PortfolAI Website

An AI-powered stock analysis platform built with Django

Timeline August 2025 - December 2025
Team Elizandro Duran, Sreya Kaylan, Alexis Liew, Jessica Webb
Role Full Stack Developer
View Github Repository →

Project Overview

PortfolAI is an AI-powered stock analysis platform built with Django. The application provides real-time stock data, market analysis, financial news, and AI-powered insights for educational purposes.

Django Python REST API AI/ML Real-time Data OpenAI Finnhub API

Initial Design & Planning

System Architecture

To structure the platform, we created early diagrams outlining how users would move through the system. Key planned components included:

  • User profile with login
  • Central dashboard displaying current trends
  • Stock and crypto trend tracking
  • News correlation tied to market movement
  • AI chatbot integrated across pages for contextual explanations
Early wireframes and user flow diagrams
Design sketches and component planning

User-Centered Goals

With collaboration from our stakeholders, our team made the following targeted tasks for PortfolAI:

  1. View top-performing stocks and cryptocurrencies
  2. Identify current market trends
  3. Read related financial news impacting trends
  4. Explore how world events may influence the market
  5. Search for stocks and understand their relevance to trends

Technical Implementation

PortfolAI was built using a Django-based backend with a REST API architecture to ensure stable, reliable, and user-friendly data is presented on our site.

Key Features

  • Real-time stock data retrieval via Finnhub
  • Market movers dashboard (gainers/losers)
  • Financial news feed with symbol filtering
  • AI-powered stock summaries and portfolio analysis
  • Context-aware chatbot powered by OpenAI
  • User authentication and watchlist management
  • Error handling and API fallback systems

Testing & Reliability

  • Over 200 automated tests
  • 100% pass rate
  • Code coverage exceeding 80%
  • CI/CD pipelines implemented via GitHub Actions
  • Dempendabot implementation for dependency updates and security checks

Final Outcome

PortfolAI Successfully Delivers:

  • A clear overview of market trends
  • Educational AI-driven explanations
  • Real-time financial data
  • A scalable backend ready for future enhancements

While some advanced visualizations and personalization features remain in progress, the platform is fully functional and deployed with a strong technical foundation.

Market Heatmaps Dashboard - Final Product

Project Reflection

This project strengthened my experience in integrating AI responsibly into real-world applications, collaborating in an agile team-based development environment, and balancing UX design decisions with backend constraints.

Next Project

Content Strategy for Harley's Hope Foundation