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StockPulse - Commercial Product Roadmap

Vision

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.

Technical Decisions

  • Mobile: Flutter (iOS + Android cross-platform)
  • Backend: Python FastAPI on AWS (ECS/Lambda)
  • Database: PostgreSQL (RDS) + Redis (ElastiCache)
  • Auth: AWS Cognito or Firebase Auth
  • Monetization: Freemium + Subscription ($9.99/mo or $79.99/yr)

Architecture Overview

┌─────────────────────────────────────────────────────────────────┐
│                      MOBILE APP (Flutter)                        │
│  ┌──────────┐ ┌──────────┐ ┌──────────┐ ┌──────────┐           │
│  │Dashboard │ │Portfolio │ │ Analysis │ │ Alerts   │           │
│  └──────────┘ └──────────┘ └──────────┘ └──────────┘           │
└─────────────────────────────────────────────────────────────────┘
                              │ HTTPS/REST
                              ▼
┌─────────────────────────────────────────────────────────────────┐
│                      API GATEWAY (AWS)                           │
│                   Rate Limiting, Auth, Caching                   │
└─────────────────────────────────────────────────────────────────┘
                              │
                              ▼
┌─────────────────────────────────────────────────────────────────┐
│                   BACKEND (FastAPI on ECS)                       │
│  ┌──────────────┐ ┌──────────────┐ ┌──────────────┐            │
│  │ Auth Service │ │ Analysis API │ │ Portfolio API│            │
│  └──────────────┘ └──────────────┘ └──────────────┘            │
│  ┌──────────────┐ ┌──────────────┐ ┌──────────────┐            │
│  │ Alerts Svc   │ │ Subscription │ │ User Service │            │
│  └──────────────┘ └──────────────┘ └──────────────┘            │
└─────────────────────────────────────────────────────────────────┘
                              │
        ┌─────────────────────┼─────────────────────┐
        ▼                     ▼                     ▼
┌──────────────┐     ┌──────────────┐     ┌──────────────┐
│  PostgreSQL  │     │    Redis     │     │     S3       │
│   (RDS)      │     │ (ElastiCache)│     │  (Reports)   │
└──────────────┘     └──────────────┘     └──────────────┘

                    BACKGROUND WORKERS (Lambda/ECS)
┌─────────────────────────────────────────────────────────────────┐
│  ┌──────────────┐ ┌──────────────┐ ┌──────────────┐            │
│  │Price Updater │ │Alert Checker │ │Daily Reports │            │
│  │  (5 min)     │ │  (1 min)     │ │  (Daily)     │            │
│  └──────────────┘ └──────────────┘ └──────────────┘            │
└─────────────────────────────────────────────────────────────────┘

Feature Tiers

Free Tier

  • 1 portfolio (max 10 assets)
  • Basic stock/crypto analysis
  • Daily market summary
  • Limited to 5 analyses/day
  • Ads displayed

Premium ($9.99/mo)

  • Unlimited portfolios & assets
  • Full 8-dimension analysis
  • Real-time price alerts
  • Push notifications
  • Period reports (daily/weekly/monthly)
  • No ads
  • Priority support

Pro ($19.99/mo) - Future

  • API access
  • Custom watchlists
  • Advanced screeners
  • Export to CSV/PDF
  • Portfolio optimization suggestions

Development Phases

Phase 1: Backend API

Goal: Convert Python scripts to production REST API

Tasks:

  1. Project Setup

    • FastAPI project structure
    • Docker containerization
    • CI/CD pipeline (GitHub Actions)
    • AWS infrastructure (Terraform)

  2. Core API Endpoints

    POST /auth/register
POST /auth/login
POST /auth/refresh

GET  /analysis/{ticker}
POST /analysis/batch

GET  /portfolios
POST /portfolios
PUT  /portfolios/{id}
DELETE /portfolios/{id}

GET  /portfolios/{id}/assets
POST /portfolios/{id}/assets
PUT  /portfolios/{id}/assets/{ticker}
DELETE /portfolios/{id}/assets/{ticker}

