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https://github.com/harrydulaney/pfolie

Open-source investment portfolio manager with beautiful analytics dashboards, charting, and asset tracking.
https://github.com/harrydulaney/pfolie

cryptocurrency finance financial-markets fintech portfolio trading

Last synced: about 1 month ago
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Open-source investment portfolio manager with beautiful analytics dashboards, charting, and asset tracking.

Host: GitHub
URL: https://github.com/harrydulaney/pfolie
Owner: HarryDulaney
License: other
Created: 2022-06-19T21:52:04.000Z (over 2 years ago)
Default Branch: main
Last Pushed: 2024-08-10T04:29:27.000Z (5 months ago)
Last Synced: 2024-08-10T05:29:57.540Z (5 months ago)
Topics: cryptocurrency, finance, financial-markets, fintech, portfolio, trading
Language: TypeScript
Homepage:
Size: 13.8 MB
Stars: 9
Watchers: 2
Forks: 3
Open Issues: 12
Metadata Files:
- Readme: readme.md
- License: LICENSE.md

Awesome Lists containing this project

README

        


  

    

  





  

### Pfolie is a suite of web-based investment and financial portfolio tools. Pfolie provides a portal for investors to interact with real-time data about financial markets through a flexible next generation analytics dashboard. The current focus is on cryptocurrency price and market sentiment but tools for traditional financial markets are in development.**



![](.attachments/images/readme-pic-1.png)

 

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## **Build With:**

- #### Angular 15+

- #### Node.js

- #### Express.js

- #### PostgreSQL

- #### Firebase

- #### CoinGecko API

- #### Highcharts

- #### Chart.js

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## **Features:**

 - #### Watchlist and asset tracking

 - #### Portfolio tracking with visual insights 

 - #### Quick search individual asset and market data

 - #### Real-Time view of asset prices

 - #### Market and Exchange snapshots

 - #### News from multiple sources

 - #### Article reader

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### **Beautiful analytics dashboard**

![](.attachments/images/readme-pic-1.png)

![](.attachments/images/top-crypto-by-market-cap.png)

![](.attachments/images/top-trending.png)

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### **Quick Search** ![](.attachments/images/readme-pic-quick-search.png)

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### **Real-Time price and volume charts** 

![](.attachments/images/readme-pic-3.png)

![](.attachments/images/volume-charts.png)

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#### Full Screen Price +  Volume Charts + Market Share Charts

![](.attachments/images/Full-screen-price-charts.png)

![](.attachments/images/Full-screen-market-charts.png)

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### **Create multiple watchlists**

![](.attachments/images/watch-list-preview.png)

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 ## **Build and track your portfolio** 

 ![](.attachments/images/build-your-portfolio.png)

 ![](.attachments/images/build-your-portfolio-action.png)

 ![](.attachments/images/edit-transations.png)

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 ## **Manage multiple portfolios** 

  ![](.attachments/images/multiple-portfolios.png)

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 ## **Awesome mobile experience** 

 

 

    

    

    



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### Trending articles multiple news sources

![](.attachments/images/readme-news.png)

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## License


This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivs 3.0 Unported License.

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## **Development**:

### **Requiements**:

- **Angular 15+ (to support standalone components)**

- **Create the following files:**

  - **API env varibles file**:

    - **../api/.env**

      - **APP_API_ROOT**=http://localhost:8080/api

      - **DATABASE_URL**={postgres-sql-connection-string}

      - **CORS_CONFIG**=https://coinetc.herokuapp.com,https://pfolie.com,https://www.pfolie.com

      - **CORS_CONFIG_LOCAL**=http://localhost:4200,http://localhost:8080

  - **The front-end env variable file:** 

    - **Create your own or reach out the project owners for dev env variables**

    - **./.env (in project root)**

      - **NG_APP_FB_API_KEY**=

      - **NG_APP_FB_AUTH_DOMAIN**=

      - **NG_APP_FB_DATABASE_URL**=

      - **NG_APP_FB_PROJECT_ID**=

      - **NG_APP_FB_STORAGE_BUCKET**=

      - **NG_APP_FB_MESSAGING_SENDER_ID**=

      - **NG_APP_FB_APP_ID**=

      - **NG_APP_FB_MEASUREMENT_ID**=

      - **NG_APP_CG_API_KEY**=

## **Run Local (Starts API and Front-end)**

 - **npm run start:local:all**