What Is InvestMike?
InvestMike is a beginner-friendly AI investing companion that turns the intimidating world of stocks, crypto, and emerging tech into plain-English coaching. Instead of dumping charts and jargon on new investors, InvestMike acts like a calm, always-available financial mentor — explaining why a stock matters, what could go wrong, and how it fits your personal goals — all wrapped in a premium, mobile-first dark UI. The app combines live market data via Finnhub, personalized onboarding, AI-powered projections grounded in real news, and a full suite of portfolio, watchlist, and alert tools.
AI Coaching & Intelligence
- Ask Mike Anything — conversational AI coach that answers investing questions in plain English
- Live AI Projections — per-ticker conservative / expected / bullish scenarios grounded in real-time news + price data, cached daily
- AI Stock Picks — personalized daily picks based on user goals and risk tolerance
- Holding Advisor — AI guidance on whether to hold, trim, or exit a position
- Sell Guardrail Modal — AI intervention to prevent emotional selling decisions
- Exit Strategy Guidance — AI-generated playbooks for when and how to exit positions
- AI Opportunity Scoring — 0–100 conviction score on every emerging-stock pick
- Buy Conviction Engine — multi-factor AI scoring for "should I buy this now?"
Live Market Data
- Real-time Quotes — live prices via Finnhub with graceful fallback
- Live Sector Performance — daily sector heat map with winners/losers
- Price History Charts — interactive multi-timeframe charts
- Live News Feed — curated, ticker-tagged market news
- Market Mood Indicator — daily sentiment gauge
Portfolio Management
- Multi-Portfolio Support — track multiple portfolios separately
- Holding-Level Insights — per-position AI analysis and exit guidance
- Cost Basis & Gains Tracking — automatic P&L calculations
- Owned-Ticker Awareness — app personalizes recommendations around what you own
Watchlist & Alerts
- Smart Watchlists — save and monitor tickers across stocks and crypto
- Price Alerts — custom thresholds with notifications
- Daily Alert Digest — AI-curated morning summary of what matters to you
- Emotional Alerts — flags moments when users may be making fear/FOMO trades
- Crypto Alerts — dedicated alert system for crypto holdings
Discovery & Education
- Discover Page — curated stock browsing by category
- Emerging Stocks Hub — ground-floor opportunities across 10 sectors (AI Infrastructure, Battery Tech, Quantum, Space Tech, Biotech, Fintech, Robotics, Clean Energy, Cybersecurity, EV Supply Chain)
- Top Buys — highest-conviction current opportunities
- Top Earners — best-performing stocks by timeframe
- Recent IPOs — newly-listed companies, refreshed regularly
- Crypto Discovery — curated established and emerging cryptocurrencies
- Top Investors Section — see what legendary investors are buying
- Broker Availability — shows where each ticker can be purchased
- Alternatives Suggestions — "if you like X, consider Y"
- Glossary & Term Tooltips — inline definitions for every jargon term
- Learn Hub — beginner-friendly investing education
Authentication & Personalization
- Email + Password Auth — secure account creation
- Google OAuth — one-tap sign-in
- Onboarding Flow — captures goals, risk tolerance, experience level
- Personalization Engine — every recommendation tuned to user profile
- User Profiles — editable display name, preferences
- Floating Profile Button — one-tap access from every page
- Preferences Center — manage notifications, themes, defaults
Notifications System
- In-App Notification Center — unread badge + history
- Per-Category Toggles — control alerts, news, AI insights independently
- Real-Time Updates — Lovable Cloud realtime subscriptions
Design & UX
- Premium Dark Fintech Aesthetic — emerald/teal accents, soft glow, rounded cards
- Mobile-First Responsive — touch-optimized for small screens
- Smooth Animations — Framer Motion-powered transitions
- Custom Branding — InvestMike logo, favicon set, OG share images
- Bottom Tab Navigation — native-app feel
- Semantic Design Tokens — fully themeable via CSS variables
Technical Architecture
- TanStack Start v1 — full-stack React 19 with SSR
- Lovable Cloud (Supabase) — Postgres + Auth + Realtime + Edge Functions
- Row-Level Security — per-user data isolation enforced at the database
- Lovable AI Gateway — Gemini & GPT-5 model access without API keys
- Server Functions — typed RPC for all backend logic
- Edge-Deployed — Cloudflare Workers runtime, globally fast
- 24-Hour AI Caching — projections cached in stock_projections table to control cost
- Graceful API Fallbacks — never breaks the UI when third-party APIs fail