🏛️ StatsifyFinance

🚀 StatsifyFinance is a comprehensive full-stack financial analysis platform that integrates artificial intelligence, visualization analysis, and educational resources. It provides comprehensive financial tools and learning resources for beginners and professional investors.

✨ Core Features

🤖 Intelligent AI Assistant

• Multimodal Analysis: Supports intelligent analysis of text and image screenshots
• Real-time Conversation: Streaming responses based on DeepSeek API
• Professional Domain: Focused on financial analysis and investment consulting
• Multilingual Support: Intelligent switching between Chinese and English
• Chat History: User conversation record saving and management

📊 Analysis Tools Center

• Quantitative Analysis: Profitability, liquidity, solvency, operational efficiency, growth capability, valuation level
• Qualitative Analysis: Assessment of non-financial factors such as management quality, brand value, and market competitiveness
• Screenshot Analysis: Intelligent recognition of financial charts and data with professional interpretation
• Text Analysis: DeepSeek-powered analysis of selected financial text

📈 Strategy Research Center

• Trading Strategies: Detailed quantitative trading methodologies and practical cases
• Investor Profiles: Investment philosophies and strategy analysis of famous investors
• Risk Management: Systematic risk control methods and industry risk assessment
• Industry Classification: In-depth analysis of 14 major industries

📚 Knowledge Resource Library

• Financial Encyclopedia: Quantitative investment knowledge system with mathematical formula rendering support
• Terminology Dictionary: Detailed explanations and case studies of financial professional terms
• Market Articles: Bilingual financial articles managed in MongoDB
• Site-wide Search: Title-based retrieval across the content library

🛠️ Technical Architecture

Frontend Technology Stack

# Core Framework
Next.js 15.5.21          # React full-stack framework
TypeScript 5.0           # Type system
Tailwind CSS 3.4.1      # Atomic CSS framework

# UI Component Library
Ant Design 5.22.1       # Enterprise-grade UI components
@ant-design/icons        # Icon library
react-icons 5.2.1        # Supplementary icons

# Data Visualization
ECharts 5.5.1           # Chart library
Swiper 12.2.0           # Carousel component

# Content Rendering
@wangeditor/editor       # Rich text editor
react-markdown 9.0.1     # Markdown rendering
rehype-katex 7.0.1       # Mathematical formula rendering
react-syntax-highlighter # Code highlighting

# Feature Enhancement
html2canvas 1.4.1        # Screenshot functionality
next-intl 3.26.2         # Internationalization
next-auth 4.24.15        # Authentication

Backend Technology Stack

# Database
MongoDB                  # Document database
Mongoose 8.24.1          # ODM object modeling

# AI Services
DeepSeek API             # Large language model
Baidu OCR REST API       # Baidu AI platform (OCR)
# Observability
@vercel/analytics        # Privacy-friendly web analytics
@vercel/speed-insights   # Web performance metrics

Project Structure

├── app/                     # Next.js App Router
│   ├── [locale]/           # Internationalization routes
│   │   ├── analysis/       # Analysis tool pages
│   │   ├── strategy/       # Strategy center pages
│   │   ├── wiki/          # Financial encyclopedia pages
│   │   ├── articles/      # News article pages
│   │   └── admin/         # Admin backend pages
│   ├── api/               # API routes
│   │   ├── chat/          # AI conversation interface
│   │   ├── analyze-image/ # Image analysis interface
│   │   ├── analyze-text/  # Text analysis interface
│   │   └── admin/         # Management interface
│   └── globals.css        # Global styles
├── components/            # Common components
│   ├── aiChat.tsx        # AI chat component
│   ├── ScreenCapture.tsx # Screenshot functionality component
│   ├── topbar.tsx        # Top navigation
│   └── footer.tsx        # Footer component
├── models/               # Data models
│   ├── user.ts          # User model
│   ├── chat.ts          # Chat record model
│   ├── articles.ts      # Article model
│   └── wiki-articles.ts # Encyclopedia article model
├── libs/                # Utility libraries
│   └── mongodb.ts       # Database connection
├── i18n/                # Internationalization configuration
│   ├── locales.ts       # Language configuration
│   └── navigation.ts    # Route configuration
├── messages/            # Multilingual files
│   ├── zh.json         # Chinese
│   └── en.json         # English
└── middleware.ts        # Middleware configuration

🚀 Quick Start

Environment Requirements

• Node.js >= 20.9.0
• pnpm >= 8.0.0 (recommended)
• MongoDB >= 6.0

Install Dependencies

# Clone the project
git clone https://github.com/LQ458/StatsifyFinance.git
cd StatsifyFinance

# Install dependencies (recommended using pnpm)
pnpm install

# Or use npm
npm install

# Or use yarn
yarn install

Environment Configuration

# Copy environment variables file
cp .env.example .env.local

# Configure environment variables
MONGODB_URI=mongodb://localhost:27017/statsify
AUTH_SECRET=replace-with-a-long-random-secret
NEXTAUTH_URL=http://localhost:8810

