Taxify

What is it?

It's a financial portfolio tracking app that allows you to input investment transactions that you have made and calculates your portfolio history.

How to run it (the easier way)

If you have docker, you can just cd into the home directory and run docker-compose up

How to run it (the harder way)

We need to enable both the backend and the frontend.

Backend

1. In one terminal, cd into /backend
2. Install requirements using

   pip install -r requirements.txt
   

3. Set the flask app using

   export FLASK_APP="api.py"
   

4. Start the backend using

   flask run
   

Frontend

1. In another terminal cd into /frontend
2. Install all packages using

   npm install
   

3. Start the frontend using

   npm start
   

You can now go to localhost:3000/transactions in your browser to check it out.

TODO:

• Reopoen closed transaction
• Implement position browser (click on position => graph adjusts to only that position)
• Dockerise
• Make home page
• Build Custom date range input for PotfolioBrowser
• Make tables frontend sortable
• Infer investment currency from ticker