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https://github.com/syamreddy99/financial_portfolio_management

This repository contains the backend API for managing financial portfolios. It provides RESTful endpoints for CRUD operations on clients, financial advisors, portfolios, and securities.
https://github.com/syamreddy99/financial_portfolio_management

controller dtos entity financial-analysis java-8 mysql portfolio-site service springboot

Last synced: 1 day ago
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This repository contains the backend API for managing financial portfolios. It provides RESTful endpoints for CRUD operations on clients, financial advisors, portfolios, and securities.

Host: GitHub
URL: https://github.com/syamreddy99/financial_portfolio_management
Owner: syamreddy99
Created: 2024-08-01T13:24:00.000Z (6 months ago)
Default Branch: main
Last Pushed: 2024-08-03T19:46:42.000Z (6 months ago)
Last Synced: 2024-11-19T10:57:07.995Z (2 months ago)
Topics: controller, dtos, entity, financial-analysis, java-8, mysql, portfolio-site, service, springboot
Language: Java
Homepage: https://github.com/syamreddy99/financial_portfolio_management/
Size: 51.8 KB
Stars: 1
Watchers: 1
Forks: 0
Open Issues: 0
Metadata Files:
- Readme: README.md

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README

# Financial Portfolio Management Application 📈

A Spring Boot-based application designed to manage financial portfolios, clients, and securities efficiently.

## 📦 Prerequisites

Before you begin, ensure you have met the following requirements:

- [Java JDK 11+](https://www.oracle.com/java/technologies/javase-jdk11-downloads.html) ☕
- [Maven](https://maven.apache.org/download.cgi) 📦
- [MySQL](https://dev.mysql.com/downloads/installer/) 🛢️
- [Postman](https://www.postman.com/downloads) (optional, for API testing) 🧪

## 💻 Technologies Used

- ☕ **Java 17** ![Java](https://img.shields.io/badge/-Java-007396?style=flat&logo=java&logoColor=white)
- 🖥️ **Spring Boot** ![SpringBoot](https://img.shields.io/badge/-SpringBoot-6DB33F?style=flat&logo=springboot&logoColor=white)
- 🗃️ **Hibernate** ![Hibernate](https://img.shields.io/badge/-Hibernate-59616B?style=flat&logo=hibernate&logoColor=white)
- 🛢️ **MySQL** ![MySQL](https://img.shields.io/badge/-MySQL-4479A1?style=flat&logo=mysql&logoColor=white)
- 📦 **Apache Maven** ![Maven](https://img.shields.io/badge/-Maven-C71A36?style=flat&logo=apache-maven&logoColor=white)
- 📝 **Lombok** ![Lombok](https://img.shields.io/badge/-Lombok-2C2D72?style=flat&logo=lombok&logoColor=white)

## 📊 API Endpoints
### Clients 👥
- **Get All Clients**: Retrieves a list of all clients.
- GET /api/clients: `GET http://localhost:9988/api/clients`
![Get All Clients](https://github.com/syamreddy99/images-/blob/main/Screenshot%20(56).png?raw=true)

## **Get Client by ID**:
### Retrieves a client by its ID.
- Example: `GET http://localhost:9988/api/clients`

![Get Client by ID](https://github.com/syamreddy99/images-/blob/main/Screenshot%20(57).png?raw=true)

## **Create a New Client**: Creates a new client.
`POST http://localhost:9988/api/clients`
- Example JSON:
```json
{
"name": "John Doe",
"email": "[email protected]",
"phoneNumber": "123-456-7890"
}
## Delete a Client: Deletes a client by its ID.

- DELETE /api/clients/Delete/{id} `DELETE http://localhost:9988/api/clients/Delete/2`
# Financial Advisors 💼
## Get All Financial Advisors: Retrieves a list of all financial advisors.

- GET /api/advisors `GET http://localhost:9988/api/advisors`

## Get Financial Advisor by ID: Retrieves a financial advisor by its ID.
- GET /api/advisors/{id} `GET http://localhost:9988/api/advisors/2`
## Create a New Financial Advisor: Creates a new financial advisor.
- POST /api/advisors `POST http://localhost:9988/api/advisors`
```json
{
"name": "Jane Smith",
"email": "[email protected]",
"phoneNumber": "098-765-4321"
}
## Delete a Financial Advisor: Deletes a financial advisor by its ID.
- DELETE /api/advisors/{id} `DELETE http://localhost:9988/api/advisors`

# Portfolios 📂
## Get All Portfolios: Retrieves a list of all portfolios.
- **Get All Portfolios**: `GET http://localhost:9988/api/portfolios`

## Get Portfolio by ID: Retrieves a portfolio by its ID.
- **Get Portfolio By ID**: `GET http://localhost:9988/api/portfolios/{id}`
-
## Create a New Portfolio: Creates a new portfolio.
- **Create Portfolio**: `POST http://localhost:9988/api/portfolios`
```json
{
"client": {
"id": 1,
"name": "John Doe",
"email": "[email protected]",
"phoneNumber": "123-456-7890"
},
"securities": []
}
## Delete a Portfolio: Deletes a portfolio by its ID.
-**DELETE Portfolio**: `DELETE http://localhost:9988/api/portfolios`

# Securities 💹
## Get All Securities: Retrieves a list of all securities.

- GET /api/securities `GET http://localhost:9988/api/securities`

## Get Security by ID: Retrieves a security by its ID.

- GET /api/securities/{id} `GET http://localhost:9988/api/securities\{id}`

## Create a New Security: Creates a new security.
```json
{
"name": "AAPL",
"category": "Stock",
"purchaseDate": "2023-07-01",
"purchasePrice": 150.00,
"quantity": 10,
"portfolio_id": 2
}

## Delete a Security: Deletes a security by its ID.

- DELETE /api/securities/{id} `DELETE http://localhost:9988/api/securities\{id}`

# Getting Started 🚀

## Clone the repository:

````bash
git clone https://github.com/yourusername/financial-portfolio-management.git

## Navigate to the project directory:
````bash
cd financial-portfolio-management
## Build the project:
````bash
mvn clean install
## Run the application:
````bash
mvn spring-boot:run
## Access the API at:
````bash
http://localhost:9988/api
# Contributing 🤝
- We welcome contributions! Please read our contributing guidelines for more details.
# Contact 📬
- For any questions or suggestions, please feel free to reach out.

- Gmail : `[email protected] `
- Happy Coding! 🎉