Overview
investstockss is a sophisticated, production-ready AI-powered stock market and cryptocurrency investment platform built for modern investors. Powered by Next.js 15 (App Router), MongoDB, and Google Gemini AI, it delivers real-time market data, intelligent predictions, portfolio management, paper trading, and a conversational AI assistant — all in one polished, mobile-responsive SaaS application. Whether you’re building a retail investment tool, a fintech SaaS startup, or an internal trading desk portal, investstockss gives you an enterprise-grade foundation out of the box.
⚠️ Important: External API Costs Disclaimer
Please note that this application relies on external third-party services which may incur costs based on your usage.
-
Google Gemini API — Required for AI Chat, AI Predictions, and the AI Stock Screener. Pricing is usage-based. A free tier is available via Google AI Studio.
-
Finnhub API — Required for real-time stock quotes, candle data, and market news. Free tier available with rate limits. See Finnhub pricing.
-
Alpha Vantage API — Required for news sentiment analysis. Free tier available. See Alpha Vantage pricing.
-
CoinGecko API — Required for cryptocurrency market data. Free tier available for development. See CoinGecko pricing.
-
Stripe — Required for subscription billing. Standard transaction fees apply. See Stripe pricing.
-
MongoDB — Database hosting. MongoDB Atlas provides a free tier for development and small projects.
-
Email (SMTP/Nodemailer) — Required for alert notifications and transactional emails. Supports Gmail, SendGrid, or any SMTP provider.
The purchase price of this application covers the source code only. You are responsible for configuring and maintaining these external service accounts.
Core Modules & Features
Real-Time Market Dashboard
-
Live Stock Quotes: Real-time price data, daily change, volume, and performance metrics powered by Finnhub.
-
Watchlist Management: Add and track your favorite stocks with persistent, per-user watchlists.
-
Market News Feed: Dynamic news fetched live from Finnhub — no hardcoded data.
-
Portfolio Overview: Instant summary of holdings, total value, P&L, and position breakdown.
-
Fear & Greed Index: Visual sentiment gauge updated in real time.
AI-Powered Features (Google Gemini)
-
AI Investment Chat: A context-aware conversational assistant powered by Google Gemini 2.0 Flash. Ask questions about any stock, cryptocurrency, or market trend and receive intelligent, data-grounded answers.
-
AI Market Predictions: Generates bullish/bearish/neutral predictions with confidence scores by combining technical indicators (RSI, MACD, Bollinger Bands), sentiment scores, and Google Gemini reasoning.
-
AI Stock Screener: Type natural language queries like “profitable tech stocks with low P/E” — Gemini parses the intent, extracts structured filters, and returns a deterministic, sorted results set.
-
Top Picks: Automated AI-generated top investment picks updated daily with grade ratings (A+ to F).
Stock Market
-
Stock Explorer: Browse thousands of US-listed stocks with real-time quotes, charts, and company profiles.
-
Interactive Charts: TradingView-powered candlestick and line charts with multiple timeframe support.
-
Batch Quotes: Efficient parallel price fetching for dashboards and portfolio pages.
-
Earnings Calendar: Upcoming and historical earnings events per ticker.
-
Sentiment Analysis: Per-symbol news sentiment scoring via Alpha Vantage.
Cryptocurrency Market
-
Full Crypto Market Overview: Live prices, market cap rankings, volume, and 24h change for thousands of coins via CoinGecko.
-
Individual Coin Pages: Detailed coin profiles with price history charts, market stats, and sanitized descriptions.
-
Crypto Categories: Browse DeFi, NFT, Stablecoins, Meme Coins, and more.
-
Market Heatmap: Visual market performance heatmap.
-
Trending Coins: CoinGecko trending coins updated live.
-
Top Gainers & Losers: Sorted 24h performance leaders and laggards.
Portfolio Management
-
Multi-Asset Portfolio: Track both stock and crypto holdings in one unified view.
-
Real-Time P&L: Live unrealized gain/loss calculations refreshed automatically.
-
Portfolio Analytics: Allocation breakdowns, sector exposure, and performance history.
-
Import/Export: CSV import for trades and CSV/JSON export for portfolio and watchlist data.
Paper Trading Simulator
-
$100,000 Virtual Account: Practice investing risk-free with a realistic paper trading environment.
-
Buy & Sell Stocks and Crypto: Execute trades at real market prices with instant portfolio updates.
-
Performance Analytics: Win rate, best/worst trades, total return, and trade history.
-
Full Transaction History: Filterable transaction log with asset type and direction filters.
