System Requirements Document for brazil-brooker

1. Introduction

The brazil-brooker project aims to create a professional and trustworthy investment brokerage website specifically designed for customers in Brazil. The platform will clearly explain its services, fees, risks, regulatory status, and customer-support channels, ensuring a professional and transparent user experience without promising guaranteed returns.

2. System Overview

The brazil-brooker website will serve as a modern Brazilian investment platform, providing comprehensive information on investment services, products, and regulatory compliance. It will be responsive across devices and prioritize security and transparency. The platform will cater to two primary personas: potential investors and authenticated clients, each with distinct access and interaction capabilities.

2a. Product Interpretation and Delivery Boundary

The website will be delivered as a secure, production-ready platform with a separate backend and database. It will integrate with legitimate brokerage and payment infrastructures before accepting real customer funds. The platform will not store sensitive information insecurely and will undergo legal and compliance reviews before launch. Access will be managed through application-owned identity for authenticated users, ensuring secure and role-restricted access to sensitive areas like the Investor Dashboard.

2b. Source Content Inventory

Not applicable as no content source directive was provided.

2c. Page Content and Component Coverage

Homepage

• Hero Section: Headline “Invista com informação, transparência e segurança.”
• Company Services: Brief explanation of investment services.
• Action Buttons: “Criar conta” and “Conhecer nossos investimentos.”
• Investment Categories: Stocks, ETFs, fixed-income products, and other supported products.
• Risk Disclaimer: Prominently displayed.

Investments

• Product Listings: Categories and detailed product information.
• Product Details: Name, description, minimum investment, fees, liquidity, risk level, expected returns, and disclaimers.

About Us

• Company Information: History, mission, values, management/team, and business contact.
• Operational Details: Explanation of operations and verified regulatory/licensing information.

Contact Page

• Contact Information: Official email, telephone/WhatsApp, business address, and Telegram support link.
• Support Details: Customer-service hours and complaint/support procedure.

Sign Up

• Registration Form: Full name, email, phone number, CPF (if required), password, terms and conditions acceptance, privacy policy acceptance, and KYC process initiation.

Login

• Authentication: Secure login for returning users.

Investor Dashboard

• Account Overview: Balance, portfolio value, investment positions, deposits, withdrawals, transaction history, fees, and risk information.
• Support Access: Secure customer-support channel.

Deposits & Withdrawals

• Process Information: Supported payment methods, deposit/withdrawal processes, processing times, fees, and verification requirements.

Support

• Customer Support: Secure access to support and guidance on Telegram channel usage.

Legal & Compliance Pages

• Terms of Use, Privacy Policy, Cookie Policy, Risk Disclosure, Investment Disclaimer, AML/KYC Information, Complaints/Ombudsman Procedure, Regulatory Information: Separate pages for each legal and compliance aspect.

3. Functional Requirements

• As a Visitante / potencial investidor, I should be able to explore the homepage and learn about the services, products, costs, risks, compliance, and contact channels, with the option to initiate registration. (explicit)
• As a Cliente investidor autenticado, I should be able to complete registration/KYC and access a dashboard with account balance, portfolio, positions, deposits, withdrawals, transaction history, applicable fees, risk information, and secure support. (explicit)
• As a Visitante / potencial investidor, I should be able to view detailed information about each investment product, including name, description, minimum investment, fees, liquidity, risk level, and expected returns, with appropriate disclaimers. (explicit)
• As a Cliente investidor autenticado, I should be able to securely deposit and withdraw funds, understanding the processes, fees, and verification requirements. (explicit)
• As a Visitante / potencial investidor, I should be able to contact the company via official channels and understand the support and complaint procedures. (explicit)

4. User Personas

• Visitante / potencial investidor: Explores the homepage and services, products, costs, risks, compliance, and contact channels, with the potential to initiate registration.
• Cliente investidor autenticado: Completes registration/KYC and accesses the dashboard with account balance, portfolio, positions, deposits, withdrawals, transaction history, applicable fees, risk information, and secure support.

5. Core User Flows

Visitante / potencial investidor

1. Access the Homepage.
2. Explore investment categories and services.
3. View detailed product information.
4. Initiate account registration if interested.

Cliente investidor autenticado

1. Log in to the platform.
2. Access the Investor Dashboard.
3. View account balance and portfolio.
4. Conduct deposits or withdrawals.
5. Access secure support if needed.

6. Visuals Colors and Theme

• Muse: Dieter Rams
• Palette: Background #F4F4F4, Surface #FFFFFF, Text #000000, Primary #FF6600, Accent #008000, Muted #DDDDDD.
• Typography: Headings IBM Plex Sans, Body Heebo.
• Shape Language: Modular grid, rounded-rectangle controls.
• Layout: Strict, modular grid.
• Imagery: Diagrammatic line art and product silhouettes.

7. Signature Design Concept

A composed hero section on the Homepage featuring a central diagrammatic illustration of investment categories, framed by a clean white surface and accented with the primary orange for CTAs. The design will emphasize clarity and order, aligning with the principles of Dieter Rams.

8. Interaction Model & Motion Direction

• Interaction Model: Static
• Motion Tempo: Restrained
• Hero Dimensionality: Flat
• Landing Hero Motion Brief: A composed hero with a central focus on a diagrammatic illustration of investment categories, using instant transitions to communicate mechanical precision.

9. Non-Functional Requirements

• Implement HTTPS, secure authentication, password hashing, multi-factor authentication, session protection, rate limiting, secure database architecture, audit logs, encryption for sensitive information, and protection against XSS, CSRF, SQL injection, and common web attacks. (explicit)

10. Tech Stack

• Frontend: React
• Backend: Python/FastAPI
• Database: PostgreSQL
• Deployment: Docker, Kubernetes (if required)

11. Assumptions and Constraints

• The platform will only use genuine and independently verified registration/license numbers.
• No promises of fixed or guaranteed investment returns.
• CPF collection only when legally necessary.
• Sensitive information will not be stored insecurely in the front-end.
• Demo data will be clearly identified and segregated during development.

12. Glossary

• CPF: Cadastro de Pessoas Físicas, a Brazilian individual taxpayer registry identification.
• KYC: Know Your Customer, a process of verifying the identity of clients.
• MFA: Multi-Factor Authentication, a security system that requires more than one method of authentication.