GET  /portfolios/{id}/performance?period=weekly
GET  /portfolios/{id}/summary

GET  /alerts
POST /alerts
DELETE /alerts/{id}

GET  /user/subscription
POST /user/subscription/upgrade

  3. Database Schema

    users (id, email, password_hash, created_at, subscription_tier)
portfolios (id, user_id, name, created_at, updated_at)
assets (id, portfolio_id, ticker, asset_type, quantity, cost_basis)
alerts (id, user_id, ticker, condition, threshold, enabled)
analysis_cache (ticker, data, expires_at)
subscriptions (id, user_id, stripe_id, status, expires_at)

  4. Refactor Existing Code

    • Extract analyze_stock.py into modules:
      • analysis/earnings.py
      • analysis/fundamentals.py
      • analysis/sentiment.py
      • analysis/crypto.py
      • analysis/market_context.py
    • Add async support throughout
    • Implement proper caching (Redis)
    • Rate limiting per user tier

Files to Create:

backend/
├── app/
│   ├── main.py              # FastAPI app
│   ├── config.py            # Settings
│   ├── models/              # SQLAlchemy models
│   ├── schemas/             # Pydantic schemas
│   ├── routers/             # API routes
│   │   ├── auth.py
│   │   ├── analysis.py
│   │   ├── portfolios.py
│   │   └── alerts.py
│   ├── services/            # Business logic
│   │   ├── analysis/        # Refactored from analyze_stock.py
│   │   ├── portfolio.py
│   │   └── alerts.py
│   └── workers/             # Background tasks
├── tests/
├── Dockerfile
├── docker-compose.yml
└── requirements.txt

Phase 2: Flutter Mobile App

Goal: Build polished cross-platform mobile app

Screens:

  1. Onboarding - Welcome, feature highlights, sign up/login
  2. Dashboard - Market overview, portfolio summary, alerts
  3. Analysis - Search ticker, view full analysis, save to portfolio
  4. Portfolio - List portfolios, asset breakdown, P&L chart
  5. Alerts - Manage price alerts, notification settings
  6. Settings - Account, subscription, preferences

Key Flutter Packages:

dependencies:
  flutter_bloc: ^8.0.0      # State management
  dio: ^5.0.0               # HTTP client
  go_router: ^12.0.0        # Navigation
  fl_chart: ^0.65.0         # Charts
  firebase_messaging: ^14.0.0  # Push notifications
  in_app_purchase: ^3.0.0   # Subscriptions
  shared_preferences: ^2.0.0
  flutter_secure_storage: ^9.0.0

App Structure:

lib/
├── main.dart
├── app/
│   ├── routes.dart
│   └── theme.dart
├── features/
│   ├── auth/
│   │   ├── bloc/
│   │   ├── screens/
│   │   └── widgets/
│   ├── dashboard/
│   ├── analysis/
│   ├── portfolio/
│   ├── alerts/
│   └── settings/
├── core/
│   ├── api/
│   ├── models/
│   └── utils/
└── shared/
    └── widgets/

Phase 3: Infrastructure & DevOps

Goal: Production-ready cloud infrastructure

AWS Services:

  • ECS Fargate - Backend containers
  • RDS PostgreSQL - Database
  • ElastiCache Redis - Caching
  • S3 - Static assets, reports
  • CloudFront - CDN
  • Cognito - Authentication
  • SES - Email notifications
  • SNS - Push notifications
  • CloudWatch - Monitoring
  • WAF - Security

Terraform Modules:

infrastructure/
├── main.tf
├── variables.tf
├── modules/
│   ├── vpc/
│   ├── ecs/
│   ├── rds/
│   ├── elasticache/
│   └── cognito/
└── environments/
    ├── dev/
    ├── staging/
    └── prod/

Estimated Monthly Costs (Production):

Service Est. Cost
ECS Fargate (2 tasks) $50-100
RDS (db.t3.small) $30-50
ElastiCache (cache.t3.micro) $15-25
S3 + CloudFront $10-20
Other (Cognito, SES, etc.) $20-30
Total $125-225/mo

