Gainsense

GainSense is an investment analytics platform that allows users to upload CSV-based investment data and visualize yearly investment totals, profit/loss, and asset-wise distributions. The project emphasizes backend data processing, analytics, and frontend visualization using FastAPI, PostgreSQL, and Next.js.

Working Features

• Upload investment data via CSV
• Investment categorization (Stocks, Mutual Funds, Gold, etc.)
• Profit/Loss calculation per investment
• Aggregated metrics:Total invested amount, Net profit/loss, Best & worst performing investments
• year-wise investment and profit/loss analysis
• Distribution of investments by type
• Interactive charts & tables
• Backend data validation & error handling

Planned Features

• Token-based data editing & viewing limits
• Advanced filters (date range, asset type)
• Export analytics as PDF/CSV
• Reading Multiple Sheets

Tech Stack

• Frontend: Next.js(React), Tailwind CSS / Daisyui
• charts: Chart.js
• Backend: FastAPI, SQLAlchemy
• Database: PostgreSQL (Local), Supabase (Hosted PostgreSQL)

Installation & Local Setup

• Clone the Repository: git clone https://github.com/shiv-sk/Gainsense.git
• cd Gainsense

Install Dependencies

Server Dependencies

• cd server
• pip install -r requirements.txt

Client Dependencies

• cd ../client
• npm install

Environment Variables Setup

• Set up client environment variables using env.example
• Set up server environment variables using env.example
• Ensure Postgres is running locally or use a cloud Postgres URI

Run the Application

Start Backend Server

• cd server
• uvicorn main:app --reload

Start Frontend

• cd client
• npm run dev

Sample csv

Download sample CSV

CSV Format

investment_type,investment_amount,investment_date,return_percent
Stock,5000,2022-03-15,12
Mutual Fund,10000,2023-06-10,8
Gold,7000,2024-01-05,10 

Location client/public/GainSense-sample-data.csv

Application Flow Diagram

Screenshots

Demo

Demo: https://drive.google.com/file/d/1CLGYWEe4uEplDchqJN2pVU0Pz85XhTjE/view?usp=sharing

Links

Live: https://gainsense.vercel.app

Contact

• email: shivanandcrew034@gmail.com