PortfolioSync

A comprehensive full-stack investment tracking platform for modern investors. Sync all your investments in one intelligent dashboard.

📸 Screenshots

Dashboard Overview

Clean, modern dashboard showing portfolio overview with real-time values and performance metrics

Stock Tracking

Advanced stock tracking with smart price caching, P&L calculations, and manual refresh controls

Features

• Portfolio Management: Create and manage multiple investment portfolios
• Multi-Asset Support: Track stocks, ETFs, and real estate properties
• Real-time Price Updates: Automatic price updates for financial instruments
• Performance Analytics: Detailed charts and performance metrics
• Responsive Design: Modern UI that works on desktop and mobile

Architecture

Frontend (Next.js on S3 + CloudFront)

• Static React application hosted on S3
• CloudFront CDN for global distribution
• TypeScript for type safety
• Tailwind CSS for styling
• Recharts for data visualization
• React Query for state management

Backend (AWS Lambda + API Gateway)

• Serverless functions via AWS Lambda
• API Gateway for HTTP endpoints
• DynamoDB for data storage
• Scheduled price updates via EventBridge
• RESTful API design

Project Structure

investment-tracker/
├── README.md
├── .env.example
├── docker-compose.yml
├── frontend/                 # Next.js frontend
│   ├── src/
│   │   ├── components/       # React components
│   │   │   ├── dashboard/    # Dashboard components
│   │   │   ├── charts/       # Chart components
│   │   │   ├── tables/       # Table components
│   │   │   └── ui/           # UI components
│   │   ├── pages/            # Next.js pages
│   │   ├── hooks/            # Custom React hooks
│   │   ├── services/         # API services
│   │   ├── utils/            # Utility functions
│   │   └── types/            # TypeScript types
│   ├── public/               # Static assets
│   ├── package.json
│   ├── next.config.js
│   └── .env.example
├── backend/                  # AWS Lambda backend
│   ├── functions/            # Lambda functions
│   │   ├── portfolio/        # Portfolio CRUD operations
│   │   ├── properties/       # Property management
│   │   ├── stocks/           # Stock management
│   │   ├── etfs/             # ETF management
│   │   └── prices/           # Price update functions
│   ├── shared/               # Shared utilities
│   │   ├── database/         # Database connections
│   │   ├── services/         # Business logic
│   │   └── utils/            # Helper functions
│   ├── serverless.yml        # Serverless configuration
│   ├── package.json
│   └── .env.example
└── scripts/                  # Setup and deployment scripts
    ├── setup.sh
    └── deploy.sh

Quick Start

Prerequisites

• Node.js 18+
• npm or yarn
• AWS CLI configured with appropriate permissions
• Serverless Framework

Installation

1. Clone and setup the project:

   git clone <repository-url>
   cd investment-tracker
   ./scripts/setup.sh

2. Configure AWS credentials:

   aws configure

3. Get API keys:

   • Alpha Vantage: https://www.alphavantage.co/support/#api-key
   • Finnhub: https://finnhub.io/register
   • Update the .env files with your API keys

4. Deploy to AWS:

   ./scripts/deploy.sh

5. For local development:

   # Terminal 1 - Backend
   cd backend
   npm run offline
   
   # Terminal 2 - Frontend  
   cd frontend
   npm run dev

Access the Application

• Production: Your CloudFront URL (displayed after deployment)
• Local Frontend: http://localhost:3000
• Local Backend API: http://localhost:3001

Deployment

The application uses a fully serverless AWS architecture:

• S3: Static website hosting for the frontend
• CloudFront: CDN for global content delivery
• API Gateway: HTTP API endpoints
• Lambda: Serverless compute for business logic
• DynamoDB: NoSQL database for data storage
• EventBridge: Scheduled price updates

Automatic Deployment

# Deploy everything at once
./scripts/deploy.sh

This script will:

1. Deploy backend infrastructure (Lambda, API Gateway, DynamoDB)
2. Create S3 bucket and CloudFront distribution
3. Build and deploy the frontend
4. Configure all necessary permissions and policies

Manual Deployment

# Backend only
cd backend
serverless deploy

# Frontend only (after backend is deployed)
cd frontend
npm run build
npm run deploy

API Endpoints

Portfolios

• GET /portfolios - List all portfolios
• GET /portfolios/{id} - Get portfolio details
• POST /portfolios - Create new portfolio
• PUT /portfolios/{id} - Update portfolio
• DELETE /portfolios/{id} - Delete portfolio

Stocks

• GET /portfolios/{portfolioId}/stocks - List stocks in portfolio
• POST /portfolios/{portfolioId}/stocks - Add stock to portfolio
• PUT /stocks/{id} - Update stock
• DELETE /stocks/{id} - Remove stock

ETFs

• GET /portfolios/{portfolioId}/etfs - List ETFs in portfolio
• POST /portfolios/{portfolioId}/etfs - Add ETF to portfolio
• PUT /etfs/{id} - Update ETF
• DELETE /etfs/{id} - Remove ETF

Properties

• GET /portfolios/{portfolioId}/properties - List properties in portfolio
• POST /portfolios/{portfolioId}/properties - Add property to portfolio
• PUT /properties/{id} - Update property
• DELETE /properties/{id} - Remove property

Prices

• GET /prices/{symbol}/history - Get price history for symbol

Development

Frontend Development

cd frontend
npm run dev          # Start development server
npm run build        # Build for production
npm run lint         # Run ESLint
npm run type-check   # TypeScript type checking

Backend Development

cd backend
npm run offline      # Start serverless offline
npm run deploy       # Deploy to AWS
npm run remove       # Remove from AWS
npm test            # Run tests
npm run lint        # Run ESLint

Contributing

1. Fork the repository
2. Create a feature branch
3. Make your changes
4. Add tests if applicable
5. Submit a pull request

📋 Documentation

• Features - Complete feature list and capabilities
• Roadmap - Product roadmap and feature backlog
• Brand Guidelines - Brand identity and SaaS positioning
• Cost Optimization - AWS cost monitoring and optimization

🎯 Project Management

• GitHub Issues - Feature backlog and bug tracking
• GitHub Projects - Development progress and milestones

License

This project is licensed under the MIT License.