iYesDo-Quant (Community Edition) - AI Quantitative & Financial Analysis Platform

iYesDo-Quant: Open Source Quant | AI Trading Agent | LLM Financial Analysis

Project Overview

iYesDo-Quant is an intelligent financial analysis platform integrating RAG (Retrieval-Augmented Generation), Algorithm Strategies, and Real-time Market Data (A-Share). It serves as your personal AI Quant Agent for automated market monitoring ("盯盘") and analysis.

This is the Community Edition (Open Source), providing a robust framework for developers and researchers interested in LLM Trading and AI Stock Analysis.

Features

| Feature | Community Edition | Professional Edition | | :--- | :---: | :---: | | Market Data (Daily/Minute) | ✅ | ✅ | | AI Copilot Analysis | ✅ | ✅ | | Visual Strategy Engine | ✅ | ✅ | | Simulated Trading | ✅ | ✅ | | Trading Agents | ✅ | ✅ | | Trading Alerts | ✅ | ✅ | | Strategy Screening | ✅ | ✅ | | Sector Analysis | ✅ | ✅ | | Advanced Derivatives (Futures) | ❌ | ✅ | | Institutional Factors | ❌ | ✅ | | Multi-Tenancy & Auth | ❌ | ✅ | | Commercial License | ❌ | ✅ |

Contact us at 87616340@qq.com for commercial inquiries.

Key Features (Community)

• AI Copilot: Market analysis based on DeepSeek/OpenAI.
• Stock Analysis: Technical indicators (MACD, KDJ, RSI) + AI scoring.
• Industry Tracking: Real-time sector rotation and conceptual heatmaps.
• Workflow Engine: Visual strategy builder (like LangChain Flow).

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Product Showcase

Here are some screenshots of the iYesDo-Quant platform:

1. Market Overview (行情)

2. Industry Analysis (板块)

3. Stock Analysis & AI Copilot (分析)

4. Visual Workflow Strategy (工作流)

5. Strategy Configuration (配置)

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Disclaimer

Please read this disclaimer carefully before using this software.

1. Not Investment Advice: The analysis, scores, and predictions generated by iYesDo-Quant are for research and educational purposes only. They do not constitute financial or investment advice.
2. No Warranty: This software is provided "as is", without warranty of any kind, express or implied. The authors are not responsible for any financial losses incurred from using this software.
3. Data Currency: Real-time market data may have delays. Do not rely solely on this tool for high-frequency trading.
4. Compliance: Users maximize their own responsibility to ensure their trading activities comply with local laws and regulations.

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Deployment Guide

1. Prerequisites

• OS: Windows / Linux / macOS
• Python: 3.10+
• Node.js: 16+
• Database: PostgreSQL 13+

2. Database Setup

1. Install and start PostgreSQL.
2. Create a new database named iyesdo_quant (or custom name).

   CREATE DATABASE iyesdo_quant;
   

3. Backend Setup

1. Navigate to backend directory:

   cd backend
   

2. Configure Environment Variables: Copy .env.example to .env and edit it:

   cp .env.example .env
   

   Key Configurations (.env):

   • DB_USER, DB_PASSWORD, DB_HOST: Your PostgreSQL credentials.
   • LLM_API_KEY: API Key for DeepSeek or OpenAI (optional for basic features).
   • WECHAT_APP_ID: Application ID for WeChat Login (optional).

3. Install Dependencies:

   pip install -r requirements.txt
   

4. Initialize Database: This script creates tables and an admin account.

   python init_db.py
   

5. Start Server:

   python main.py
   

   Server runs at http://127.0.0.1:8005.

4. Frontend Setup

1. Navigate to frontend directory:

   cd frontend
   

2. Configure Environment Variables: Copy .env.example to .env (optional):

   cp .env.example .env
   

3. Install Dependencies:

   npm install
   

4. Start Development Server:

   npm start
   

   Access the app at http://localhost:3000.

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Usage Guide

Initial Login (Admin)

When the database is initialized, a default Admin Account and Admin Invite Code are created.

1. Open the login page (http://localhost:3000/login).
2. If you don't have WeChat configured:
   • Wait about 3 seconds for the QR code to timeout.
   • The system will switch to "Simulation Mode" and prompt for an Invite Code.
3. Enter the Admin Invite Code: A0000 (This code is permanent/reusable for Admin login).
4. You will be logged in as the System Admin.

User Registration

• Users can register by entering a valid Invite Code (generated by Admin).
• In a production environment with WeChat configured, users scan the QR code to login/register.

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Project Structure

iyesdo-quant/
├── backend/            # FastAPI Backend
│   ├── main.py         # Entry Point
│   ├── config.py       # Configuration Loader
│   ├── database.py     # Database Connection & Models
│   ├── services/       # Business Logic Services
│   └── ...
├── frontend/           # React Frontend
│   ├── src/
│   │   ├── pages/      # Route Components
│   │   ├── components/ # Reusable UI Components
│   │   └── ...
│   └── ...
└── docs/               # Documentation

Acknowledgments

This project utilizes the following amazing open-source projects. A huge thank you to the creators and maintainers:

Backend (Python)

• FastAPI: High-performance web framework.
• AkShare: Comprehensive financial data interface for Python.
• Pandas: Powerful data analysis library.
• SQLAlchemy: Python SQL toolkit and ORM.
• OpenAI: Official OpenAI Python library.

Frontend (React)

• React: A library for building user interfaces.
• ECharts: Powerful charting and visualization library.
• Ant Design: An enterprise-class UI design language and React UI library.
• Axios: Promise-based HTTP client.

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License

This project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0).

If you modify or run this software as a service over a network, you MUST make your source code available to the users.

See the LICENSE file for details.

Contribution Guidelines

We welcome community contributions! However, to ensure the long-term sustainability and legal integrity of the project, all contributors must agree to the following terms:

Contributor License Agreement (CLA) By submitting a Pull Request to this repository, you agree to the following:

1. Copyright Grant: You grant the project maintainers (iYesDo Team) the right to use, modify, and distribute your contributions.
2. Relicensing Rights: You grant the project maintainers the right to change the open-source license of the project in future versions (e.g., to a more permissive or restrictive license) as needed.
3. Commercial Use: You explicitly allow your contributions to be included in commercial products or services offered by the project maintainers.

If you cannot agree to these terms, please do not submit modifications.

Contact

• Commercial / Business Inquiries: Please contact 87616340@qq.com
• Issue Tracker: Please use GitHub Issues for bug reports and feature requests.
• Community: Join our WeChat Group for technical discussions.

<img src="docs/images/wechat_group.jpg" alt="WeChat Group" width="300" />