PortIQ

A role-based portfolio and trading intelligence platform built with Streamlit, Flask, and MySQL. Users log in as one of four personas and get a tailored dashboard with persona-specific features and data.

Team

• Yash Maheshwari
• Sean Snaider
• Ernesto
• Shlok

Personas

Persona	Role	Key Features
Andrew Rock	Quant Trader	Portfolio performance, strategy benchmarking, risk analysis, trade logs (CRUD)
John Data	Data Analyst	Dashboard layouts, data cleaning pipelines, dataset management, visualizations
Katrina Williams	CIO	Identity & access management (IAM), audit logs, role and permission management
Jane Doe	Beginner Investor	Portfolio positions, portfolio dashboard, AI portfolio assistant (Gemini)

Tech Stack

• Frontend: Streamlit (Python)
• Backend: Flask REST API
• Database: MySQL 9
• Infrastructure: Docker & Docker Compose

Project Structure

PortIQ/
├── app/                    # Streamlit frontend
│   └── src/
│       ├── Home.py         # Login / persona selection page
│       ├── modules/nav.py  # Role-based sidebar navigation
│       └── pages/          # All role-specific pages
├── api/                    # Flask REST API
│   ├── backend_app.py      # API entry point
│   └── backend/            # Route blueprints organized by persona/resource
├── database-files/         # SQL schema + mock data (run alphabetically on first start)
└── docker-compose.yaml     # Docker service definitions

Setup

1. Configure environment variables

cp api/.env.template api/.env

Open api/.env and fill in:

Variable	Description
SECRET_KEY	Flask session encryption key (any random string)
DB_USER	MySQL username (root)
DB_HOST	MySQL hostname — use db inside Docker
DB_PORT	MySQL port (3306)
DB_NAME	Database name (PortIQ)
MYSQL_ROOT_PASSWORD	MySQL root password
GEMINI_API_KEY	Google Gemini API key (free tier) — required for the AI Portfolio Assistant

2. Start the containers

docker compose up -d

3. Access the app

Service	URL
Streamlit frontend	http://localhost:8501
Flask API	http://localhost:4000
MySQL	localhost:3200

Docker Commands Reference

# Start all containers (first run builds images)
docker compose up -d

# Rebuild images after code changes
docker compose up --build -d

# Stop and remove containers
docker compose down

# Reinitialize the database (wipes all data and reruns SQL files)
docker compose down db
docker volume rm project-app-team-repo_mysql_data
docker compose up db -d

# View logs
docker compose logs api
docker compose logs app
docker compose logs db

Development Notes

• Hot reload: Streamlit and Flask both reload automatically on file save. Click Always Rerun in the Streamlit browser tab.
• Database init: SQL files in database-files/ run once in alphabetical order when the container is first created. Restarting the container does NOT re-run them — you must wipe the volume.
• Authentication: Persona selection is mocked. There are no real passwords. This is a course project demonstrating role-based access patterns.