripe.Webhook.construct_event(...)
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if event.type == "customer.subscription.updated":
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update_user_tier(event.data.object)
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elif event.type == "customer.subscription.deleted":
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downgrade_to_free(event.data.object)
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```
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---
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### Phase 5: Push Notifications & Alerts
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**Goal:** Real-time price alerts and notifications
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#### Alert Types:
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- Price above/below threshold
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- Percentage change (daily)
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- Earnings announcement
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- Breaking news (geopolitical)
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- Portfolio performance
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#### Implementation:
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- Firebase Cloud Messaging (FCM)
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- Background worker checks alerts every minute
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- Rate limit: max 10 alerts/day per free user
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---
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### Phase 6: Analytics & Monitoring
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**Goal:** Track usage, errors, business metrics
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#### Tools:
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- **Mixpanel/Amplitude** - Product analytics
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- **Sentry** - Error tracking
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- **CloudWatch** - Infrastructure metrics
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- **Custom dashboard** - Business KPIs
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#### Key Metrics:
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- DAU/MAU
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- Conversion rate (free → premium)
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- Churn rate
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- API response times
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- Analysis accuracy feedback
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---
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## Security Considerations
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1. **Authentication**
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- JWT tokens with refresh rotation
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- OAuth2 (Google, Apple Sign-In)
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- 2FA optional for premium users
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2. **Data Protection**
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- Encrypt PII at rest (RDS encryption)
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- TLS 1.3 for all API traffic
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- No plaintext passwords
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3. **API Security**
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- Rate limiting per tier
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- Input validation (Pydantic)
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- SQL injection prevention (SQLAlchemy ORM)
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- CORS configuration
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4. **Compliance**
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- Privacy policy
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- Terms of service
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- GDPR data export/deletion
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- Financial disclaimer (not investment advice)
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---
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## Risks & Mitigations
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| Risk | Impact | Mitigation |
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|------|--------|------------|
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| Yahoo Finance rate limits | High | Implement caching, use paid API fallback |
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| App store rejection | Medium | Follow guidelines, proper disclaimers |
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| Data accuracy issues | High | Clear disclaimers, data validation |
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| Security breach | Critical | Security audit, penetration testing |
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| Low conversion rate | Medium | A/B testing, feature gating |
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---
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## Success Metrics (Year 1)
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| Metric | Target |
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|--------|--------|
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| App downloads | 10,000+ |
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| DAU | 1,000+ |
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| Premium subscribers | 500+ |
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| Monthly revenue | $5,000+ |
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| App store rating | 4.5+ stars |
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| Churn rate | <5%/month |
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---
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## Next Steps (Immediate)
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1. **Validate idea** - User interviews, landing page
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2. **Design** - Figma mockups for key screens
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3. **Backend MVP** - Core API endpoints
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4. **Flutter prototype** - Basic app with analysis feature
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5. **Beta testing** - TestFlight/Google Play beta
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---
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## Repository Structure (Final)
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```
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stockpulse/
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├── backend/ # FastAPI backend
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│ ├── app/
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│ ├── tests/
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│ ├── Dockerfile
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│ └── requirements.txt
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├── mobile/ # Flutter app
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│ ├── lib/
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│ ├── test/
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│ ├── ios/
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│ ├── android/
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│ └── pubspec.yaml
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├── infrastructure/ # Terraform
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│ ├── modules/
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│ └── environments/
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├── docs/ # Documentation
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│ ├── api/
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│ └── architecture/
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└── scripts/ # Utility scripts
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```
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---
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## Timeline Summary (Planning Only)
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| Phase | Duration | Dependencies |
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|-------|----------|--------------|
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| 1. Backend API | 4-6 weeks | - |
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| 2. Flutter App | 6-8 weeks | Phase 1 |
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| 3. Infrastructure | 2-3 weeks | Phase 1 |
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| 4. Payments | 2 weeks | Phase 2, 3 |
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| 5. Notifications | 2 weeks | Phase 2, 3 |
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| 6. Analytics | 1 week | Phase 2 |
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| **Total** | **17-22 weeks** | |
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This is a planning document. No fixed timeline - execute phases as resources allow.
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---
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**Disclaimer:** This tool is for informational purposes only and does NOT constitute financial advice.
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Reference in New Issue
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