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Portfolio tracker

A portfolio tracker you dreamed about!

Description

Portfolio Tracker

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

Deployment

Deployed using Render

Version

latest version: 1.7.1

Usage

Environment Variables example

Create a .env file based on the .env.example file in the project root with:

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

Attribution

Special thanks to:

for the images used on the site.

🤝 Contributing

Contributions, issues, and feature requests are welcome!

Feel free to check the issues page.

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) licensed.

About

Track your portfolios performance online with real time data from API. Record your transactions and update the portfolio.

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