文件内容
App-Plan.md
# 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)
2. **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
```
3. **Database Schema**
```sql
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)
```
4. **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:
```yaml
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):
| Service | Est. Cost |
|---------|-----------|
| ECS Fargate (2 tasks) | $50-100 |
| RDS (db.t3.small) | $30-50 |
| ElastiCache (cache.t3.micro) | $15-25 |
| S3 + CloudFront | $10-20 |
| Other (Cognito, SES, etc.) | $20-30 |
| **Total** | **$125-225/mo** |
---
### 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:
```python
# 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
2. **Data Protection**
- Encrypt PII at rest (RDS encryption)
- TLS 1.3 for all API traffic
- No plaintext passwords
3. **API Security**
- Rate limiting per tier
- Input validation (Pydantic)
- SQL injection prevention (SQLAlchemy ORM)
- CORS configuration
4. **Compliance**
- Privacy policy
- Terms of service
- GDPR data export/deletion
- Financial disclaimer (not investment advice)
---
## Risks & Mitigations
| Risk | Impact | Mitigation |
|------|--------|------------|
| Yahoo Finance rate limits | High | Implement caching, use paid API fallback |
| App store rejection | Medium | Follow guidelines, proper disclaimers |
| Data accuracy issues | High | Clear disclaimers, data validation |
| Security breach | Critical | Security audit, penetration testing |
| Low conversion rate | Medium | A/B testing, feature gating |
---
## Success Metrics (Year 1)
| Metric | Target |
|--------|--------|
| App downloads | 10,000+ |
| DAU | 1,000+ |
| Premium subscribers | 500+ |
| Monthly revenue | $5,000+ |
| App store rating | 4.5+ stars |
| Churn rate | <5%/month |
---
## 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)
| Phase | Duration | Dependencies |
|-------|----------|--------------|
| 1. Backend API | 4-6 weeks | - |
| 2. Flutter App | 6-8 weeks | Phase 1 |
| 3. Infrastructure | 2-3 weeks | Phase 1 |
| 4. Payments | 2 weeks | Phase 2, 3 |
| 5. Notifications | 2 weeks | Phase 2, 3 |
| 6. Analytics | 1 week | Phase 2 |
| **Total** | **17-22 weeks** | |
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.