Portfolio Tracker Application

Portfolio Tracker app allows a user to track their shareholdings performance and total portfolio value in real-time. The "Discover" page allows you to select a number of stocks provided by the external API, real-time data comes from the NASDAQ stock exchange. User is able to compare different stocks, add them to their portfolio and track the total portfolio value in real-time which is displayed on "My Portfolio" page.

This is a group project, a full-stack web app using JavaScript and React front-end, Express server, and MongoDB database back-end.

Portfolio Tracker Application Demo

Discover page - view and search any available stock with real-time prices

View selected stock, read company description, view historical price performance

My Portfolio page

Project brief

A local trader has come to you with a portfolio of shares. She wants to be able to analyse it more effectively. She has a small sample data set to give you and would like you to build a Minimum Viable Product that uses the data to display her portfolio so that she can make better decisions.

MVP

A user should be able to:

• view total current value.
• view individual and total performance trends.
• retrieve a list of share prices from an external API and allow the user to add shares to her portfolio.
• View a chart of the current values in her portfolio.

Extensions

• View current share price of individual shareholdings.
• View average and total paid prices of individual shares in the portfolio.
• View a chart of total paid price, total value, profit, or loss.
• Implement a search box to find a specific stock from an external API.
• Temporarily add searched and selected stock to compare.
• Display line chart for share price performance over last 3 months.

API, Libraries, Resources

• https://financialmodelingprep.com/ (Requires an account)
• https://www.highcharts.com/ HighCharts is an open-source library for rendering responsive charts.
• https://reactjs.org/
• https://expressjs.com/
• https://www.mongodb.com/
• https://nodejs.org/en/

The project is built using:

• JavaScript
• React (front-end)
• Express (server)
• MongoDB (back-end)
• HTML / CSS
• Additional libraries used: HighCharts, Bootstrap The application is using Financial Modeling Prep API as a source of stock data: https://financialmodelingprep.com/developer/docs/

Project set up

Front-end (client)	Back-end (server)
npm install	npm install
npm start	npm run seeds
	npm run server:dev

To run this application locally, sign-up to get a free API key kere: https://financialmodelingprep.com/. Then inside client/src/services folder create a new file apikey.js. Inside this file insert the line from bellow adding your API key where indicated:

export const apikey = "API_key_here"
export const apikeyPH = "API_key_here"