One dashboard for every market. Real data, quantitative scoring, zero spreadsheets.
Wealth Intel is a unified investment intelligence dashboard — it pulls live data across equities, crypto, forex, commodities and macro, scores every asset with a transparent quantitative engine, and tracks your portfolio with risk, correlation and tax analytics. It replaces a stack of 11 chatbot "gems" and custom GPTs with a single, auditable Next.js app.
Status:
v0.1.0— core dashboard, scoring engine and data providers are real and tested. Live market data flows through free-tier APIs; no paid keys required to run.
| Markets overview | Asset scoring | Portfolio analytics |
|---|---|---|
 |
 |
 |
GIFs are placeholders — drop real recordings into
docs/demo/to light them up.
EQUITIES CRYPTO FOREX COMMODITIES MACRO
│ │ │ │ │
└────────┴────────┼──────────┴──────────┘
▼
┌─────────────────┐
│ Scoring engine │ value · growth · momentum · quality · risk
└────────┬────────┘
▼
Opportunities · Alerts · Journal · Reports
▼
Portfolio: P&L · risk · correlation · IT tax
- 📈 Multi-market coverage — equities, crypto, forex, commodities and macro in one place
- 🧮 Quantitative scoring — a 5-factor engine (value, growth, momentum, quality, risk) ranks every asset, with per-asset-class adapters
- 🤖 AI scoring layer — optional LLM pass for qualitative context on top of the quant score
- 💼 Portfolio tracking — positions, P&L, risk metrics, correlation matrix and Italian capital-gains tax estimation
- 🔔 Alerts & journal — price/score alerts plus a trading journal for decision logging
- 🗞 Automated reports — scheduled weekly reports via cron + email (Brevo)
- 🔐 Auth & RLS — Supabase auth with Row Level Security on every table
- ⚙️ Background jobs — cron routes for price refresh, macro refresh, batch scoring and alert checks
| Layer | Technology |
|---|---|
| Framework | Next.js 16 · App Router · React Server Components · Turbopack |
| Language | TypeScript (strict) |
| Database | Supabase · Postgres · Auth · Row Level Security |
| Styling | Tailwind CSS 4 · oklch dark theme |
| Charts | Recharts |
| Forms | React Hook Form + Zod |
| Data APIs | yahoo-finance2 · CoinGecko · FRED · DeFi Llama · ECB · Fear & Greed |
| Brevo (free tier) | |
| Testing | Vitest + Testing Library |
| Hosting | Vercel |
git clone https://github.com/Franck1120/wealth-intel.git
cd wealth-intel && npm install
cp .env.local.example .env.local # fill in Supabase URL + free API keys
npm run dev # http://localhost:3000All data providers run on free tiers — see .env.local.example for the (short) list of keys.
flowchart TD
subgraph Client["Next.js App Router"]
UI["Dashboard pages<br/>markets · portfolio · alerts · journal · reports"]
end
subgraph API["API routes"]
DATA["/api/data/*"]
SCORE["/api/intelligence/score"]
CRON["/api/cron/*"]
end
subgraph Providers["Data providers (free tier)"]
Y["Yahoo Finance"]
C["CoinGecko"]
F["FRED"]
D["DeFi Llama"]
E["ECB · Fear & Greed"]
end
ENGINE["Scoring engine<br/>value · growth · momentum · quality · risk"]
DB[("Supabase<br/>Postgres + RLS")]
MAIL["Brevo email"]
UI --> DATA --> Providers
UI --> DB
SCORE --> ENGINE --> DB
CRON --> ENGINE
CRON --> Providers
CRON --> MAIL
DATA --> DB
| Feature | Status |
|---|---|
| Multi-market dashboard + scoring engine | ✅ Live |
| Portfolio P&L · risk · correlation · IT tax | ✅ Live |
| Backtesting of scoring signals | 🔜 Next |
| Configurable scoring weights per strategy | 🔜 Next |
| Broker import (CSV / API) for positions | 🔜 Next |
MIT — see LICENSE.
Maintained by @Franck1120. Open issues for discussion.