A modular financial data platform with AI assistant capabilities for analysis and alerts.
The Agent module provides intelligent financial monitoring and assistance:
- Chat UI: Interactive interface for natural language conversations about your financial data
- AI Assistant: Answers questions, provides market insights, and helps with financial decision-making
- Alerting System: Monitors price movements and sends intelligent alerts
- Real-time Data: Connects to live financial data sources for up-to-date information
- Portfolio Analysis: Tracks and analyzes your investments
# Clone the repo
git clone https://github.com/we-be/tiny-ria.git
cd tiny-ria/agent
# Build the agent binaries
./build.sh
# Start the unified UI (chat and dashboard)
./bin/unified
# Start just the chat UI
./bin/chat-ui
# Start the AI assistant service
./bin/assistant
# Start the AI alerter
./bin/ai-alerterAccess the UI at http://localhost:8080
The Quotron module handles data collection and processing:
# Start the services
cd quotron
./quotron start yfinance-proxy
./quotron start api-service
# Check health
./quotron health
# Fetch stock data
./quotron scheduler run-job stock_quotes --symbols AAPL,MSFT,GOOG- Agent: AI-powered assistant and alerting system
- Quotron: Financial data collection and processing pipeline
- MCP: Master Control Program for system orchestration
See agent/README.md and quotron/README.md for more detailed documentation.
Quotron - Financial data system CLI
Usage: quotron [OPTIONS] COMMAND [ARGS]
Options:
--config FILE Path to config file
--log-level LEVEL Set log level (debug, info, warn, error)
--force Force operations even if conflicts detected
--gen-config Generate default config file
--monitor Monitor services and restart if they fail
Commands:
start [SERVICE...] Start services (all or specified services)
stop [SERVICE...] Stop services (all or specified services)
status Show status of all services
test [TEST] Run tests (all or specified test)
import-sp500 Import S&P 500 data
scheduler <SUBCOMMAND> Manage or interact with the scheduler:
- run-job <JOBNAME>: Run a job immediately
- crypto_quotes: Fetch cryptocurrency quotes
- status: Show scheduler status
- help: Show detailed scheduler help
health Check health of services
help Show this help message
Services:
all All services (default)
proxy YFinance proxy only
api API service only
# dashboard service has been integrated into the API service
scheduler Scheduler only
etl ETL service only
Tests:
all All tests (default)
api API service tests
integration Integration tests
job JOBNAME Run a specific job test
- Go 1.18+
- Python 3.9+
- PostgreSQL 13+
- Redis 6+
For full functionality, you'll need:
- Alpha Vantage API key (set as
ALPHA_VANTAGE_API_KEYenvironment variable)
Free alternative:
- Yahoo Finance data (no API key required)