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)

1. 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

1. 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)

1. 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):

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

1. Data Protection

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

1. API Security

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

1. Compliance

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

Risks & Mitigations

Success Metrics (Year 1)

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)

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.