https://github.com/frostrain5015/investory
Multi-market portfolio tracker with quant analytics, backtesting & AI copilot.
https://github.com/frostrain5015/investory
data-analysis finance investment
Last synced: 6 days ago
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Multi-market portfolio tracker with quant analytics, backtesting & AI copilot.
- Host: GitHub
- URL: https://github.com/frostrain5015/investory
- Owner: Frostrain5015
- License: mit
- Created: 2026-05-19T01:22:14.000Z (about 1 month ago)
- Default Branch: master
- Last Pushed: 2026-06-12T11:46:02.000Z (6 days ago)
- Last Synced: 2026-06-12T13:23:48.876Z (6 days ago)
- Topics: data-analysis, finance, investment
- Language: Python
- Homepage:
- Size: 33.1 MB
- Stars: 2
- Watchers: 0
- Forks: 0
- Open Issues: 0
-
Metadata Files:
- Readme: README.md
- License: LICENSE
- Agents: AGENTS.md
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README
**[English](./README.md) | [中文](./README_zh-CN.md)**
# Investory
A full-featured personal investment portfolio tracker with quantitative analysis, strategy backtesting, and an AI-powered investment assistant.
Supports A-shares (Shanghai/Shenzhen), Hong Kong stocks, and US equities with multi-currency P&L tracking.
---
## Features
### Portfolio Management
- Multiple independent portfolios per user
- BUY / SELL / TRANSFER_IN / TRANSFER_OUT transactions
- Dividend recording with per-share amount tracking
- Cash balance breakdown by currency (CNY / HKD / USD)
- Closed positions history
### Dashboard
- Total asset value curve with selectable time ranges (1M / 6M / 1Y / all / custom)
- Today's P&L and cumulative P&L summary cards
- Position allocation — toggle between pie chart and word cloud
- P&L ranking across holdings — cumulative or daily
### Holdings & Watchlist
- Drag-to-reorder watchlist
- 30-day price sparkline per stock
- Optional quantitative columns: Beta, volatility, historical percentile
- Inline distinction between held positions and watched-only stocks
### Market Overview
- Interactive world map with country-level index performance coloring
- Live indices: Shanghai Composite, Hang Seng, S&P 500 and more
- Real-time exchange rates (CNY / HKD / USD)
- Geolocated news pins (finance / geopolitics) with click-through links
### P&L Calendar
- Yearly heat-map grid (12 months) and monthly day-level calendar
- Color intensity mapped to P&L amount or return percentage
- Click any cell for a breakdown: per-stock contribution and transactions that day
### Quantitative Analysis
- **Risk tab**: portfolio style diagnosis (growth / value / defensive), weighted Beta, allocation chart, optimization recommendations
- **Backtest tab**:
- Simple rule builder — SMA, EMA, RSI, MACD, Bollinger Bands, Volume, KDJ, stop-loss, take-profit conditions
- Advanced Python strategy editor for custom logic
- Real-time progress stream during backtest execution (SSE)
- Equity curve with buy/sell markers, Sharpe ratio, max drawdown, win rate, profit factor
### AI Assistant — Guanlan
- Floating chat panel with multi-turn conversation
- Streaming token-by-token responses via SSE
- Deep thinking mode for complex analysis
- Tool use: can trigger portfolio analysis and backtests mid-conversation
- Saves AI-generated strategies directly to the backtest library
- Configurable provider: Alibaba Cloud Bailian, OpenAI, DeepSeek, Moonshot, Zhipu GLM, Anthropic Claude, or any OpenAI-compatible endpoint
### Settings
- Light / dark / system theme
- Color scheme: red-up/green-down (A-share convention) or green-up/red-down (international)
- Base currency selection
- Avatar upload
- Password change and account deletion
### Admin Panel
- Live database status: table sizes, stock counts, price row counts per market
- Data crawler control: start / pause / resume / stop per market
- Crawl history audit log
- User management: list, delete, impersonate
---
## Tech Stack
### Backend
| | |
|---|---|
| Language | Java 17 |
| Framework | Spring Boot 3.3.5 |
| Database | MySQL (JdbcTemplate — no ORM) |
| JSON | Gson 2.10.1 |
| Password hashing | jBCrypt 0.4 |
| Pinyin search | Pinyin4j 2.5.1 |
| Build | Maven 3.x |
### Frontend
| | |
|---|---|
| Framework | React 19 |
| Language | TypeScript |
| Build tool | Vite 8 |
| Routing | React Router 7 |
| Styling | Tailwind CSS 4 |
| Component primitives | Radix UI |
| Charts | Recharts 3 · ECharts 6 |
| Animation | Framer Motion 12 |
| Icons | Lucide React |
### Desktop
| | |
|---|---|
| Framework | Electron 33 |
| Auto-update | electron-updater |
| Build tool | electron-builder |
### Python Scripts
| | |
|---|---|
| Runtime | Python 3.8+ |
| Data fetching | Yahoo Finance, Sina Finance, East Money |
| AI Agent | Custom agent framework with tool use |
| Backtesting | Custom backtest engine |
---
## Project Structure
```
investory/
├── backend/ # Spring Boot (Maven)
│ ├── pom.xml # parent: spring-boot-starter-parent 3.3.5, Java 17
