A local, advisory-only dashboard for a solo investor to monitor a portfolio and a tracker of EU- and US-listed stocks and ETFs. Tradai uses Claude and Jev for daily recommendations after the US close, but never places trades. Portfolio data is stored locally; configured AI providers receive the full context needed for advisory.
Requires Docker with Compose.
cp .env.example .env
bin/up -dOpen http://127.0.0.1:3000. The Portfolio page loading means the local app is working; no API keys are required for portfolio or tracker management.
To enable market data, news, and AI advisory, add the relevant optional credentials described in .env.example, then rerun bin/up -d. Do not set ANTHROPIC_API_KEY; Tradai uses Claude subscription authentication.
Add a holding under Portfolio or a name under Tracker, then choose Ingest now. With Claude and Jev credentials configured, choose Run now for recommendations.
Product documentation and acceptance checks live in spec/.