💰 Algo Asset Allocation Bot

End-to-End Asset Allocation Platform with FastAPI + React (TypeScript)

This project is a full-stack quantitative asset allocation system that combines:

• 📈 Python-based portfolio & momentum backtesting
• ⚙️ FastAPI backend API
• 🖥️ React + TypeScript frontend
• 🚦 Rate-limited endpoints
• 📤 CSV export for results
• 📊 Extensible architecture for future models

The system allows users to run asset allocation strategies via a REST API and visualize results through a modern web UI.

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🧠 Core Concepts

• Momentum-based asset allocation
• Moving-average crossover strategies
• Portfolio performance metrics (Sharpe, volatility)
• Separation of quant logic from API and UI

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✨ Features

🔧 Backend (FastAPI)

• REST API for running allocation/backtests
• Modular Python architecture
• Rate-limited endpoints (API abuse protection)
• CSV export of transactions & portfolio results
• Clean request/response schemas (Pydantic)

Database integration (PostgreSQL) with docker compose

📊 Database SchemaThe application uses PostgreSQL to persist backtest results. The schema is automatically managed by SQLAlchemy.

📊 Database Records Example

id	symbol	sharpe	volatility	final_value	created_at
1	GOOGL	2.37	0.251	$178,033.04	2026-01-07 10:00:00
2	NVDA	1.04	0.228	$125,781.71	2026-01-07 10:05:30
3	MSFT	0.56	0.120	$108,203.76	2026-01-07 10:10:15

Getting Started

1. Environment SetupCreate a .env file in the root directory.

2. Code snippetDATABASE_URL

postgresql://postgres:postgres@db:5432/postgres

3. Run with DockerThis will launch the Postgres database, the FastAPI backend, and the React frontend simultaneously:

docker-compose up --build 

🖥️ Frontend (React + TypeScript)

• Modern Vite-based React app
• Component-based UI (Header, Footer, Pages)
• API service abstraction
• Extensible for charts & dashboards
• Clean separation of concerns
• Recharts to visualize backtest

📊 Quant Engine

• Historical price data via yfinance

• Momentum strategy with:

  • Short/long moving averages
  • Market regime filter (ACWI)

• Backtest engine with:

  • Transaction tracking
  • Sharpe ratio
  • Volatility

• CSV export for offline analysis

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🏗️ Project Structure

algoallocationbot/
│
├── backend/
│   ├── app/
│   │   ├── main.py            # FastAPI entry point
│   │   ├── assetbot.py        # Core backtest & allocation logic
│   │   ├── schemas.py         # Request/response models
│   │   ├── rate_limit.py      # API rate limiting
|   |   |── database.py        # database
|   |   |── models.py          # for database models 
│   │   └── __init__.py
│   └── requirements.txt
│
├── frontend/
│   └── asset-ui/
│       ├── src/
│       │   ├── components/    # Header, Footer, UI components
│       │   ├── pages/         # Home, future views
│       │   ├── services/      # API calls
│       │   ├── App.tsx
│       │   └── main.tsx
│       └── package.json
│
├── README.md
|── docker-compose.yml         #postgres database in docker
└── .gitignore

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🛠️ Tech Stack

Backend

• Python 3.9+
• FastAPI
• Pydantic
• yfinance
• pandas / numpy
• Uvicorn

Frontend

• React
• TypeScript
• Vite
• Axios / Fetch API

Data

• Yahoo Finance (market data)
• CSV exports
• PostgreSQL

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🚀 Getting Started

1️⃣ Clone the Repository

git clone https://github.com/your-username/algoallocationbot.git
cd algoallocationbot

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⚙️ Backend Setup (FastAPI)

cd backend
python -m venv venv
source venv/bin/activate   # Windows: venv\Scripts\activate
pip install -r requirements.txt

Start the API:

uvicorn app.main:app --reload

API docs available at:

http://localhost:8000/docs

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🖥️ Frontend Setup (React + TypeScript)

cd frontend/asset-ui
npm install
npm run dev

Frontend runs at:

http://localhost:5173

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📈 Charts Overview

This project uses Recharts to visualize historical stock prices and backtest results.Recharts is a React-based charting library built on SVG. It is lightweight, composable, and works well with responsive dashboards.

<ResponsiveContainer width="100%" aspect={3}>
  <LineChart data={data}>
    <Line dataKey="price" />
  </LineChart>
</ResponsiveContainer>

🔌 API Overview

POST /allocate

Runs an asset allocation/backtest.

Request

{
  "symbol": "AAPL",
  "initial_money": 100000
}

Response

{
  "symbol": "AAPL",
  "sharpe": 1.42,
  "volatility": 0.18,
  "final_account_value": 132450,
  "transactions": {...}
}

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📤 CSV Export

• Portfolio transactions can be exported as CSV

• Useful for:

  • Excel analysis
  • Research notebooks
  • Auditing strategies

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🚦 Rate Limiting

• API endpoints are rate-limited
• Prevents abuse and accidental overload
• Ready for production hardening

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🧪 Development Workflow

• Feature branches (feature/ui-fastapi-react)

• Pull Requests with code reviews

• Clean separation between:

  • Quant logic
  • API layer
  • UI layer

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🧩 Future Enhancements

🔮 Backend

• PostgreSQL integration
• Multi-asset portfolios
• User authentication
• Async backtests
• Caching (Redis)

📊 Frontend

• Strategy parameter controls

📈 Quant Models

• Risk parity
• CVaR optimization
• Black–Litterman
• Reinforcement learning allocation

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🤝 Contributions

Contributions are welcome!

1. Fork the repo
2. Create a feature branch
3. Commit with clear messages
4. Open a Pull Request with context

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📜 License

MIT License — free to use, modify, and distribute.

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If you want, next I can:

• ✨ Add badges (FastAPI, React, License)
• 📊 Add architecture diagram
• 🧪 Add example API calls
• 📝 Shorten it for recruiters
• 🧠 Make a technical deep-dive README