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A portfolio management dashboard that integrates banks, brokers, CEXes, and chains into a unified platform.

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Portfolio

License: MIT Next.js TypeScript Tailwind CSS

A portfolio management dashboard that integrates banks, brokers, CEXes, and chains into a unified platform.

Features

  • Portfolio Tracking

    • LIVE NOW: Chain Integrations (Solana, Aptos, Sui)
    • LIVE NOW: CEX Integrations (Kraken, Gemini)
    • COMING SOON: Broker and Bank Integrations (via Plaid)
  • Portfolio Management

    • LIVE NOW: Balance tracking across all assets
    • COMING SOON: Aggregated Transaction history
    • COMING SOON: Tax documentation automation
    • COMING SOON: Transfers, Deposits, Withdrawals, Swaps, etc.
  • Real-Time Data

    • LIVE NOW: Live Market Data Integration (via Finnhub & CMC)
    • LIVE NOW: Interactive Charts & Graphs
    • COMING SOON: Price Alerts & Notifications

Getting Started

Prerequisites

  • Node.js (v18 or higher)
  • npm (comes with Node.js)
  • API keys and wallets configured in .env.local

Installation

  1. Clone the repository:
git clone https://github.com/zacharyr0th/portfolio.git
cd portfolio
  1. Install dependencies:
npm install
  1. Copy the environment variables file:
cp .env.example .env.local
  1. Configure your environment variables in .env.local

  2. Start the development server:

npm run dev

.env.local Configuration

The following API keys and configurations are required:

Blockchains

Market Data APIs

CEXes

Wallets

  • SOLANA_WALLET_x=public-key
  • APTOS_WALLET_x=public-key
  • SUI_WALLET_x=public-key

Each wallet added with the above format will be automatically detected and added to the portfolio.

See .env.example for all required environment variables.

Development

  • npm run dev - Start development server
  • npm run build - Build production bundle
  • npm run reset - Clean install (removes node_modules, clears cache, and reinstalls)

See package.json for all available scripts.

Integration Guidelines

Portfolio is designed to be extensible, with the ability to add as many blockchains and CEXes as possible.

Quick Links

Blockchain Examples:

Exchange Examples:

Contributing

Contributions are welcome - please follow these steps:

  1. Fork the repository
  2. Create your feature branch (git checkout -b feature/NewFeature)
  3. Commit your changes (git commit -m 'Add some NewFeature')
  4. Push to the branch (git push origin feature/NewFeature)
  5. Open a Pull Request

When adding a new integration:

  1. Follow the appropriate guide (Chains or CEX)
  2. Use existing implementations as references
  3. Ensure all checklist items are completed

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A portfolio management dashboard that integrates banks, brokers, CEXes, and chains into a unified platform.

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