FinancialData

Local financial-data platform and research dashboard built around DuckDB. It collects and standardizes market, fixed-income, FX, macro, commodity, freight, industry, volatility, and alternative datasets, then exposes them through a professional web interface.

What is included

• FinDash — React/Vite dashboard with overview, market, fixed income, supply chain, macro, commodities, industry, asset allocation, and AI research pages.
• Local data platform — metadata-driven ETL jobs, Parquet data lake, and read-only DuckDB analytics.
• Interactive research — detail pages, adjustable date ranges, TradingView-style market charts, technical indicators, yield curves, sentiment, sector views, and global ticker tape.
• Portfolio allocation — Markowitz MVO (mean variance, minimum variance, maximum Sharpe), HRP, NCO, and Black–Litterman using eligible Market, Bond, and FX data.
• Risk analytics — efficient frontier, allocation metrics, correlation heatmap, correlation-distance minimum-spanning tree, and walk-forward backtesting with selectable rebalancing frequency.
• AI Research — isolated research-agent backend with persisted conversations and allowlisted, read-only financial-data tools.

Project structure

FinancialData/
├── FinDash/          # React frontend and local API server
├── src/
│   ├── dataloader/   # Data ingestion and normalization
│   ├── jobs_api/     # API-based collection jobs
│   ├── jobs_xlsx/    # Spreadsheet ingestion jobs
│   ├── service/      # Data access services
│   ├── indicators/   # Analytical indicators
│   ├── allocation/   # Portfolio optimization engines
│   ├── backtest/     # Walk-forward backtesting
│   └── agent/        # AI research agent
├── data_lake/        # Standardized Parquet datasets
├── database/         # DuckDB and chat-history storage
├── config/           # Local configuration and API keys
└── METADATA.xlsx     # Dataset master metadata

Run FinDash

Open two terminals:

cd FinDash
npm install
npm run api

cd FinDash
npm run dev

Then open http://localhost:5173. The API runs at http://127.0.0.1:8787 and reads database/alternative_data.duckdb in read-only mode. Use FINDASH_DB_PATH to override the database location.

Notes

• Update METADATA.xlsx when adding datasets so categories, names, units, countries, and routing remain complete.
• Portfolio inputs are restricted to investable Market, Bond, and FX series; macro and analytical indices are excluded.
• Keep API credentials local under config/ or environment variables. Do not commit secrets or generated database files.
• Component-specific details are documented in src/agent, src/allocation, src/backtest, and FinDash.