StockSage - Smart Stock Consultant Agent

StockSage is an AI-powered stock market consultant that provides beginner-friendly investment advice. Built with Next.js, it combines rule-based analysis with AI-generated insights to help users make informed investment decisions.

Features

• Portfolio Analysis: Input your stocks and get comprehensive analysis
• AI-Powered Advice: Get personalized investment recommendations
• Risk Assessment: Understand your portfolio's risk level and diversification
• Usage Tracking: Monitor your analysis usage with Flexprice integration
• Real-time Data: Live stock data via Pathway integration (with mock fallback)

Environment Setup

To enable full functionality, add these environment variables to your Vercel project:

Required API Keys

1. Flexprice API Key (for usage tracking and billing): ``` FLEXPRICE_API_KEY=your_flexprice_api_key_here ```

2. Pathway API Key (for real-time stock data): ``` PATHWAY_API_KEY=your_pathway_api_key_here ```

How to Add Environment Variables

1. Go to your Vercel project dashboard
2. Navigate to Settings → Environment Variables
3. Add the variables above with your actual API keys
4. Redeploy your application

Getting API Keys

Flexprice Setup

1. Visit Flexprice.io
2. Sign up for an account
3. Create a new project
4. Copy your API key from the dashboard
5. Configure usage events for:
   • portfolio_analysis
   • advice_generation
   • stock_search

Pathway Setup

1. Visit Pathway.com
2. Sign up for their financial data API
3. Subscribe to stock data endpoints
4. Copy your API key from the dashboard

Fallback Behavior

StockSage is designed to work even without API keys:

• Without Flexprice: Usage tracking will log to console instead of billing service
• Without Pathway: Mock stock data will be used for demonstrations

This allows you to test and develop the application before setting up paid integrations.

Development

```bash npm install npm run dev ```

Visit http://localhost:3000 to see the application.

Deployment

Deploy to Vercel with one click:

Remember to add your environment variables after deployment for full functionality.

Architecture

• Frontend: Next.js 14 with App Router
• Styling: Tailwind CSS with dark theme
• AI: Vercel AI SDK for advice generation
• Data: Pathway API for live stock data (with mock fallback)
• Billing: Flexprice for usage tracking
• Deployment: Vercel platform

Usage Tracking Events

The application tracks these events for billing:

• portfolio_analysis: When a user analyzes their portfolio
• advice_generation: When AI advice is generated
• stock_search: When users search for stocks

Each event includes relevant metadata for usage analytics and billing purposes.