Nexa Port is an advanced AI-powered Portfolio Management system designed to revolutionize your portfolio management experience through sophisticated analysis and intelligent recommendations.
- Portfolio Analysis: Comprehensive analysis of your portfolio's performance, risk metrics, and returns using advanced AI algorithms
- Investment Strategy: AI-driven investment recommendations based on market trends, risk tolerance, and investment goals
- Real-time Monitoring: Continuous tracking of portfolio performance with instant alerts and updates
- Risk Assessment: Advanced risk metrics including Sharpe ratio, Sortino ratio, and maximum drawdown analysis
- AI Integration: Leverages GPT-4 and custom ML models for portfolio analysis
- Security: Enhanced security features with optional local model processing
- Data Visualization: Interactive charts and graphs powered by Recharts
- Responsive Design: Full mobile and desktop compatibility
- Docker and Docker Compose installed
- Node.js 18+ for local development
- Python 3.9+ for backend services
- Ollama (required for security mode)
When using security mode, Ollama needs to be installed and configured:
macOS:
- Download from Ollama's official website
Linux:
curl -fsSL https://ollama.com/install.sh | shWindows:
- Download from Ollama's official website
- Start Ollama service:
ollama serve- Pull required models:
ollama pull llama3.2- Clone the repository:
git clone https://github.com/yourusername/nexa-port.git
cd nexa-port- Set up environment variables:
cp .env.example .env
# Edit .env with your configuration- Build and start services:
docker-compose up -d- Frontend: http://localhost:3000
- Backend API: http://localhost:8080
- Access the web interface at http://localhost:3000
- Upload your portfolio CSV file with the required format
- Select your investment strategy and preferences
- Review the AI-generated analysis and recommendations
MIT License - see LICENSE file for details