> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vantagewealth.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Backend Setup

> Run the FastAPI backend locally or deploy to a server.

## Local development

```bash theme={null}
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`:

```bash theme={null}
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:

```bash theme={null}
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:

```bash theme={null}
curl -X POST "http://localhost:8000/rag/ingest?user_id=your-user-id"
```

<Note>
  The embedding server (Docker) must be running for RAG ingestion to work. See [Docker setup](/self-hosting/docker).
</Note>