{"slug": "start-with-a-open-source-self-hosted-investment-research-platform-byok-ai", "title": "Start with A – Open-source, self-hosted investment research platform (BYOK AI)", "summary": "Start with A, an open-source investment research platform, has been released on GitHub. The self-hosted tool integrates research, portfolio monitoring, and journaling into a single workflow, supporting AI assistants from Gemini, OpenAI, and Anthropic. It is designed for disciplined investors seeking a customizable, privacy-focused alternative to commercial platforms.", "body_md": "A platform that connects research, portfolio monitoring, and journaling into one disciplined investment workflow.\n\nSee [vision.md](/warlock20/StartWithA/blob/main/vision.md) for the full product vision.\n\n**Research** — Idea inbox, kill screening, company & sector research, AI assistant\n**Portfolio** — Position tracking, thesis vs reality, checkpoints, AI analytics\n**Journal** — Decision journal, mistake log, learning insights\n\n```\nIdea or Market Sweeper\n    → Kill Screen\n    → Research ←──────────────┐\n    → Buy Decision            │\n    → Track Position         Updated Checklist\n    → Journal                 │\n    → Learn   |───────────────┘\n```\n\n**Backend:** Python 3.12, Flask, PostgreSQL (pgvector), Celery + Redis**Frontend:** Jinja2 + React components, Bootstrap, Webpack**AI:** Gemini, OpenAI, and Anthropic (via YAML prompt templates)\n\nThe easiest way to run the platform locally. Requires [Docker](https://docs.docker.com/get-docker/) and Docker Compose.\n\n```\ncp .env.example .env\n```\n\nEdit `.env`\n\nand fill in the Auth0 and AI keys (see [Environment Variables](#environment-variables) below).\n\n`DATABASE_URL`\n\nand`REDIS_URL`\n\nare set automatically by Docker Compose — any values in`.env`\n\nare overridden.\n\n```\ndocker compose up --build -d\n```\n\nThe app will be available at ** http://localhost:8000**.\n\n| Service | Description | Port |\n|---|---|---|\nweb |\nFlask app via Gunicorn | `8000` |\ndb |\nPostgreSQL 16 + pgvector | `5432` |\nredis |\nRedis 7 (Celery broker + cache) | `6379` |\nworker |\nCelery background worker | — |\n\nDatabase migrations run automatically on startup.\n\n```\n# View logs\ndocker compose logs -f web\ndocker compose logs -f worker\n\n# Restart after .env changes\ndocker compose restart web\n\n# Stop everything\ndocker compose down\n\n# Stop and wipe database\ndocker compose down -v\n```\n\n- Register an account through the UI\n- Ensure your email is listed in\n`ADMIN_EMAILS`\n\nin`.env`\n\n- Restart:\n`docker compose restart web`\n\n- Navigate to\n`/admin`\n\nRequires Python 3.12+, PostgreSQL with the [pgvector](https://github.com/pgvector/pgvector) extension, Redis, and Node.js.\n\n```\ngit clone https://github.com/warlock20/StartWithA.git\ncd StartWithA\n\n# Python\npython3 -m venv venv && source venv/bin/activate\npip install -r requirements.txt\n\n# Frontend\nnpm ci && npm run build\n\n# Environment\ncp .env.example .env\n# Edit .env — set DATABASE_URL, REDIS_URL, Auth0 keys, etc.\n\n# Database\nflask db upgrade\n\n# Run\nflask run\n```\n\nStart the Celery worker in a separate terminal:\n\n```\ncelery -A celery_app worker --loglevel=info\n```\n\nCopy `.env.example`\n\nto `.env`\n\n. Docker Compose sets `DATABASE_URL`\n\nand `REDIS_URL`\n\nautomatically — only set those if running without Docker.\n\n| Variable | Description |\n|---|---|\n`SECRET_KEY` |\nFlask session secret — any random string |\n`AUTH0_DOMAIN` |\nYour Auth0 tenant domain (e.g. `your-tenant.auth0.com` ) |\n`AUTH0_CLIENT_ID` |\nAuth0 application client ID |\n`AUTH0_CLIENT_SECRET` |\nAuth0 application client secret |\n`AUTH0_CALLBACK_URL` |\nOAuth callback URL (`http://localhost:8000/auth/callback` for Docker) |\n`AUTH0_AUDIENCE` |\nAuth0 API audience (usually `https://<domain>/userinfo` ) |\n`GEMINI_API_KEY` |\nGoogle Gemini API key — at least one AI provider is needed |\n\n| Variable | Description | Default |\n|---|---|---|\n`OPENAI_API_KEY` |\nOpenAI API key (alternative AI provider) | — |\n`ANTHROPIC_API_KEY` |\nAnthropic API key (alternative AI provider) | — |\n`NEWS_API_KEY` |\n|\n\n`ADMIN_EMAILS`\n\n`DATABASE_URL`\n\n`REDIS_URL`\n\n`DEFAULT_USER_TIER`\n\n`free`\n\nor `premium`\n\n)`free`\n\n`FLASK_DEBUG`\n\n`False`\n\n`SESSION_COOKIE_SECURE`\n\n`True`\n\n`UPLOAD_FOLDER`\n\n`instance/uploads`\n\nThe app uses [Auth0](https://auth0.com) for authentication. To set it up:\n\n- Create a free account at\n[auth0.com](https://auth0.com) - Create a\n**Regular Web Application** - In Settings, set\n**Allowed Callback URLs** to:`http://localhost:8000/auth/callback`\n\n(Docker)`http://localhost:5000/auth/callback`\n\n(local`flask run`\n\n)\n\n- Copy\n**Domain**,** Client ID**, and** Client Secret**into your`.env`\n\nDon't want to self-host? A managed, hosted instance is available — [open a discussion](https://github.com/warlock20/StartWithA/discussions) to request access.\n\n- Fork the repo and create a feature branch\n- Make your changes\n- Run the app locally to verify everything works\n- Open a pull request\n\nPlease keep PRs focused — one feature or fix per PR.\n\nThis project is licensed under the [GNU Affero General Public License v3.0](/warlock20/StartWithA/blob/main/LICENSE).\n\nYou can use, modify, and distribute this software freely. If you run a modified version on a server, you must make your source code available to users of that server. See the [full license text](/warlock20/StartWithA/blob/main/LICENSE) for details.", "url": "https://wpnews.pro/news/start-with-a-open-source-self-hosted-investment-research-platform-byok-ai", "canonical_source": "https://github.com/warlock20/StartWithA", "published_at": "2026-07-08 14:50:01+00:00", "updated_at": "2026-07-08 15:13:13.865883+00:00", "lang": "en", "topics": ["ai-tools", "developer-tools"], "entities": ["Start with A", "Gemini", "OpenAI", "Anthropic", "Auth0", "Docker", "PostgreSQL", "Redis"], "alternates": {"html": "https://wpnews.pro/news/start-with-a-open-source-self-hosted-investment-research-platform-byok-ai", "markdown": "https://wpnews.pro/news/start-with-a-open-source-self-hosted-investment-research-platform-byok-ai.md", "text": "https://wpnews.pro/news/start-with-a-open-source-self-hosted-investment-research-platform-byok-ai.txt", "jsonld": "https://wpnews.pro/news/start-with-a-open-source-self-hosted-investment-research-platform-byok-ai.jsonld"}}