# AI service configuration
DEEPSEEK_ALT_BASE_URL=https://api.deepseek.com/v1/chat/completions
DEEPSEEK_ALT_API_KEY=your-deepseek-alt-api-key
DEEPSEEK_ALT_MODEL=deepseek-ai/DeepSeek-V3

# Baidu AI configuration (OCR functionality)
BAIDU_API_KEY=your-baidu-api-key
BAIDU_SECRET_KEY=your-baidu-secret-key

Start the Project

# Development mode
pnpm dev          # Start at http://localhost:8810
npm run dev
yarn dev

# Production build
pnpm build        # Build production version
npm run build
yarn build

# Production start
pnpm start        # Start production server
npm start
yarn start

Development Tools

# Code formatting
pnpm format       # Format code using Prettier
npm run format

# Code linting
pnpm lint         # ESLint code checking
npm run lint

# Automated tests
pnpm test
npm test

# Privacy-safe aggregate usage report
pnpm metrics:usage

# Plaintext-password cleanup (dry run by default)
pnpm migration:remove-original-password

📋 Feature Details

🤖 AI Intelligent Assistant

• Intelligent Conversation: Supports professional Q&A in the financial domain
• Screenshot Analysis: Real-time screenshot and AI interpretation of chart data
• Text Analysis: Direct analysis of selected financial text
• Multilingual: Automatic detection and adaptation of Chinese/English responses
• Streaming Response: Real-time typewriter effect display
• History Records: Conversation history saving for logged-in users

📊 Data Analysis Tools

• Quantitative Indicators: In-depth analysis of 6 major categories of financial indicators
• Qualitative Assessment: Comprehensive evaluation of enterprise soft power
• Visualization Charts: Dynamic chart display with ECharts
• Data Export: Support for analysis result export

📈 Investment Strategy Research

• Strategy Library: Detailed explanations of classic investment strategies
• Case Analysis: In-depth interpretation of practical cases
• Risk Assessment: Multi-dimensional risk control models
• Investor Profiles: Strategy research of renowned investors

📚 Knowledge Management System

• Classification System: Structured knowledge classification management
• Search Engine: Title matching across bilingual content
• Formula Rendering: LaTeX mathematical formula support

🌐 Internationalization Support

The project supports bilingual Chinese and English:

• Route hierarchy: /zh/... and /en/...
• Interface language: Automatic detection of user preferences
• Content localization: Bilingual versions of articles and terms
• AI responses: Intelligent language adaptation

🔐 User System

Authentication Methods

• NextAuth.js integration
• Username and password login support
• Guest mode with limited conversation count
• Administrator permission system

Permission Management

• Guest Users: Limited AI conversation count (3 times)
• Registered Users: Unlimited conversations + history records
• Administrators: User and content management

🎯 Featured Functions

📸 Intelligent Screenshot Analysis

// Screenshot functionality implementation
import ScreenCapture from "@/components/ScreenCapture";

<ScreenCapture
  onCapture={handleImageAnalysis}
  isSelecting={isScreenshotting}
  onQuestionSelected={() => setIsOpen(true)}
/>;

🧮 Mathematical Formula Rendering

Supports LaTeX syntax:
$$\text{ROE} = \frac{\text{Net Income}}{\text{Shareholders' Equity}} \times 100\%$$

📦 Deployment Guide

Vercel Deployment

# Connect to Vercel
npx vercel

# Configure environment variables
vercel env add MONGODB_URI
vercel env add AUTH_SECRET
vercel env add DEEPSEEK_ALT_API_KEY
# ... other environment variables

Before executing the credential cleanup against production, create a database backup, run the default dry run, and review its count-only output. Execution requires both MIGRATION_BACKUP_CONFIRMED=true and MIGRATION_CONFIRM=unset-original-password, followed by pnpm migration:remove-original-password -- --execute.

🤝 Contributing Guide

We welcome all forms of contributions!

Development Workflow

# 1. Fork the project
# 2. Create feature branch
git checkout -b feature/amazing-feature

# 3. Commit changes
git commit -m 'Add amazing feature'

# 4. Push branch
git push origin feature/amazing-feature

# 5. Create Pull Request

Contribution Types

• 🐛 Bug fixes
• ✨ New feature development
• 📝 Documentation improvements
• 🎨 UI/UX optimization
• 🔧 Performance optimization
• 🌐 Multilingual translation

📄 Open Source License

This project is licensed under the Apache-2.0 open source license.

🙏 Acknowledgments

Thanks to the following open source projects for their support:

• Next.js - React full-stack framework
• Ant Design - Enterprise-grade UI component library
• MongoDB - Document database
• DeepSeek - AI large language model
• Tailwind CSS - Atomic CSS framework

📞 Contact Information

• Project Repository: https://github.com/LQ458/StatsifyFinance
• Issue Feedback: Issues
• Discussion Forum: Discussions

📖 中文文档 | 🌐 Website

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