Phase 4: Payments & Subscriptions

Goal: Integrate Stripe for subscriptions

Implementation:

  1. Stripe subscription products (Free, Premium, Pro)
  2. In-app purchase for iOS/Android
  3. Webhook handlers for subscription events
  4. Grace period handling
  5. Receipt validation

Stripe Integration:

# Backend webhook handler
@router.post("/webhooks/stripe")
async def stripe_webhook(request: Request):
    event = stripe.Webhook.construct_event(...)

    if event.type == "customer.subscription.updated":
        update_user_tier(event.data.object)
    elif event.type == "customer.subscription.deleted":
        downgrade_to_free(event.data.object)

Phase 5: Push Notifications & Alerts

Goal: Real-time price alerts and notifications

Alert Types:

  • Price above/below threshold
  • Percentage change (daily)
  • Earnings announcement
  • Breaking news (geopolitical)
  • Portfolio performance

Implementation:

  • Firebase Cloud Messaging (FCM)
  • Background worker checks alerts every minute
  • Rate limit: max 10 alerts/day per free user

Phase 6: Analytics & Monitoring

Goal: Track usage, errors, business metrics

Tools:

  • Mixpanel/Amplitude - Product analytics
  • Sentry - Error tracking
  • CloudWatch - Infrastructure metrics
  • Custom dashboard - Business KPIs

Key Metrics:

  • DAU/MAU
  • Conversion rate (free → premium)
  • Churn rate
  • API response times
  • Analysis accuracy feedback

Security Considerations

  1. Authentication

    • JWT tokens with refresh rotation
    • OAuth2 (Google, Apple Sign-In)
    • 2FA optional for premium users

  2. Data Protection

    • Encrypt PII at rest (RDS encryption)
    • TLS 1.3 for all API traffic
    • No plaintext passwords

  3. API Security

    • Rate limiting per tier
    • Input validation (Pydantic)
    • SQL injection prevention (SQLAlchemy ORM)
    • CORS configuration

  4. Compliance

    • Privacy policy
    • Terms of service
    • GDPR data export/deletion
    • Financial disclaimer (not investment advice)

Risks & Mitigations

Risk Impact Mitigation
Yahoo Finance rate limits High Implement caching, use paid API fallback
App store rejection Medium Follow guidelines, proper disclaimers
Data accuracy issues High Clear disclaimers, data validation
Security breach Critical Security audit, penetration testing
Low conversion rate Medium A/B testing, feature gating

Success Metrics (Year 1)

Metric Target
App downloads 10,000+
DAU 1,000+
Premium subscribers 500+
Monthly revenue $5,000+
App store rating 4.5+ stars
Churn rate <5%/month

Next Steps (Immediate)

  1. Validate idea - User interviews, landing page
  2. Design - Figma mockups for key screens
  3. Backend MVP - Core API endpoints
  4. Flutter prototype - Basic app with analysis feature
  5. Beta testing - TestFlight/Google Play beta

Repository Structure (Final)

stockpulse/
├── backend/                 # FastAPI backend
│   ├── app/
│   ├── tests/
│   ├── Dockerfile
│   └── requirements.txt
├── mobile/                  # Flutter app
│   ├── lib/
│   ├── test/
│   ├── ios/
│   ├── android/
│   └── pubspec.yaml
├── infrastructure/          # Terraform
│   ├── modules/
│   └── environments/
├── docs/                    # Documentation
│   ├── api/
│   └── architecture/
└── scripts/                 # Utility scripts

Timeline Summary (Planning Only)

Phase Duration Dependencies
1. Backend API 4-6 weeks -
2. Flutter App 6-8 weeks Phase 1
3. Infrastructure 2-3 weeks Phase 1
4. Payments 2 weeks Phase 2, 3
5. Notifications 2 weeks Phase 2, 3
6. Analytics 1 week Phase 2
Total 17-22 weeks

This is a planning document. No fixed timeline - execute phases as resources allow.

Disclaimer: This tool is for informational purposes only and does NOT constitute financial advice.

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