BuildTech

Local-first portfolio construction assistant with a scored asset universe, correlation-aware candidate portfolios, FastAPI backend, React frontend, and SQLite persistence.

30-Second Scan

Area	What this project shows
Product	Single-user portfolio construction workflow from risk profile to candidate allocations
Finance	Scored stock/ETF universe, watchlist input, correlation-aware selection, risk parity allocation, historical analytics
Engineering	FastAPI, SQLAlchemy 2.0, Alembic, SQLite, React 18, TypeScript, Vite, Tailwind
Reliability	Local-first design, frozen snapshots, read-only analytics endpoint, JSON export schema, backend test suite
Portfolio value	Demonstrates finance domain modeling, API design, typed frontend work, and non-advisory product language

Educational analytics only. BuildTech does not provide investment advice, trading signals, robo-advice, or financial recommendations.

Preview

Universe	Results

Core Workflow

1. Complete an 8-question risk questionnaire or use the risk slider override.
2. Explore a scored universe of US stocks and ETFs.
3. Build an optional watchlist for candidate filtering.
4. Generate Core, Growth Tilt, and Defensive Tilt candidate portfolios.
5. Review allocation, construction log, historical analytics, and SPY overlay.
6. Save, archive, or export portfolios as versioned JSON.

Technical Highlights

• FastAPI backend with SQLAlchemy 2.0 ORM models and Alembic migration support.
• Three-tier price resolver: SQLite cache, frozen Parquet snapshot, and script-only yfinance refresh.
• Correlation-aware construction with relaxation passes and equal-weight fallback.
• Risk parity allocation with risk-level constraints.
• Read-only analytics endpoint that avoids live fetches and avoids DB writes.
• Forecasting-language pre-commit hook to keep advisory claims out of the project.
• React/Vite frontend with TypeScript, Tailwind, and production build checks.

Local Setup

Backend

cd backend
python -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt
alembic upgrade head
uvicorn app.main:app --reload

On Windows PowerShell, activate with:

.\.venv\Scripts\Activate.ps1

Frontend

cd frontend
npm install
npm run dev

Docker

docker compose up --build

Validation

cd backend
pytest

cd ../frontend
npm run typecheck
npm run build

Documentation

• Architecture
• Release notes
• Project plan

License

MIT License. See LICENSE.