https://github.com/hombre2014/portfolio-tracker

Track your portfolios performance online with real time data from API. Record your transactions and update the portfolio.
https://github.com/hombre2014/portfolio-tracker

finance-management portfolio ruby ruby-on-rails stock-market stocks-api tailwindcss

Last synced: 3 months ago
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Track your portfolios performance online with real time data from API. Record your transactions and update the portfolio.

• Host: GitHub
• URL: https://github.com/hombre2014/portfolio-tracker
• Owner: Hombre2014
• License: other
• Created: 2022-07-04T18:29:50.000Z (over 2 years ago)
• Default Branch: dev
• Last Pushed: 2024-01-09T19:38:13.000Z (about 1 year ago)
• Last Synced: 2024-10-04T17:24:13.176Z (3 months ago)
• Topics: finance-management, portfolio, ruby, ruby-on-rails, stock-market, stocks-api, tailwindcss
• Language: Ruby
• Homepage: https://yuriy-portfolio-tracker.herokuapp.com/
• Size: 7.45 MB
• Stars: 9
• Watchers: 3
• Forks: 1
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: license.md

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README

        
# Portfolio tracker

> A portfolio tracker you dreamed about!

## Description

Record all your transactions and watch your portfolio performance in real-time. It gives you detailed individual stock and total portfolio value, daily profit/loss, percentage profit/loss, realized profit/loss, and transaction cost.

You can create multiple portfolios and track the investments per portfolio but also have the big picture. See your total Net Worth. What is your gain today as a dollar value and as a percentage?

Get detailed information about your portfolio stocks (US market only). Read the latest company news and announcements, and look for insider trading and the company's earnings surprises.

## Live demo

[Portfolio tracker](https://yuriy-portfolio-tracker.herokuapp.com/)

## Deployment

Deployed using [Heroku](https://heroku.com/)

## Version

latest version: [1.5.6](https://github.com/Hombre2014/Portfolio-tracker/releases/tag/v.1.5.6)

## Tech Stack

Hombre2014/Portfolio-tracker is built on the following main stack:

-  [Twilio SendGrid](http://sendgrid.com) – Transactional Email

-  [Ruby](https://www.ruby-lang.org) – Languages

-  [Rails](http://rubyonrails.org/) – Frameworks (Full Stack)

-  [PostgreSQL](http://www.postgresql.org/) – Databases

-  [Puma](http://puma.io/) – Web Servers

-  [JavaScript](https://developer.mozilla.org/en-US/docs/Web/JavaScript) – Languages

-  [Devise](https://github.com/plataformatec/devise) – User Management and Authentication

-  [OmniAuth](https://github.com/intridea/omniauth) – User Management and Authentication

-  [Shell](https://en.wikipedia.org/wiki/Shell_script) – Shells

-  [Stylelint](http://stylelint.io/) – Code Review

-  [Bootsnap](https://github.com/shopify/bootsnap) – Ruby Utilities

-  [GitHub Actions](https://github.com/features/actions) – Continuous Integration

Full tech stack [here](/techstack.md)

## Usage

Run the following commands:

`git clone https://github.com/Hombre2014/Portfolio-tracker.git`

`cd Portfolio-tracker`

`bundle install`

`rails s`

Open a browser and go to: `https://localhost:3000` to view the app.

## Database setup

To start with clean database use:

`cd Portfolio-tracker`

`rails db:drop db:create db:migrate`

## Testing

`cd Portfolio-tracker`

run `rspec`

## Author

👤 **Yuriy Chamkoriyski**

- GitHub: [@Hombre2014](https://github.com/Hombre2014)

- Twitter: [@Chamkoriyski](https://twitter.com/Chamkoriyski)

- LinkedIn: [axebit](https://linkedin.com/in/axebit)

## Attribution

Special thanks to: 


Create account vector created by storyset - www.freepik.com, 


Login illustration vector created by storyset - www.freepik.com and 


Fintech vector created by pch.vector - www.freepik.com 


for the images used on the site.

## 🤝 Contributing

Contributions, issues, and feature requests are welcome!

Feel free to check the [issues page](https://github.com/Hombre2014/Portfolio-tracker/issues).

## Show your support

Give a ⭐️ if you like this project!

## 📝 License

This project is [Attribution-NonCommercial-NoDerivatives 4.0 International (CC BY-NC-ND 4.0)](./license.md) licensed.