Portafel is the biggest thing I run. It covers roughly 10,800 instruments — every eligible common-equity listing and every fund in the Nasdaq screeners (~5,400 stocks and ~5,200 ETFs), plus a curated set of world indices, commodities, FX pairs and crypto.
The idea is simple: if you follow a handful of tickers, you should be able to open one page and see what actually happened to them, with a link to the source for every claim.
What’s in it
- News with sentiment. About ten recent stories per instrument from Yahoo Finance, each scored by a self-hosted FinBERT model. Only the scores get stored — never the article text.
- Official filings. SEC EDGAR 10-Q, 10-K, 8-K, 20-F, 40-F and 6-K, plus ten years of Companyfacts history for revenue, earnings, cash flow, EPS and dividends.
- Financials and ratios. Income statement, balance sheet and cash flow (annual and quarterly), mapped onto SEC XBRL tags.
- Analyst context. Nasdaq consensus, recommendation spread and 12-month price targets, plus the earnings calendar with consensus EPS.
- Smart alerts. Deterministic rules, not a model guessing: a material shift in news sentiment, a parsed SEC Form 4 insider purchase, an earnings date coming up, or a cash-flow-aware drawdown in your portfolio.
- Price history. Daily candles going back as far as the instrument goes — the S&P 500 to 1927, Apple to 1980 — with intraday down to one minute for the last 30 days.
- Accounts. Favorites, watchlists, saved research, portfolios and notifications, with export and deletion.
There’s also an iOS app built with Expo.
How it’s put together
The web app is Next.js 16 on PostgreSQL. A set of scheduled Python jobs handles all the ingestion — screeners, candles, news, filings, analyst data, FX rates — and writes to Postgres. Two small services sit alongside: a FastAPI wrapper around FinBERT for sentiment, and a capped WebSocket fan-out that gives browsers live quotes without exposing any upstream connection.
PostgreSQL is the only canonical store for market history. The site’s history endpoint reads SQL directly and never calls an external provider at request time.
Where it stands
The application is live and running on real vendor data. It is not a paid product yet, and deliberately so: charging users would first require a billing provider, proper data-redistribution licensing for the Yahoo and Nasdaq feeds, and a production privacy and security review. The current ingestion is appropriate for a research prototype and I’m not pretending otherwise.
Portafel is informational software — not an investment adviser and not a brokerage.