Smart Alerts
-
Price Alerts: Set alerts for price above, price below, percent change, or volume spikes.
-
In-App Notifications: Real-time notification bell with unread count badge.
-
Email Notifications: Automatic email alerts via SMTP when conditions are triggered.
-
Multi-Asset Support: Alerts for both stocks and cryptocurrencies.
Community Predictions
-
User Predictions: Community members can submit bullish/bearish predictions on any symbol.
-
Accuracy Tracking: Automated resolution pipeline resolves expired predictions against real market prices and calculates accuracy scores.
-
Leaderboard: Top predictors ranked by accuracy percentage.
Trade Copier
-
Master & Follower System: Become a master trader and let followers automatically mirror your trades.
-
MT4/MT5 Connector Support: Designed to work with MetaTrader webhook integrations.
-
Trade History & Stats: Full trade audit trail for both masters and followers.
Trade Ideas
-
AI Recommendations: Gemini-generated trade ideas based on current market conditions.
-
Technical Signals: Aggregated technical indicator signals with buy/sell/hold summaries.
-
Trending Assets: Most-discussed tickers from news and community activity.
Admin Panel
-
User Management: View, search, edit, and delete users with full CRUD operations.
-
Subscription Management: Manage user plans and override billing status.
-
Plan Configuration: Set limits (predictions, screener uses, etc.) per subscription tier.
-
Site Settings: Configure platform name, logo, and global settings from the admin panel.
-
Analytics Dashboard: Platform-wide usage statistics and API consumption metrics.
-
Audit Logs: Complete immutable audit trail of all admin actions.
-
Feature Flags: Enable or disable features per plan without code changes.
-
Demo / Read-Only Mode: Lock admin panel in read-only mode for CodeCanyon demo usage.
Subscription System (Stripe)
-
Multi-Tier Plans: Free, Pro, and Enterprise plans with configurable feature limits.
-
Stripe Checkout: Seamless, PCI-compliant payment flow.
-
Customer Portal: Users can manage, upgrade, or cancel subscriptions directly.
-
Webhook Handling: Automatic plan sync on Stripe subscription events.
Technical Specifications
Technology Stack
-
Framework: Next.js 15 (App Router, React Server Components)
-
Language: TypeScript (strict mode)
-
Database: MongoDB (with Mongoose)
-
Styling: Tailwind CSS + shadcn/ui components
-
Charts: TradingView Widgets + Recharts
-
AI: Google Gemini via Vercel AI SDK (ai + @ai-sdk/google)
-
Payments: Stripe (Subscriptions + Webhooks)
-
Email: Nodemailer (SMTP)
-
Authentication: JWT + secure cookie-based sessions
API Integrations
-
Google Gemini API — AI Chat, Predictions, and Screener
-
Finnhub API — Real-time stock quotes, candles, earnings, news
-
Alpha Vantage API — News sentiment analysis
-
CoinGecko API — Cryptocurrency market data (free tier supported)
-
Stripe API — Subscription billing and webhooks
-
elbstream.com — 400,000+ company stock logos (no API key required)
System Requirements
- Node.js 18.x or higher (20+ recommended)
- MongoDB Atlas account (free tier available)
- Google Gemini API key (free tier available via Google AI Studio)
- Finnhub API key (free tier available)
- Alpha Vantage API key (free tier available)
- Stripe account (for subscription billing)
- SMTP credentials (for email notifications)
Installation and Setup
The package includes a comprehensive documentation portal to help you get started quickly.
-
Step-by-Step Installation: Guides for local development and deployment to Vercel or any Node.js host.
-
Environment Configuration: A fully documented
.env.example file listing every required API key with descriptions.
-
Service Setup: Dedicated setup instructions for MongoDB Atlas, Finnhub, Google Gemini, CoinGecko, Stripe, and SMTP.
-
Admin Seeding: Included scripts to promote the first user to admin with a single command.
-
Demo Mode: One-line config to enable read-only demo mode for CodeCanyon previews.
What’s Included
-
Full Source Code: 100% accessible, well-structured TypeScript source — no obfuscation.
-
Documentation: Comprehensive guides for setup, configuration, and customization.
-
Deployment Ready: Pre-configured for zero-downtime deployment to Vercel with environment variable support.
-
Admin Scripts: Utility scripts for user management and database seeding.
-
Future Updates: Free updates for bug fixes and Next.js compatibility improvements.
Support
We are committed to your success. If you encounter any issues or have questions, please refer to the included documentation or reach out via: