Daja

Desktop-first AI super app. Financial research workstation + portfolio tracking + AI assistant + sports, PDF, health. All local, all your keys, all yours.

Inspired by Bloomberg Terminal, Finviz, TradingView and Google Finance Beta. Built as a personal command center — not a generic dashboard.

Stack

• Electron + React 19 + TypeScript (strict, sandbox-enabled)
• Vite with lazy-loaded route modules + per-tab code splitting
• better-sqlite3 for local persistence; versioned migrations via PRAGMA user_version
• safeStorage (OS keychain) for API keys — never plaintext on disk
• Tailwind v4 + shadcn/ui primitives, Claude warm palette (light + dark + system)
• react-grid-layout draggable dashboards · lightweight-charts interactive charts
• cmdk command palette · Zustand state · @tanstack/react-query server state
• react-markdown + rehype-highlight for chat rendering
• Vitest unit tests (665+ passing) · @playwright/test E2E
• GitHub Actions CI — typecheck + tests on every push/PR

Features

Finance War Room (flagship)

• Home — Google-Finance-Beta-style overview: 5-region market index grid w/ sparklines (US, Europe, Asia, Crypto, Futures), SPDR sector heatmap, AI-generated market summary, earnings banner, draggable/resizable panels w/ persistence.
• Stock Detail (10 tabs, hotkeys 1–9) — lightweight-charts candlestick/area w/ 9 timeframes + volume, Finviz fundamentals grid, technicals gauge (8 MAs, RSI/MACD/Stoch/Williams/ATR, classic + Fibonacci pivots), full statements (income/balance/cashflow, annual + quarterly) via Yahoo fundamentals-timeseries, EPS est vs actual w/ surprise %, options chain near-ATM + IV + Black-Scholes Greeks (Δ, Θ/day) + P/C ratio, insider txns + 13F holders + 90d insider signal (bullish/bearish/mixed), news + SEC EDGAR 10-K/Q/8-K/Form 4 + AI digest, Reddit sentiment + Grok X scan, Monte Carlo + SMA crossover backtest. Break-even + P&L scenario calculator on Overview.
• Analyst tab (annual/quarterly toggle w/ TTM FCF) — DCF intrinsic value + margin of safety, Piotroski F-score (9-point financial strength breakdown), Altman Z-score (bankruptcy zone), ROIC (NOPAT / invested capital), Graham Number, FCF Yield, FCF Conversion, Sustainable Growth, Magic Formula Earnings Yield, Interest Coverage, 3y Revenue/Earnings CAGR.
• Portfolio — Avg-cost positions, equity curve vs SPY, risk dashboard (portfolio β, Sharpe, max drawdown, correlation matrix, concentration), tax lots (FIFO/LIFO/HIFO toggle) w/ ST/LT gain split, dividend tracker (rate, yield, YoC, annual income, payment sparkline), allocation bar, trade log + CSV export, watchlist bulk import.
• Strategy Builder — Natural-language → AI-parse → JSON rules. 6 templates (Buffett value, Lynch GARP, Dividend income, High-growth tech, Short-squeeze, Deep value). Every stock scored against your rules.
• Journal — Log entries w/ conviction (1–10), target/stop, tags, emotions. AI analyzer finds patterns across last 30 entries.
• Compare — Split-screen A vs B w/ winner-highlighted table across 11 fundamentals.
• Screener — 8 Yahoo preset screens w/ AI score-all button.
• Daily briefing — AI one-minute audio-ready summary w/ browser Speech Synthesis.
• Paper trading — $100k starting cash, orders fill at live price.
• Position Size Calculator — Fixed-fractional risk model (1% account = N shares given stop distance) w/ R:R + warnings.
• Watchlist — Drag-reorder, hover-preview card (sparkline + day/52w/vol/mcap), price flash animations, per-ticker alerts w/ ±5%/±10% quick picks.

Sibling modules

• Sports Hub — 12 leagues via ESPN API (NFL/NBA/MLB/NHL/CFB/CBB/MLS/EPL/La Liga/WNBA/F1/UFC), live scoreboard (60s refresh), standings, YouTube embed.
• PDF Toolkit — Merge (reorderable), split (named ranges), info via pdf-lib + native dialogs.
• Health Tracker — Symptom logger, vitals, meds, 5-chart timeline, AI health advisor.
• AI Assistant — Chat w/ per-module provider preferences, conversation history, meeting notes (Web Speech API transcription + AI summarize).

