Skip to content

Track your portfolios performance online with real time data from API. Record your transactions and update the portfolio.

License

Notifications You must be signed in to change notification settings

Hombre2014/Portfolio-tracker

Repository files navigation

Portfolio tracker

A portfolio tracker you dreamed about!

Description

Record all your transactions and watch your portfolio performance in real-time. It gives you detailed individual stock and total portfolio value, daily profit/loss, percentage profit/loss, realized profit/loss, and transaction cost. You can create multiple portfolios and track the investments per portfolio but also have the big picture. See your total Net Worth. What is your gain today as a dollar value and as a percentage? Get detailed information about your portfolio stocks (US market only). Read the latest company news and announcements, and look for insider trading and the company's earnings surprises.

Live demo

Portfolio tracker

Deployment

Deployed using Heroku

Version

latest version: 1.5.6

Tech Stack

Hombre2014/Portfolio-tracker is built on the following main stack:

Full tech stack here

Usage

Run the following commands:
git clone https://github.com/Hombre2014/Portfolio-tracker.git
cd Portfolio-tracker
bundle install
rails s
Open a browser and go to: https://localhost:3000 to view the app.

Database setup

To start with clean database use:

cd Portfolio-tracker
rails db:drop db:create db:migrate

Testing

cd Portfolio-tracker
run rspec

Author

👤 Yuriy Chamkoriyski

Attribution

Special thanks to:
Create account vector created by storyset - www.freepik.com,
Login illustration vector created by storyset - www.freepik.com and
Fintech vector created by pch.vector - www.freepik.com
for the images used on the site.

🤝 Contributing

Contributions, issues, and feature requests are welcome!

Feel free to check the issues page.

Show your support

Give a ⭐️ if you like this project!

📝 License

This project is Attribution-NonCommercial-NoDerivatives 4.0 International (CC BY-NC-ND 4.0) licensed.