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https://github.com/jonas-scholz123/do-my-taxes

Does my taxes
https://github.com/jonas-scholz123/do-my-taxes

Last synced: 4 months ago
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Does my taxes

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README

        

# Taxify







## What is it?
It's a financial portfolio tracking app that allows you to input investment transactions that you have made and calculates your portfolio history.

## How to run it (the easier way)
If you have docker, you can just cd into the home directory and run
```
docker-compose up
```

## How to run it (the harder way)
We need to enable both the backend and the frontend.

### Backend
1. In one terminal, `cd` into /backend
2. Install requirements using
```
pip install -r requirements.txt
```
3. Set the flask app using
```
export FLASK_APP="api.py"
```
4. Start the backend using
```
flask run
```

### Frontend
1. In another terminal `cd` into /frontend
2. Install all packages using
```
npm install
```
3. Start the frontend using
```
npm start
```

You can now go to localhost:3000/transactions in your browser to check it out.

## TODO:
- [x] Reopoen closed transaction
- [x] Implement position browser (click on position => graph adjusts to only that position)
- [x] Dockerise
- [ ] Make home page
- [ ] Build Custom date range input for PotfolioBrowser
- [ ] Make tables frontend sortable
- [ ] Infer investment currency from ticker