📈 Crypto ETF Fund Manager

A full-stack, AI-powered crypto investment platform that lets users invest in curated ETF strategies backed by real trades executed via the Uphold API.

🚀 What It Does

Users authenticate via their Uphold account and can invest in one of three AI-managed ETF strategies. The platform automatically rebalances portfolios every 6 hours, fetches real-time market data, and uses AI-driven news sentiment analysis to adjust allocations.

🧠 ETF Strategies

Strategy	Risk	Description
The Fortress	Low (2/10)	Top coins weighted proportionally by market cap
Meme Kings	High (9/10)	Top meme coins with equal weight allocation
News AI Aggressive	Medium-High (7/10)	AI-selected coins based on real-time news sentiment

🛠️ Tech Stack

Layer	Technology
Backend	FastAPI (async)
Database	PostgreSQL + SQLAlchemy (async)
Broker	Uphold API (OAuth2 + REST)
Market Data	CoinMarketCap API
News & Sentiment	CryptoPanic API + Groq AI (Llama 3.3)
Scheduler	APScheduler (rebalance every 6h)
Infrastructure	Docker + Docker Compose

🏗️ Architecture

app/
├── main.py               # FastAPI app, lifespan, scheduler
├── models.py             # SQLAlchemy ORM models
├── schemas.py            # Pydantic request/response schemas
├── database.py           # Async DB engine & session
├── dependencies.py       # Auth dependency injection
├── routers/
│   ├── auth.py           # Uphold OAuth2 login & callback
│   ├── info.py           # Dashboard, portfolio, ETF listings
│   └── transactions.py   # ETF buy execution
└── services/
    ├── uphold.py         # Uphold API client (trades, cards, tokens)
    ├── etfs_manager.py   # ETF rebalancing logic + CoinMarketCap
    ├── investments.py    # Investment execution service
    └── sentiment.py      # CryptoPanic + Groq AI sentiment engine

⚙️ How It Works

1. Auth: User logs in via Uphold OAuth2 → access token stored in DB
2. Rebalancing: Every 6 hours, the scheduler fetches all Uphold-supported tokens, queries CoinMarketCap for market data, and rebuilds each ETF's composition
3. Sentiment Engine: CryptoPanic news is fetched in batches, filtered to the last 48 hours, and sent to Groq's Llama 3.3 for bullish/bearish scoring
4. Trade Execution: When a user buys an ETF, the platform splits the USD amount across each component and executes individual trades on Uphold with retry logic on failures

🚀 Getting Started

Prerequisites

• Docker & Docker Compose
• Uphold developer account (sandbox)
• CoinMarketCap API key
• CryptoPanic API key
• Groq API key

Setup

1. Clone the repository:

   git clone https://github.com/barros-11/crypto_etf
   cd crypto_etf

2. Create your .env file:

   UPHOLD_CLIENTE_ID=your_uphold_client_id
   UPHOLD_CLIENTE_SECRET=your_uphold_client_secret
   UPHOLD_BASE_URL=https://api-sandbox.uphold.com
   CMC_API_KEYS=your_coinmarketcap_key
   CRYPTO_PANIC_API_KEYS=your_cryptopanic_key
   GROQ_API_KEYS=your_groq_key
   RANDOM_KEY_MIDDLEWARE=your_random_secret

3. Run with Docker:

   docker-compose up --build

4. Access the API docs:

   http://localhost:8000/docs