BatesStocks

BatesStocks is a self-hosted market analytics terminal for watchlists, market monitoring, technical analysis, screening, backtesting, news review, and AI-assisted research. The backend is a FastAPI service backed by DuckDB, and the frontend is a dense React workspace designed for long research sessions.

Live demo: stocks.palanbates.com

The demo is not a brokerage product, investment service, or source of financial advice. Run your own instance if you want persistent data or private research state.

Capabilities

• Pulls market data from yfinance into a local DuckDB analytics file.
• Builds dashboards for quotes, movers, breadth, sectors, watchlists, and recent snapshots.
• Provides security-level research views with charts, overlays, signals, recent bars, news, and related names.
• Supports strategy screening and backtest workflows with saved local state.
• Includes an AI analyst panel that can use Ollama, OpenAI, or Anthropic when configured.
• Creates database backups and can bootstrap data on an empty startup.

Run with Docker

git clone https://github.com/wtbates99/batesstocks.git
cd batesstocks
mkdir -p data backups
docker build -t batesstocks:local .

docker run --rm \
  -p 8000:8000 \
  -e DB_PATH=/app/data/stock_data.duckdb \
  -e BACKUP_DIR=/app/backups \
  -e AUTO_SYNC_ON_START=true \
  -v "$(pwd)/data:/app/data" \
  -v "$(pwd)/backups:/app/backups" \
  batesstocks:local

Open http://localhost:8000.

Local Development

Backend:

uv sync
uv run uvicorn main:app --host 0.0.0.0 --port 8000

Frontend:

cd frontend
npm install
npm run dev

In development, run FastAPI and Vite separately. In production, FastAPI serves the built frontend.

Configuration

Common environment variables:

Variable	Purpose
DB_PATH	DuckDB database path
BACKUP_DIR	Backup directory
PORT	Uvicorn port
AUTO_SYNC_ON_START	Bootstrap market data on empty startup
DUCKDB_MEMORY_LIMIT	DuckDB memory cap
DUCKDB_THREADS	DuckDB worker threads
AI_PROVIDER	Default AI provider
AI_CHAT_TOKEN	Required token for server-side AI chat unless public AI is explicitly allowed
ALLOW_PUBLIC_SERVER_AI	Local/demo opt-in for unauthenticated server-side AI chat
OLLAMA_HOST	Ollama-compatible endpoint
OLLAMA_MODEL	Ollama model name
OPENAI_API_KEY	Enables OpenAI chat
ANTHROPIC_API_KEY	Enables Anthropic chat
CORS_ORIGINS	Allowed browser origins
SYSTEM_ADMIN_TOKEN	Required token for system mutation endpoints
ALLOW_UNAUTHENTICATED_SYSTEM_MUTATIONS	Local-only opt-in for unauthenticated system mutations

Validation

Backend:

uv run ruff check backend main.py tests
uv run pytest

Frontend:

cd frontend
npm run typecheck
npm run build

Docker:

docker build -t batesstocks:local .

Notes

The product surface is actively changing. This README intentionally avoids route lists, endpoint inventories, and implementation maps that drift faster than the core setup and operating model.