WealthLens

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Scope Summary for Estimation Project: Portfolio Tracking & AI Assistant Platform (MVP – Web Application) 🔹 1. Project Objective Build a web-based MVP application that allows users to: Track their stock portfolio using near real-time market data View portfolio performance (value, P&L, basic charts) Perform limited stock comparison Interact with a basic AI assistant for financial Q&A The goal is to launch a functional, scalable MVP quickly, with advanced analytics and monetization planned for later phases. 🔹 2. MVP Scope (In-Scope Features) 👤 User Module User registration & login (email-based) Forgot/reset password Basic authentication & session management 📊 Portfolio Management Create and manage single portfolio per user Add/edit/remove stocks: Stock search (API-based) Quantity & purchase price input Portfolio summary: Total value Profit & Loss (₹ + %) Basic portfolio performance chart (historical trend) 📈 Market Data Integration Integration with one market data API (e.g., Financial Modeling Prep) Fetch: Stock prices Basic company info Data refresh every 30–60 seconds (near real-time) 📉 Stock Details View individual stock details: Current price % change Basic metrics (e.g., P/E, market cap) Simple chart (price trend) ⚖️ Stock Comparison (Basic) Compare up to 2–3 stocks Show: Price % change Basic ratios (e.g., P/E) ⚠️ Risk Indicator (Simplified) Basic rule-based risk level: Low / Medium / High Based on simple logic (e.g., diversification, volatility) Static explanation text (no advanced calculations) 🤖 AI Assistant (Basic) Integration with AI (Claude or similar) Chat-based interface Supports: General financial questions Explanation of terms (P/E, earnings, etc.) ❗ No portfolio-aware or data-driven AI in MVP 🖥️ Dashboard UI (Web) Clean, modern dashboard with: Portfolio summary Stock list Charts Responsive design (mobile-friendly) No advanced UI/animations ⚙️ Backend & System API-driven backend (monolithic architecture) Basic database setup (user + portfolio + stock data) Scheduled job for: Market data updates Portfolio recalculation 🔐 Security (Basic) Secure authentication Encrypted password storage Secure API handling (basic best practices) 🔹 3. Out of Scope (Add-Ons / Separate Estimation) The following are explicitly excluded from MVP and should be estimated separately: Monte Carlo simulations & forecasting models Machine learning / prediction models Portfolio-aware AI (RAG, insights, recommendations) Subscription system & payment gateway Advanced admin panel & analytics Multiple portfolios per user Advanced stock comparison (5 stocks, deep metrics) Notification & alert system Microservices architecture / high-scale infra Multi-API integrations / real-time streaming data Advanced UI/UX (interactive charts, premium dashboards) Marketing website (About, Contact, etc.) Multi-asset support (crypto, forex, commodities) Mobile applications (iOS/Android) Advanced security (VAPT, MFA, audit logs) 🔹 4. Suggested Tech Approach (Open for Vendor Input) Backend: Node.js / .NET (monolithic preferred for MVP) Frontend: React / Angular Database: PostgreSQL / SQL Server Hosting: AWS / Azure (basic setup) 👉 Vendor may propose alternatives optimized for speed & cost. 🔹 5. Expected Deliverables Fully functional web-based MVP Source code & deployment setup API integrations Basic UI/UX implementation Documentation (basic) 🔹 6. Estimation Request Please provide: Effort estimation (in days/weeks) Cost estimation (module-wise if possible) Team structure Timeline Any assumptions or dependencies 🔹 7. Key Notes MVP should prioritize speed, simplicity, and usability Avoid over-engineering (no microservices / heavy infra) System should be scalable in future, but not overbuilt initially Financial formulas for advanced analytics are not part of MVP