Cross-cutting

• 5 AI providers — Anthropic / OpenAI / Gemini / xAI Grok / Perplexity — streaming via unified AIProvider interface with 429 backoff + Retry-After parsing + model fallback chains per provider. Context injector embeds strategies + portfolio + journal in every prompt.
• Settings — Four-section IA: API keys (encrypted vault, per-provider format validation), Providers (module → provider mapping), Appearance (Light/Dark/System theme), Data (Backup + restore as signed JSON manifests).
• Command palette (⌘K) — Type a ticker → "Open stock detail" + "Add to watchlist". Tools: theme flip, focus mode, always-on-top, reload, export CSV, daily briefing.
• Keyboard nav — j/k through watchlist · g-chords (gf home, gp portfolio, gr strategies, gj journal, gc compare, gn screener, gb briefing, gs settings, ga assistant, gh health, go sports, gd PDF) · 1–9 detail tabs · ? cheatsheet.
• Application menu — Full platform-aware menu bar (macOS app menu, File / Edit / View / Window / Help) with Cmd+K palette, Cmd+H Launchpad, Cmd+, Settings.
• Status bar — Market status (open/pre/post/closed NY time), online/offline, IPC ping ms, configured key counts, active provider, clock.
• Single-instance lock — Second launch focuses existing window instead of fighting over the SQLite handle.
• Window state persistence — Bounds + maximized survive restart; disconnected-monitor fallback.
• Focus mode — Hide topbar + rail + status bar.
• Always-on-top via Electron IPC.

Run

pnpm install
pnpm dev          # Electron + Vite HMR
pnpm build        # production bundle
pnpm test         # Vitest — 665+ unit tests
pnpm test:e2e     # Playwright — smoke + extended

First run: launch from Launchpad → Quick setup → paste one AI provider key. That key auto-wires all 5 modules. Yahoo market data needs no key.

Device migration: Settings → Data → Export backup produces a JSON file with your DB + prefs. Restore on the new machine via the same panel (API keys are per-machine by design and must be re-entered).

Privacy & security

• Everything local. No telemetry. No accounts.
• API keys encrypted via OS keychain (safeStorage) — never in repo, never in plaintext disk. Per-provider format validation catches common paste errors.
• SQLite at app.getPath('userData')/daja.db — WAL mode, FK enforced, migration-versioned.
• Context isolation + sandbox + webSecurity enabled, Node integration disabled.
• Renderer CSP enforces connect-src 'self' — all external HTTP routed through main process IPC.
• shell.openExternal + setWindowOpenHandler allowlist http/https/mailto only.
• All IPC typed + zod-validated at the boundary; dbIpc allowlist derived from typed repos object (no string drift).

See SECURITY.md for vulnerability reporting.

Architecture

src/main/           Electron main — DB, keyvault, AI router, IPC, backup
  db/               schema.ts, client.ts, migrations.ts (user_version-tracked), repos/*
  ai/               provider router, streaming providers (anthropic/openai/gemini/grok/perplexity),
                    prompts.ts (17 role-specific system prompts), types.ts (retry/backoff)
  services/         keyVault, jsonStore (atomic write-and-rename), backup, finance/*
  ipc/              zod-validated handlers: keyVault, db, ai, finance, sports, pdf, system
src/preload/        Typed bridge (window.daja.*) — sandbox-safe
src/shared/         IPC channel constants + canonical types (e.g., Fundamentals)
src/renderer/       React app (lazy-loaded modules)
  shell/            Topbar, rail, cmdk palette, status bar, LaunchpadHome, ModuleSwitcher
  modules/          finance (home/detail/portfolio/strategy/journal/compare/screener/briefing/paper/risk)
                    sports, pdf-tools, health, assistant, settings
  hooks/            react-query wrappers over IPC (market-aware refetch cadence)
  lib/              pure utils: format, csv (round-trip), indicators*, riskMetrics, ivSkew,
                    shortSqueeze, performanceAttribution, blackScholes, maxPain, earningsReaction,
                    entrySignals, exitSignals, pivots, fearGreed, rollingBeta, taxLossHarvest,
                    copy (microcopy constants + friendlyError), timing (named constants)
  shared/           ErrorBoundary (panel/compact modes), EmptyState, ConfirmDialog, Tooltip,
                    PageHeader, Card
  stores/           uiStore, recentTickersStore, technicalsRangeStore (zustand + persist)
  styles/           globals.css (focus-visible ring, prefers-reduced-motion, launchpad tokens)

Contributing

Local dev + conventions + DB migration pattern + IPC boundary rules: CONTRIBUTING.md.

License

Personal use.

Repo: ayaangazali/Daja