Investory

A full-featured personal investment portfolio tracker with quantitative analysis, strategy backtesting, and an AI-powered investment assistant.

Supports A-shares (Shanghai/Shenzhen), Hong Kong stocks, and US equities with multi-currency P&L tracking.

---

Features

Portfolio Management

• Multiple independent portfolios per user
• BUY / SELL / TRANSFER_IN / TRANSFER_OUT transactions
• Dividend recording with per-share amount tracking
• Cash balance breakdown by currency (CNY / HKD / USD)
• Closed positions history

Dashboard

• Total asset value curve with selectable time ranges (1M / 6M / 1Y / all / custom)
• Today's P&L and cumulative P&L summary cards
• Position allocation — toggle between pie chart and word cloud
• P&L ranking across holdings — cumulative or daily

Holdings & Watchlist

• Drag-to-reorder watchlist
• 30-day price sparkline per stock
• Optional quantitative columns: Beta, volatility, historical percentile
• Inline distinction between held positions and watched-only stocks

Market Overview

• Interactive world map with country-level index performance coloring
• Live indices: Shanghai Composite, Hang Seng, S&P 500 and more
• Real-time exchange rates (CNY / HKD / USD)
• Geolocated news pins (finance / geopolitics) with click-through links

P&L Calendar

• Yearly heat-map grid (12 months) and monthly day-level calendar
• Color intensity mapped to P&L amount or return percentage
• Click any cell for a breakdown: per-stock contribution and transactions that day

Quantitative Analysis

• Risk tab: portfolio style diagnosis (growth / value / defensive), weighted Beta, allocation chart, optimization recommendations
• Backtest tab:
  • Simple rule builder — SMA, EMA, RSI, MACD, Bollinger Bands, Volume, KDJ, stop-loss, take-profit conditions
  • Advanced Python strategy editor for custom logic
  • Real-time progress stream during backtest execution (SSE)
  • Equity curve with buy/sell markers, Sharpe ratio, max drawdown, win rate, profit factor

AI Assistant — Guanlan

• Floating chat panel with multi-turn conversation
• Streaming token-by-token responses via SSE
• Deep thinking mode for complex analysis
• Tool use: can trigger portfolio analysis and backtests mid-conversation
• Saves AI-generated strategies directly to the backtest library
• Configurable provider: Alibaba Cloud Bailian (default, qwen-plus), OpenAI, DeepSeek, Moonshot, Zhipu GLM, Anthropic Claude, or any OpenAI-compatible endpoint

Settings

• Light / dark / system theme
• Color scheme: red-up/green-down (A-share convention) or green-up/red-down (international)
• Base currency selection
• Avatar upload
• Password change and account deletion

Admin Panel

• Live database status: table sizes, stock counts, price row counts per market
• Data crawler control: start / pause / resume / stop per market
• Crawl history audit log
• User management: list, delete, impersonate

---

Tech Stack

Backend

Language	Java 17
Framework	Spring Boot 3.3.5
Database	MySQL (JdbcTemplate — no ORM)
JSON	Gson 2.10.1
Password hashing	jBCrypt 0.4
Pinyin search	Pinyin4j 2.5.1
Build	Maven 3.x

Frontend

Framework	React 19
Language	TypeScript
Build tool	Vite 8
Routing	React Router 7
Styling	Tailwind CSS 4
Component primitives	Radix UI
Charts	Recharts 3 · ECharts 6
Animation	Framer Motion 12
Icons	Lucide React

The Maven build automatically compiles the frontend (tsc -b && vite build) and copies the output into backend/src/main/resources/static/ before packaging the JAR.

---

Project Structure

investory/
├── backend/
│   ├── pom.xml
│   └── src/main/java/com/investory/
│       ├── InvestoryApplication.java
│       ├── controller/
│       │   ├── api/          # REST endpoints
│       │   └── page/         # Thymeleaf page controllers
│       ├── dao/              # JdbcTemplate repositories
│       ├── service/
│       ├── model/
│       ├── crawler/          # Scheduled market data crawlers
│       └── config/
└── frontend/
    ├── package.json
    ├── vite.config.ts
    └── src/
        ├── pages/            # Dashboard, Holdings, Transactions, Market, Quant, ...
        ├── components/       # Layout, ChatPanel, CloudChart, ui/*
        ├── hooks/            # useAuth, useSettings, useTheme
        ├── services/api.ts
        └── types/index.ts

---

Getting Started

Prerequisites

• Java 17
• Maven 3.9+
• Node.js 20+ / npm
• MySQL 8

Database

Create a schema and update credentials in backend/src/main/resources/application.properties:

CREATE DATABASE investory_db CHARACTER SET utf8mb4;

Run in development

Full stack via Spring Boot:

export JAVA_HOME=/path/to/jdk-17
mvn -f backend/pom.xml spring-boot:run -DskipTests

Frontend hot-reload (Vite dev server):

cd frontend && npm install && npm run dev
# → http://localhost:5173/investory/
# API calls are proxied to localhost:8080

Build production JAR

mvn -f backend/pom.xml package -DskipTests
java -jar backend/target/investory.jar

App is served at https://localhost:8443/investory/.

---

API Overview

Group	Endpoints
Auth	GET /api/session · POST /api/password · DELETE /api/account
Portfolios	CRUD /api/portfolios · POST /api/portfolio/refresh
Dashboard	GET /api/dashboard · GET /api/cash · GET /api/closed-positions
Holdings	GET /api/holdings
Transactions	CRUD /api/transactions
Dividends	CRUD /api/dividends
Stocks	GET /api/search · GET /api/quote/{symbol} · GET /api/chart · GET /api/stocks/{symbol}
P&L	GET /api/daily-detail · GET /api/monthly-detail
Watchlist	CRUD /api/watchlist · PUT /api/watchlist/reorder
Market	GET /api/market/indices · /exchange-rates · /news
Quant	GET /api/quant/holdings-metrics · /portfolio-style · /portfolio-scenario
Backtest	CRUD /api/backtest/strategies · POST /api/backtest/start · GET /api/backtest/stream (SSE)
AI	POST /api/ai/chat · GET /api/ai/stream (SSE) · GET/POST /api/ai/settings
Admin	/api/admin/status · /users · /crawl-history · /crawl/{market}

---

License

MIT