Stock Market Daily Brief — Frontend UX Specification

Project: Market Brief Dashboard
Author: Wadsworth (Chief of Staff)
Target: Daedalus 🎨 (Frontend Architect)
Date: 2026-04-24
Status: DRAFT — Pending Director Approval
Updated: 2026-04-24 — Added Finnhub dual-sentiment, analyst data, earnings

1. Purpose

A private, Tailscale-only web dashboard that visualizes the daily stock brief data. This is the "fancy" companion to the Telegram DM brief — a place to see the full picture with charts, trends, and interactivity that Telegram can't provide.

2. Access & Security

• URL: http://titanium-butler.tail864e81.ts.net:8123 (or similar, Tailscale-only)
• Auth: Tailscale identity (no public access, no login page needed)
• Network: Bound to Tailscale interface only — zero public exposure
• Data source: JSON API served by the backend pipeline (see Socrates spec)

3. Views

3.1 Daily Brief (Home)

The main landing page — what Matt sees each morning.

Layout: Single-column, mobile-first

┌─────────────────────────────────┐
│  📈 Market Brief — Apr 24, 2026 │
│                                 │
│  Market Overview                │
│  S&P 500  +0.4%  │  NASDAQ  +0.7%  │  VIX  14.2  │
│                                 │
│  ── Owned Positions ──────────  │
│                                 │
│  AAPL  $192.45  🟢 +0.64%      │
│  ████████████████░░ RSI 58.2   │
│  Sentiment: Bullish (72%)       │
│  P&L: +$2,507.50 (+35.2%)      │
│                                 │
│  MSFT  $378.90  🔴 -0.31%      │
│  ██████████████░░░░ RSI 44.1   │
│  Sentiment: Neutral (55%)       │
│  P&L: +$890.00 (+12.1%)        │
│                                 │
│  ── Watchlist ────────────────  │
│                                 │
│  TSLA  $245.10  🔴 -1.37%      │
│  Sentiment: Bearish (65%)       │
│  ⚠️ Below 50-day SMA           │
│                                 │
│  ── Alerts ───────────────────  │
│  ⚠️ AAPL RSI approaching 70    │
│  ⚠️ TSLA broke below SMA-50    │
│                                 │
│  [📥 Telegram Brief Sent 7:30]  │
└─────────────────────────────────┘

Key elements:
- Color-coded sentiment badges (🟢🔴🟡)
- RSI as a visual bar (not just a number)
- P&L with both dollar and percentage
- Alert section pinned at bottom
- "Brief sent" confirmation with timestamp

3.2 Position Detail (Per-Ticker Drill-Down)

Click a ticker → expanded view with dual sentiment, analyst data, and earnings:

┌─────────────────────────────────┐
│  ← Back    AAPL — Apple Inc.    │
│                                 │
│  $192.45  🟢 +$1.23 (+0.64%)   │
│                                 │
│  ┌─────────────────────────────┐ │
│  │   [30-day price chart]     │ │
│  │   with SMA-50 overlay      │ │
│  └─────────────────────────────┘ │
│                                 │
│  Technicals                     │
│  RSI(14):   58.2    │ Neutral   │
│  MACD:      Bullish crossover   │
│  SMA-50:    $188.40 (above)     │
│  SMA-200:   $175.20 (above)    │
│  Volume:    1.1x average        │
│                                 │
│  Sentiment (Dual Source)        │
│  Finnhub:  🟢 Bullish (72%)    │
│  Local AI: 🟢 Bullish (68%)    │
│  ✓ Signals aligned             │
│                                 │
│  Analyst Data (Finnhub)         │
│  Consensus: Buy (25/30)         │
│  Price Target: $210 (mean)      │
│  │  High: $250  Low: $170  │   │
│  Earnings: Next ~Apr 29        │
│                                 │
│  Latest Headlines (Finnhub)     │
│  1. "Apple Services Revenue..." │
│  2. "Tariff Concerns May..."   │
│  3. "iPhone 18 Supply Chain..." │
│                                 │
│  Position Details               │
│  Shares: 50  │  Cost: $142.30   │
│  Value: $9,622.50               │
│  Total P&L: +$2,507.50 (+35%)  │
└─────────────────────────────────┘

Key elements:
- Sparkline / small price chart (30-day)
- SMA overlays on chart
- Dual sentiment display — Finnhub pre-scored (primary) + local AI (2nd opinion)
- Divergence indicator if Finnhub and local model disagree: ⚠️ Divergent signals
- Analyst consensus + price targets (from Finnhub)
- Upcoming earnings date
- Clickable headlines (link to source)
- Position details (only if owned, hidden for watchlist)

3.3 Brief History

A scrollable archive of past daily briefs:

┌─────────────────────────────────┐
│  ← Back    Brief History       │
│                                 │
│  📅 Apr 24  │  S&P +0.4%       │
│  📅 Apr 23  │  S&P -0.2%       │
│  📅 Apr 22  │  S&P +0.8%       │
│  📅 Apr 21  │  S&P +0.1%       │
│  ...                            │
│                                 │
│  Click any date to view brief   │
└─────────────────────────────────┘

Each date links to a static snapshot of that day's brief (read-only).

3.4 Settings (Future)

Manage portfolio config from the UI (instead of editing JSON):

• Add/remove tickers from owned + watchlist
• Set alert thresholds per ticker
• Choose delivery time
• Toggle technicals displayed
• Connect/disconnect Altruist sync
• Manage Finnhub API key

V1 scope: Read-only dashboard. Settings page is V2.

4. Design Tokens

Follow the HoffDesk design system (if established) or define new tokens:

Dark mode only — this is a morning dashboard, dark is easier on the eyes.

5. Technical Stack

6. API Contract (From Socrates)

The backend exposes these endpoints for the dashboard:

Response format matches the output schema in the backend spec.

7. Mobile Considerations

• Single-column layout is mobile-native
• Ticker cards are touch-friendly (48px minimum tap targets)
• Charts are swipe-scrollable
• Brief text is copyable for sharing
• No pinch-to-zoom needed (data is sized for mobile)

8. V1 Scope

In:
- Daily brief view (home)
- Per-ticker drill-down with dual sentiment + analyst data
- Brief history (read-only)
- Dark theme, mobile-first
- Financial charts (30-day sparkline minimum)
- Sentiment indicators (Finnhub + local AI)
- Analyst consensus + price targets
- Earnings calendar integration

Out (V2+):
- Settings UI (add/remove tickers, thresholds, Altruist connection)
- Interactive charts (zoom, timeframe selector)
- Portfolio performance chart (cumulative P&L over time)
- Push notifications (browser notifications for alerts)
- Multiple portfolios
- Export to CSV/PDF

9. Design Inspiration

Think: a private Bloomberg terminal for one person. Information-dense but not cluttered. Data-forward, decoration-light. Every pixel earns its place.

Reference vibes:
- TradingView dark theme
- Finviz heatmap (for future market overview)
- Linear.app (clean, minimal UI)

Spec by Wadsworth 📋 — routing to Daedalus for design and implementation.