Takumi

Takumi — Personal Trading Intelligence Platform

A single-user web application for an independent investor trading Israeli (TASE) and US (NYSE/NASDAQ) equities through IBI broker. Provides portfolio analytics, live market data, and a persistent AI chat agent powered by Claude.

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Features

• Portfolio analytics — Realized P&L via FIFO lot matching, open positions, win rate, avg holding period, profit factor, behavioral stats
• Live market data — Yahoo Finance (primary), TheMarker Finance (TASE fallback), Stooq (US fallback); 15-minute cache
• Equity curve — Daily portfolio snapshots with a chart of portfolio value over time
• Risk metrics — Herfindahl concentration index, max drawdown, Sharpe ratio, Sortino ratio
• XLSX import — Upload IBI Excel exports; Hebrew column headers parsed, 14 transaction types mapped, duplicate-safe upserts
• AI agent — Streaming chat drawer powered by claude-sonnet-4-20250514 with 21 tools across three tiers (portfolio queries, market data, what-if scenarios, risk reports, and more)
• Persistent conversations — Chat history stored in Postgres; conversations resumable across sessions
• Exchange rates — Bank of Israel official ILS/USD rates backfilled from first trade date
• Basic auth — Single shared credential protects both the web and API services

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Architecture

Browser  →  Next.js (basic auth)  →  rewrites /api/*  →  Express API  →  PostgreSQL
                                                               ↕
                                                        Anthropic Claude API
                                                        Yahoo Finance / Stooq
                                                        TheMarker Finance (scrape)
                                                        Bank of Israel SDMX API

• The browser calls relative /api/* URLs. Next.js rewrites them server-side to the private Express service — one auth prompt, no CORS.
• Express is the sin