Finance Tracker

A full-stack personal finance management application with real-time market data integration, automated portfolio tracking, and comprehensive financial analytics.

System Architecture

graph TB
    %% Frontend Layer
    UI[React Frontend<br/>TypeScript + Tailwind CSS]
    
    %% API Gateway
    API[Spring Boot API<br/>REST Endpoints]
    
    %% Service Layer
    subgraph Services["Service Layer"]
        IS[Investment Service]
        SS[SIP Service]  
        ES[Expense Service]
        LS[Loan Service]
        PS[Price Service]
    end
    
    %% Data Layer
    DB[(PostgreSQL<br/>Database)]
    
    %% Scheduler Layer
    subgraph Schedulers["Automated Schedulers"]
        PU[Price Updates<br/>4x Daily]
        NU[NAV Updates<br/>4x Daily]
        SI[SIP Processing<br/>Monthly]
        LU[Loan Updates<br/>Daily]
    end
    
    %% External APIs
    subgraph External["External APIs"]
        YF[Yahoo Finance<br/>Stock Prices]
        AM[AMFI<br/>Mutual Fund NAV]
        TD[Twelve Data<br/>Backup API]
    end
    
    %% Connections
    UI -->|HTTP/REST| API
    API --> Services
    Services --> DB
    
    %% Scheduler connections
    PU --> PS
    NU --> SS
    SI --> SS
    LU --> LS
    
    %% External API connections
    PS -->|Primary| YF
    PS -->|Fallback| TD
    SS --> AM
    
    %% Styling
    classDef frontend fill:#e1f5fe,color:#000000
    classDef backend fill:#f3e5f5,color:#000000
    classDef database fill:#e8f5e8,color:#000000
    classDef scheduler fill:#fff3e0,color:#000000
    classDef external fill:#fce4ec,color:#000000
    
    class UI frontend
    class API,Services backend
    class DB database
    class Schedulers,PU,NU,SI,LU scheduler
    class External,YF,AM,TD external

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Tech Stack

Backend: Spring Boot 3.4.5, Java 21, PostgreSQL, Spring Data JPA, Maven
Frontend: React 18, TypeScript, Vite, Tailwind CSS, Recharts
APIs: Yahoo Finance (stocks), AMFI (mutual funds), Twelve Data (backup)

Key Features

• Real-time Portfolio Tracking: Automated price updates 4x daily
• SIP Management: Monthly automated investment processing with NAV tracking
• Expense Analytics: Categorized spending analysis with visualizations
• Loan Calculator: EMI tracking with balance updates
• Data Export: PDF/Excel report generation
• API Failover: Dual API integration for high reliability

Quick Start

Prerequisites

• Java 21+, Node.js (LTS), Maven 3.6+, PostgreSQL

Backend Setup

git clone <repository-url>
cd Finance_Tracker-API

# Configure application.properties
spring.datasource.url=jdbc:postgresql://localhost:5432/finance_tracker
spring.datasource.username=your_username
spring.datasource.password=your_password
twelvedata.api.key=your_api_key_here  # Optional

./mvnw spring-boot:run  # Starts on :8080

Frontend Setup

cd Finance_Tracker-UI
npm install
npm run dev  # Starts on :5173

API Endpoints

Endpoint	Method	Description
/api/investments	GET/POST	Portfolio management
/api/investments/summary	GET	Portfolio overview
/api/sips	GET/POST	SIP tracking
/api/expenses	GET/POST	Expense management
/api/loans	GET/POST	Loan calculations

Automated Schedulers

@Scheduled(cron = "0 0 9,12,15,18 * * *")  // Price Updates
@Scheduled(cron = "0 0 9 1 * *")           // Monthly SIP Processing
@Scheduled(cron = "0 0 0 * * *")           // Daily Loan Updates

External API Integration

Yahoo Finance: Real-time stock prices with automatic symbol formatting (RELIANCE → RELIANCE.NS)
AMFI: Official mutual fund NAV data via CSV parsing
Twelve Data: Backup API with NSE/BSE support and rate limiting

Production Build

# Backend
./mvnw clean package -Pprod

# Frontend
npm run build

Configuration

Development: H2 in-memory database
Production: PostgreSQL with connection pooling
Scheduling: Configurable cron expressions for different market timings
Rate Limiting: 10s delays for Yahoo Finance, 8s for Twelve Data

Performance Features

• API response caching for NAV data
• Batch processing for portfolio updates
• Database indexing for optimized queries
• Connection pooling for efficient DB access
• Exponential backoff for API failures

License

MIT License - Built for better financial management and investment tracking