Portfolio Manager

PortfolioManager is a tool to provide objective insights into your portfolio

Server

Contains the server infrastructure. We have several executables: feeder: Feeder is the main program. It takes a list of exchanges and a configuration file controlFeedConfig: utility to generate the configuration of the controlFeed

config

Contains all configurations files for the backend to run

Architecture

3 servers are involved: . The session manager which runs a react webapp managing user sessions and able to start/stop/run the infrastructure. . The compute server which runs the jupiter notebooks and the database update process. . The SQL Server database server, keeping track of the database update processes.

Session Manager

It runs: . A REST API to start/stop the underlying infrastructure . A REACT "startapp" which provides the user interface in front of the API

REST API

This in happening in frontend/api. Read the README there.

Startapp

This is happening in fronend/startapp. Read the README there.

Compute server

It runs jupyter server. This is happening in frontend/lab. See README under the lab directory

Roadmap:

• Notebook to demonstrate tags and selections
• Support my portfolio
• Save and Load portfolio and portfolio groups

• Support dated transactions
• Create the API documentation and publish it
• Alert capabilities on relative/absolute profit and losses
• Daily report (value, breakdowns, p&ls)
• Create an environment per user
• User registration capability
• Feedback/Request for improvement section in UI
• Post pilot on french finance forum

TODOs:

Should do

• Setup the daily update process with a report being emailed daily

Possible improvements

• Avoid API calls if we are trying to update data which is already loaded in the database
• Check the integrity of the price data