Description

A web application for visualization and analysis of the user's personal investment portfolio.

• User can add a several financial asset to his profile(3500+ asset from exchange NYSE).
• The application will automatically update the stock price every business hour of the exchange.
• The application will automatically create/update a graph, diagram and table with securities that are in the portfolio.
• The ability to select individual assets of the portfolio, while creating a 'category' (For example: oil and gas industry, banking sector, etc.).
• The graph, chart, and asset table correspond to the selected category.

Registration page

Login page

Add new financial asset

• Search for the name of the company that you wanted to add to your portfolio.

• Select the required number of securities :)

Visualization

Graph, diagram, table will automatically create.

But you gonna wait one business hour of the exchange to see your price value in the portfolio.

Graph

• You can change the period from the moment of purchase to the present time.
• You can hide a several tickers if you want, just use a buttons under graph.

Diagram

• Diagram showing the structure depends of current price the invest portfolio
• if you hover over one asset, the app will show the percentage and number of shares inside the chart

Table

• The table will show full info about your assets
• You could edit a asset. To do this, use a colon at the end of each ticker.

Category

• To create new category you gonna choose a several assets
• Then select the category you need

About Technologies

Backend(https://github.com/pichkasik): Java(11), Spring Boot, Spring Security, Maven, PostgersSQL, Hibernate(JPA), Jackson, Lombok, Mockito.

Frontend(https://github.com/MinisterAkasha): ReactJS, Redux, Redux-thunk, Axios, Styled-component, Canvas, Rest-api.