project-d0e8a005 System Requirements Document

Introduction

This document outlines the system requirements for "project-d0e8a005," an AI-powered investment application designed to provide personalized action plans based on user risk profiles. The application will also facilitate tracking of net worth and personal goals, offering users a comprehensive tool for managing their investments and financial objectives.

System Overview

The "project-d0e8a005" application aims to empower users by providing tailored investment strategies and action plans. By leveraging AI, the app will analyze user inputs such as risk profiles, live events, investment horizons, existing investments, insurance, and debts to generate actionable insights. The application will also enable users to track their net worth and personal financial goals over time.

Functional Requirements as Story Points

• As a User, I should be able to input my risk profile to receive personalized investment action plans.
• As a User, I should be able to input live events that may affect my investment strategy.
• As a User, I should be able to specify my investment horizon to tailor my action plan.
• As a User, I should be able to input details of my existing investments, insurance, and debts for a comprehensive analysis.
• As a User, I should be able to receive an action plan with timelines for the first month, three months, six months, and one year.
• As a User, I should be able to track my net worth over time.
• As a User, I should be able to set and track personal financial goals.

User Personas

• Investor: A user who actively manages their investments and seeks personalized advice to optimize their portfolio.
• Financial Planner: A user who uses the app to assist clients in managing their investments and financial goals.

Core User Flows

• Investor inputs risk profile -> App generates personalized action plan -> Investor reviews and implements plan -> Investor tracks net worth and goals.
• Financial Planner inputs client data -> App generates action plan -> Planner reviews with client -> Client tracks progress and adjusts as needed.

Visuals Colors and Theme

• primary: #1E3A8A (Deep Blue)
• primary_light: #3B82F6 (Light Blue)
• secondary: #F59E0B (Amber)
• accent: #EF4444 (Red)
• highlight: #FBBF24 (Gold)
• bg: #F3F4F6 (Light Gray)
• surface: rgba(255, 255, 255, 0.8) (White)
• text: #111827 (Dark Gray)
• text_muted: #6B7280 (Muted Gray)
• border: rgba(209, 213, 219, 0.2) (Light Gray)

Signature Design Concept

Interactive Financial Journey Map

The homepage will feature an interactive financial journey map that visually represents the user's investment path. Users can click on different milestones (e.g., risk assessment, investment horizon, action plan) to reveal detailed insights and recommendations. The map will animate transitions between stages using motion/react for smooth, engaging interactions. Hovering over elements will provide additional information, and users can drag to explore different sections of their financial journey.

LANDING HERO MOTION BRIEF

The landing hero will depict a dynamic illustration of a financial landscape. Inputs such as risk profiles and investment horizons will animate into a central investment strategy hub, transforming into a clear action plan. This 10-second loop will use motion/react to show the transformation from input to actionable insights, emphasizing the app's ability to turn data into strategy. The animation will pause attractively, with clear CTAs and unobstructed copy.

Interaction Model & Motion Direction

• Intended Interaction Model: Animated
  • The landing page will feature moderate scroll-triggered reveals and hover transitions. Interactive elements will have spring physics for a polished user experience.
• Internal Pages: Static
  • Focus on layout clarity with minimal motion for dashboards and settings.

Non-Functional Requirements

• The application must be responsive and accessible across various devices and screen sizes.
• Data security and user privacy must be ensured, adhering to relevant regulations.
• The system should support high availability and scalability to accommodate a growing user base.

Tech Stack

• Frontend: React for Web
• Backend: Python, FastAPI
• Database: MySQL or MariaDB
• AI Models: GPT 5.4 for user-friendly responses
• AI Tools: Litellm for LLM Routing, Langchain
• Local Orchestration: Docker, docker-compose
• Server-side Orchestration: Kubernetes

Assumptions and Constraints

• The application will primarily target users in Ireland, considering local financial regulations and currency (Euro).
• The app will require internet connectivity to function effectively.
• Users are assumed to have a basic understanding of investment principles.

Glossary

• Risk Profile: An assessment of an individual's willingness and ability to take risks.
• Investment Horizon: The time period a user plans to hold an investment before taking the money out.
• Net Worth: The total assets minus total liabilities of an individual.
• Action Plan: A detailed plan outlining actions needed to reach one or more goals.

This document provides a comprehensive overview of the requirements and design for "project-d0e8a005," ensuring a user-centric approach to investment management.