https://github.com/gregolive/portfolio-tracker

An app to track your stock holdings.
https://github.com/gregolive/portfolio-tracker

ejs express nodejs

Last synced: 17 days ago
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An app to track your stock holdings.

• Host: GitHub
• URL: https://github.com/gregolive/portfolio-tracker
• Owner: gregolive
• Created: 2022-04-13T09:16:56.000Z (over 2 years ago)
• Default Branch: main
• Last Pushed: 2022-05-13T08:28:17.000Z (over 2 years ago)
• Last Synced: 2023-07-25T07:27:40.201Z (over 1 year ago)
• Topics: ejs, express, nodejs
• Language: EJS
• Homepage: https://tendies-trackr.herokuapp.com/
• Size: 1.07 MB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md

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README

        
# Tendies Tracker

Keep track of your investment gains or ***tendies*** with this stock portfolio tracker app inspired by [WallStreetBets](https://www.reddit.com/r/wallstreetbets/).

[Live demo](https://tendies-trackr.herokuapp.com/) 👈

## Features

- Real-time stock data via the [finnhub API](https://finnhub.io/)

- User authentication via local strategy from [Passport.js](http://www.passportjs.org/)

- Data storage via [MongoDB](https://www.mongodb.com/) and [Moongoose](https://mongoosejs.com/)

- CRUD actions for portfolios and transactions

- Portfolio statistics (daily gain, holding growth, etc.) provided to the user on home and portfolio pages

## Functionality

- When a user signs up they are first able to build a new portfolio with a name

- Once a portfolio is created transactions can be added to the portfolio so that it's holdings can be tracked

- Transactions must include a date, stock ticker, shares traded, the average price per share, and the type of transaction (buy/sell)

- Get requests are made to the finnhub API using the portfolio's holdings's stock tickers to get current price and company details (this is currently limited to the index and portfolio detail views only due finnhub's 60req/min rate limit with a free API key)

- On certain pages, popup session messages implemented with express-session provide feedack to the user (sign up complete, successfuly update data, etc.)

- If a user deletes a portfolio, the associated transactions are also deleted, while deleting a user profile removes both the associated portfolio and any transactions

## Screenshots