SteadyFolio

Inspiration

Every trader keeps two running balances: one in their brokerage account and one in their head.
We found ourselves juggling spreadsheets for P/L, scattered screenshots of charts, and half-finished trade journals in note-taking apps. None of those tools captured the emotional roller-coaster that actually drives decision-making. With Bolt’s hackathon inviting us to build with AI at lightspeed, we set out to create a place where numbers and feelings finally sit side by side.

What it does

Trade Diary – Log every position, tag the setup, and jot down how you felt (or let our AI detect your mood from a quick sentence).
Real-time P/L & Quotes – SteadyFolio streams live market prices so your open P/L updates the moment the market moves.
News Radar – A background worker pulls breaking headlines and summarizes them in plain English right inside your dashboard.
Mood vs. Money Insights – Correlate emotions with win-rate and average return to spot patterns like “over-confidence Mondays.”
Lightning-fast UI – Built entirely on bolt.new blocks, the app feels native without a single manual page reload.

How we built it

UI, state management, and serverless functions were all stitched together inside Bolt’s drag-and-drop editor. We relied on Bolt’s built-in LLM helpers for sentiment analysis, news summarization, and auto-tag suggestions. WebSockets connect to a free market-data API for tick-level pricing; Bolt handles the socket lifecycle.
Trade logs live in Bolt’s collections; user emotion entries go into a vector store for quick similarity search.
Two developers pair-programmed in a shared Bolt workspace; the whole project came together in ~5 days.

Challenges we ran into

API rate limits - Keeping the expenses under the limit presented a problem. We built a tiny cache layer in Bolt Functions to stay under the cap.
Time-zones & Tickers – Aligning a trader’s local time with exchange trading hours was trickier than expected.
UX for Insights – Designing an interface that makes shows you what mistakes you make without making you feel guilty took several iterations to complete. Ship-fast Mindset – Fighting the temptation to over-engineer was a constant battle—in the end, Bolt’s constraints were a blessing.

Accomplishments that we're proud of

A fully working demo that ingests trades, syncs prices, and spits out emotion-performance charts - within a week. Zero servers to maintain thanks to Bolt’s serverless runtime.
Our AI news digest routinely distills a 500-word article into a three-line bullet list in under a second.

What we learned

• Low-code platforms can still let you build opinionated, domain-specific apps without hitting a wall.
  
• Emotion tracking isn’t just a feel-good exercise - it turns into actionable edge when paired with hard trade data.
• A clear scope + AI helpers = 10× shipping speed.
  
• Tiny usability tweaks make a disproportionately big difference.

What's next for SteadyFolio

Brokerage OAuth - Import trades automatically from popular brokers. Mobile PWA – Log thoughts on the subway or bus right after a trade. Deeper AI Insights – GPT-powered “coach” that flags when your mood history predicts tilt.
Social Journals – Opt-in leaderboards and anonymized pattern sharing.
Risk Dashboard – Value-at-Risk and drawdown projections based on your own emotional bias profile.

Built With

• css
• html
• netlify
• postgresql
• react
• supabase
• typescript
• websockets