│ ├── src/main/java/com/investory/
│ │ ├── InvestoryApplication.java # main class, @SpringBootApplication
│ │ ├── controller/ # page controllers + api/ REST controllers
│ │ ├── dao/ # @Repository + JdbcTemplate (via BaseDao)
│ │ ├── service/ # @Service
│ │ ├── model/ # POJOs
│ │ ├── crawler/ # @Component, @Scheduled
│ │ └── config/ # WebConfig (interceptors, static resources)
│ └── src/main/resources/
│ ├── application.properties # datasource, server.servlet.context-path=/investory
│ ├── templates/ # Thymeleaf HTML
│ └── static/ # built frontend output (Vite writes here)
├── frontend/
│ ├── package.json # scripts: dev, build (tsc -b && vite build)
│ ├── vite.config.ts # proxy /investory → localhost:8443, base: /investory/
│ └── src/
│ ├── pages/ # Dashboard, Holdings, Transactions, PnlCalendar, StockDetail, Portfolio, Settings
│ ├── components/ # Layout, CloudChart, ui/*
│ ├── hooks/ # useAuth, useSettings
│ ├── services/api.ts # API client (prefix /investory)
│ └── types/index.ts # TypeScript interfaces
├── desktop/
│ ├── main.js # Electron main process
│ ├── preload.js # Preload script (context isolation)
│ ├── package.json # electron-builder configuration
│ └── assets/ # App icons and installer images
└── script/
├── ai_agent.py # AI investment assistant (Guanlan)
├── backtest_engine.py # Strategy backtesting engine
├── fetch_stocks.py # Market data crawler (A-shares, HK, US)
├── fetch_news.py # Financial news aggregator
├── analyze_quant.py # Quantitative analysis
├── portfolio_style_analyzer.py # Portfolio style diagnosis
├── optimizer.py # Portfolio optimization
├── config.ini # Configuration (copy from config.ini.example)
└── agent_skills/ # AI agent tool definitions
```
---
## Live Demo
The project is deployed on a cloud server. You can access it directly at:
**https://116.62.179.231:8443/investory/**
> **Note**: The server uses a self-signed SSL certificate. Your browser may show a security warning — click "Advanced" → "Proceed" to continue.
---
## Getting Started
### Prerequisites
- Java 17
- Maven 3.9+
- Node.js 20+ / npm
- Python 3.8+
- MySQL 8
### Database
Create a schema and update credentials in `backend/src/main/resources/application.properties`:
```sql
CREATE DATABASE investory_db CHARACTER SET utf8mb4;
```
### Backend (Spring Boot)
The Maven build automatically compiles the frontend (`tsc -b && vite build`) and copies the output into `backend/src/main/resources/static/` before packaging the JAR.
**Full stack build + run:**
```bash
export JAVA_HOME=/path/to/jdk-17
mvn -f backend/pom.xml spring-boot:run -DskipTests
```
**Build production JAR:**
```bash
mvn -f backend/pom.xml package -DskipTests
java -jar backend/target/investory.jar
```
App is served at `https://localhost:8443/investory/`.
### Frontend (Vite)
**Development (hot-reload):**
```bash
cd frontend
npm install
npm run dev
# → http://localhost:5173/investory/
# API calls are proxied to localhost:8443
```
**Build only:**
```bash
cd frontend
npm run build
# Output goes to ../backend/src/main/resources/static/
```
### Python Scripts
Install dependencies:
```bash
cd script
pip install -r requirements.txt
```
Configure database and proxy settings:
```bash
cp config.ini.example config.ini
# Edit config.ini with your MySQL credentials and proxy settings
```
Run market data crawler:
```bash
python fetch_stocks.py --market a # A-shares
python fetch_stocks.py --market hk # Hong Kong
python fetch_stocks.py --market us # US stocks
```
Run AI assistant:
```bash
python ai_agent.py
```
### Desktop (Electron)
**Development:**
```bash
cd desktop
npm install
npm run build:frontend # Build frontend for Electron
npm start # Launch Electron app
```
**Build installer:**
```bash
cd desktop
npm run build:exe # Build NSIS installer (.exe)
npm run build:msi # Build MSI installer
```
---
## API Overview
| Group | Endpoints |
|---|---|
| Auth | `GET /api/session` · `POST /api/password` · `DELETE /api/account` |
| Portfolios | CRUD `/api/portfolios` · `POST /api/portfolio/refresh` |
| Dashboard | `GET /api/dashboard` · `GET /api/cash` · `GET /api/closed-positions` |
| Holdings | `GET /api/holdings` |
| Transactions | CRUD `/api/transactions` |
| Dividends | CRUD `/api/dividends` |
| Stocks | `GET /api/search` · `GET /api/quote/{symbol}` · `GET /api/chart` · `GET /api/stocks/{symbol}` |
| P&L | `GET /api/daily-detail` · `GET /api/monthly-detail` |
| Watchlist | CRUD `/api/watchlist` · `PUT /api/watchlist/reorder` |
| Market | `GET /api/market/indices` · `/exchange-rates` · `/news` |
| Quant | `GET /api/quant/holdings-metrics` · `/portfolio-style` · `/portfolio-scenario` |
| Backtest | CRUD `/api/backtest/strategies` · `POST /api/backtest/start` · `GET /api/backtest/stream` (SSE) |
| AI | `POST /api/ai/chat` · `GET /api/ai/stream` (SSE) · `GET/POST /api/ai/settings` |
| Admin | `/api/admin/status` · `/users` · `/crawl-history` · `/crawl/{market}` |
---
## License
MIT