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pacama95/README.md

Hi, I'm Pablo 👋

I'm a Software Engineer focused on backend development, distributed systems and software architecture. Most of my experience comes from fintech environments, where I have worked on scalable services, financial products, onboarding flows, PSD2-related initiatives and backend platforms.

I enjoy building systems that combine strong engineering foundations with practical product value: clean APIs, reliable data models, event-driven thinking, cloud-native services and increasingly, AI-powered workflows.

Portfolio Assistant System

AI-assisted investment portfolio platform built as a microservices ecosystem.

The system combines backend services, financial data ingestion, AI agents and a frontend dashboard to manage and analyze an investment portfolio.

Important: This is a work in progress. Don't expect anything useful or fully functional yet.

Frontend

  • portfolio_assistant_front_end
    React + TypeScript dashboard for portfolio visualization and interaction.
    The frontend acts as the main entry point and consumes the portfolio, transactions, suggestions, logo, AI summary and financial news APIs.

Core backend services

  • transactions-api
    Transaction-focused backend service. User transaction operations are sent here from the frontend, and those transactions act as the source of portfolio events.

  • portfolio-api
    Main portfolio API built with Java 21, Quarkus, PostgreSQL and MCP support.
    It consumes transaction events to build and expose the current portfolio positions and state.

Supporting APIs

  • suggestions_api
    Stock and financial instrument suggestion API with market data integration. Called directly from the frontend.

  • logo_api
    Supporting service for stock/company logos. Called directly from the frontend.

AI and data layer

  • portfolio_summary_assistant
    Multi-agent portfolio analysis service using LangGraph, LangChain, FastAPI, SSE streaming and MCP tools. Called directly from the frontend to generate portfolio insights and summaries.

  • financial-data-feed
    Financial news RAG system with RSS/API ingestion, hybrid search, Qdrant, Redis and MCP integration. Called directly from the frontend to provide portfolio-related news and market context.

Architecture overview

A slightly cleaner diagram avoiding the duplicated visual edge to `transactions-api`:

```text
+-------------------------------+
| portfolio_assistant_front_end  |
| React + TypeScript dashboard   |
+---------------+---------------+
                |
                +------------------> transactions-api
                |                         |
                |                         | feeds portfolio events
                |                         v
                +------------------> portfolio-api
                |
                +------------------> suggestions_api
                |
                +------------------> logo_api
                |
                +------------------> portfolio_summary_assistant
                |
                +------------------> financial-data-feed

Pinned Loading

  1. logo_api logo_api Public

    API to get the logo for a given ticker

    Java 1

  2. portfolio_assistant_api portfolio_assistant_api Public

    This is the backend for my portfolio assistant

    Java 1

  3. suggestions_api suggestions_api Public

    Suggestions API for my portfolio management assistant APP

    Java 1

  4. transactions-api transactions-api Public

    Transactions API - Part of Portfolio Management APP

    Java 1

  5. financial-data-feed financial-data-feed Public

    Financial data feed RAG system with MCP server for streameable HTTP

    Python

  6. portfolio_summary_assistant portfolio_summary_assistant Public

    Portfolio Summary Assistant - AI Agent to generate portfolio insights.

    Python