Backend Setup - Vantage Wealth

Local development

cd backend
python3 -m venv venv
source venv/bin/activate   # Windows: venv\Scripts\activate
pip install -r requirements.txt
cp .env.example .env

Edit backend/.env:

SUPABASE_URL=https://your-project.supabase.co
SUPABASE_SERVICE_KEY=your-service-role-key
ANTHROPIC_API_KEY=sk-ant-...
# GOOGLE_APPLICATION_CREDENTIALS=/path/to/firebase-service-account.json  # optional, for FCM

Start the server:

uvicorn main:app --reload --port 8000

Available endpoints after startup:

Endpoint	Purpose
`GET /health`	Health check
`POST /ai/ask`	AI advisor (SSE streaming)
`GET /market/price`	Live stock/crypto prices
`POST /rag/ingest?user_id=...`	Manually trigger RAG ingestion
`GET /transactions/`	Transaction CRUD
`GET /holdings/`	Holdings CRUD
`GET /accounts/`	Accounts CRUD

RAG ingestion

The backend runs APScheduler cron jobs to embed your financial data for the AI memory:

Schedule	What runs
Daily at 2 AM	Yesterday’s spending summary
Sunday at 3 AM	Weekly pattern summary
1st of month at 4 AM	Monthly review

For local development, trigger ingestion manually:

curl -X POST "http://localhost:8000/rag/ingest?user_id=your-user-id"

The embedding server (Docker) must be running for RAG ingestion to work. See Docker setup.

​Local development

​RAG ingestion

Local development

RAG ingestion