Mutual Fund Screener

URL: https://fundscreener.online/

screen-capture_compressed.mp4

Full-stack mutual fund screening application with:

• backend: FastAPI service (screening, analytics, user state, pipeline trigger)
• frontend: React + Vite web app

Repository Structure

Mutual-Fund-Screener/
  backend/
  frontend/
  LICENSE

Architecture

• Frontend runs on http://localhost:4000
• Backend runs on http://127.0.0.1:8000
• Frontend calls backend using VITE_API_BASE_URL
• Backend allows CORS for http://localhost:4000

Quick Start (Run Both Services)

Open 2 terminals.

1. Start Backend

cd backend
python -m venv .venv

Activate venv:

• Windows (PowerShell)

.\.venv\Scripts\Activate.ps1

• macOS/Linux

source .venv/bin/activate

Install and run:

pip install -r requirements.txt
alembic upgrade head
python -m uvicorn app.main:app --reload --host 127.0.0.1 --port 8000

2. Start Frontend

cd frontend
npm install
npm run dev

Open http://localhost:4000.

Environment Setup

Backend (backend/.env)

DATABASE_URL="postgresql+psycopg2://<user>:<password>@<host>:5432/<db>?sslmode=require"
PIPELINE_TRIGGER_API_KEY="<your-long-random-api-key>"

Frontend (frontend/.env)

VITE_FIREBASE_API_KEY="<firebase-api-key>"
VITE_FIREBASE_AUTH_DOMAIN="<project>.firebaseapp.com"
VITE_FIREBASE_PROJECT_ID="<project-id>"
VITE_FIREBASE_STORAGE_BUCKET="<project>.firebasestorage.app"
VITE_FIREBASE_MESSAGING_SENDER_ID="<sender-id>"
VITE_FIREBASE_APP_ID="<app-id>"
VITE_FIREBASE_MEASUREMENT_ID="<measurement-id>"
VITE_API_BASE_URL="http://127.0.0.1:8000"

Service Docs

• Backend details: backend/README.md
• Frontend details: frontend/README.md

Useful URLs

• Frontend: http://localhost:4000
• Backend health: http://127.0.0.1:8000/health
• Backend Swagger: http://127.0.0.1:8000/docs

Troubleshooting

• CORS error: confirm frontend is running on http://localhost:4000.
• 401 on /pipeline/trigger: pass valid API_KEY header.
• Frontend cannot call backend: verify VITE_API_BASE_URL and that backend is running on port 8000.