Investment Portfolio Tracker

A full-stack application for tracking and managing investment portfolios with real-time visualization and analytics.

Features

• 📊 Real-time portfolio visualization with interactive charts
• 💰 Track multiple investment types (stocks, bonds, crypto, etc.)
• 📈 Historical performance tracking
• 📱 Responsive dashboard interface
• 🔄 Real-time data updates
• 📝 Notes and annotations support

Tech Stack

• Frontend: React.js, Vite, Tailwind CSS, Recharts
• Backend: Express.js, Node.js
• Database: PostgreSQL
• Containerization: Docker
• Development Tools: pgAdmin

Prerequisites

• Docker Desktop (https://www.docker.com/products/docker-desktop/)
• Git (https://git-scm.com/downloads)

Installation

1. Clone the repository:

git clone https://github.com/DenizSungurtekin/Investment-Portfolio-Tracker
cd investment-portfolio-tracker

2. Create a .env file in the root directory with the following content:

POSTGRES_USER=yourname
POSTGRES_PASSWORD=yourdbpassword
POSTGRES_DB=investments
PGADMIN_EMAIL=your.email@example.com
PGADMIN_PASSWORD=yourdbpassword

3. Start the application using Docker Compose:

docker-compose up --build

Go to http://localhost:5173/ And Enjoy !

Update

1. Pull the repository:

git pull
docker-compose up --build

Use the application

On http://localhost:5173/, you’ll find dashboards displaying a dataset named "investments (fake)." This dataset is initialized when Docker starts and is linked to a table called "investments_fake" in the PostgreSQL database. This view allows you to work with the application without affecting your actual data.

Switch to the "investment" view to analyze your personal investments. To add records of your investments, use the add button (the "+" symbol).

For the first month, you'll need to enter each entry manually. At the beginning of each subsequent month, the process simplifies: you only need to enter one investment manually, which will trigger the system to shift to the current month. After that, instead of entering each investment individually, you can copy entries from the previous month to the current one by clicking the green copy button and adjust the amounts as needed, making it quick to update your records for the new month.

The records will be stored in a table named "investments" in the postgres database which is fully secured and hosted in local

Do not hesitate to make back up of your investments table !

(Potential Implementation of button which can do the backup automatically)

Dev commands

If you want to rerun clean (for dev purpose) It will refactor all your docker be careful. Adjust the prune command at will:

docker-compose down
docker system prune -a --volumes -f
docker-compose up --build

Services

The application runs three main services:

• Frontend + Backend: Running on http://localhost:5173
• PostgreSQL Database: Running on localhost:5432
• pgAdmin: Available at http://localhost:5050

Architecture

project/
├── src/
│   ├── backend/        # Express.js server
│   ├── components/     # React components
│   └── pages/         # React pages
├── public/            # Static assets
├── Dockerfile         # Container configuration
├── docker-compose.yml # Service orchestration
└── ingest_fake_data.py # Sample data generator

Development

Database Management

• Access pgAdmin at http://localhost:5050
• Login using credentials from .env
• Connect to database using:
  • Host: postgres
  • Port: 5432
  • Username: from .env
  • Password: from .env

API Endpoints

Investments

• GET /api/investments/:tableName - Get all investments
• POST /api/investments/:tableName - Create new investment
• PUT /api/investments/:tableName/:id - Update investment
• DELETE /api/investments/:tableName/:id - Delete investment

Configuration

Variable	Description	Default
POSTGRES_USER	Database username	-
POSTGRES_PASSWORD	Database password	-
POSTGRES_DB	Database name	investments
PGADMIN_EMAIL	pgAdmin login email	-
PGADMIN_PASSWORD	pgAdmin login password	-

Troubleshooting

1. Database Connection Issues

   • Ensure PostgreSQL container is running: docker ps
   • Check logs: docker logs postgres_db
   • Verify environment variables in .env

2. Container Issues

   • Rebuild containers: docker-compose up --build
   • Clean up: docker-compose down -v

Contributing

1. Fork the repository
2. Create your feature branch: git checkout -b feature/my-feature
3. Commit your changes: git commit -am 'Add new feature'
4. Push to the branch: git push origin feature/my-feature
5. Submit a pull request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Improvoment Idea

1. Tax and credit Manager
2. Add Investment advice with GPT
3. For different type of investment show increase or decrease of value monthly