Manage all your investments in one place

View App · Documentation · Report Bug · Request Feature

📔 Table of Contents

• 💸 About the Project
  • 📄 Project board
  • 🧨 Tech Stack
  • 🪨 Milestones
• 🛠 Getting Started
  • 🧰 Prerequisites
  • ⚙ Installation
  • 🧷 Environment Variables
  • 🏃 Run Locally
  • 💥 Deployment

💸 About the Project

In the application you can create your custom investment model portfolio, add your financial instruments like: stocks, bonds, crypto, deposits and saving acconuts, select the interval you want to update instruments worth and provide a new values. The algorithm calculates deviation from the model you provide before, tells you how to rebalance the instruments of the portfolio and shows summary. You can admire how your savings grow 📈

📄 Project board

🧨 Tech Stack

Client

• Typescript
• Vitejs
• React.js
• Tailwind
• shadcn/ui
• i18next
• React Router
• Radix

Server

• Typescript
• Nest.js
• Apollo
• JWT
• Sendgrid
• GraphQL

Database

• PostgreSQL
• Prisma
• Redis

DevOps

• Docker
• OVH Cloud
• Vercel
• Turborepo
• Github Actions

🪨 Milestones

• Setup app/deployment
• Signin, Signup, Authentication
• Cash accounts page
• Mobile hub
• Portfolio page
• History page
• Dashboard page
• Transactions page
• My profile/Settings page
• Importing gov bonds from official polish govermant page

🛠 Getting Started

🧰 Prerequisites

This project uses pnpm as package manager and docker to run the application locally.

⚙️ Installation

Install funds-tracker with pnpm

  $ pnpm install
  $ pnpm comose

🧷 Environment Variables

Duplicate .env.example file for each root, webapp and webserver catalog and fill keys with given values

🏃 Run Locally

Start dev server

  $ pnpm dev

Start webapp

  $ pnpm dev:webapp

Start api

  $ pnpm dev:api

💥 Deployment

To deploy this project just push the changes to your remote branch, create Pull Request, wait for CI/CD to be done and merge to main.