Portfolion - Portfolio Tracking Application

Portfolion is a portfolio tracking application that allows you to consolidate your savings from different places into a single platform, making it easy to keep track of your investments and savings.

Table of Contents

• Introduction
• Features
• Tech Stack
• Installation
• Usage
• Environment Variables
• Contributing
• License

Introduction

Portfolion is designed to provide users with a convenient way to monitor their savings and investments across various platforms. The application is built using React and Golang, making it efficient and scalable.

Features

• Consolidate savings and investments from different sources
• User authentication and authorization
• View portfolio holdings and performance
• Support for various investment types (e.g., stocks, cryptocurrencies, bonds)
• Real-time data updates from integrated APIs
• Secure and encrypted data storage

Tech Stack

• Frontend: React, React Router
• Backend: Golang (Go)
• Database: MongoDB
• Authentication: JSON Web Tokens (JWT)
• External APIs: [List any external APIs you integrate with, e.g., AVATAR_API]

Installation

To set up the Portfolion application on your local machine, follow these steps:

1. Clone the repository:

git clone https://github.com/kayraberktuncer/portfolion.git
cd portfolion

2. Install dependencies for the frontend:

cd client
npm install

3. Create a .env file in the client folder and provide the necessary environment variable(s):

VITE_PUBLIC_API_URL=YOUR_API_URL

4. Install dependencies for the backend (v1):

cd ../v1
go mod download

5. Create a .env file in the v1 folder and provide the necessary environment variable(s):

MONGO_URI=YOUR_MONGODB_CONNECTION_STRING
MONGO_DB=YOUR_MONGODB_DATABASE_NAME
USERS_COLLECTION=YOUR_MONGODB_USERS_COLLECTION
SYMBOLS_COLLECTION=YOUR_MONGODB_SYMBOLS_COLLECTION
PORT=YOUR_BACKEND_PORT
JWT_SECRET=YOUR_JWT_SECRET_KEY
API_KEY=YOUR_EXTERNAL_API_KEY
ALLOWED_ORIGINS=YOUR_ALLOWED_ORIGINS
AVATAR_API=YOUR_AVATAR_API_URL
AVATAR_API_OPTIONS=YOUR_AVATAR_API_OPTIONS

Usage

1. Start the backend server:

cd v1
go run main.go

2. Start the frontend development server:

cd client
npm run dev

3. Open your browser and visit http://localhost:3000 to access the Portfolion application.

Environment Variables

Here is a list of environment variables used in the application:

• VITE_PUBLIC_API_URL: The public API URL for the frontend.
• MONGO_URI: The MongoDB connection string.
• MONGO_DB: The MongoDB database name.
• USERS_COLLECTION: The MongoDB collection for storing user data.
• SYMBOLS_COLLECTION: The MongoDB collection for storing investment symbols/data.
• PORT: The backend server port number.
• JWT_SECRET: Secret key for JSON Web Tokens.
• API_KEY: API key for external API integration.
• ALLOWED_ORIGINS: Comma-separated list of allowed origins for CORS.
• AVATAR_API: URL for the avatar API service.
• AVATAR_API_OPTIONS: Options for the avatar API service.

Contributing

Contributions are welcome! If you find any issues or have suggestions for improvements, please feel free to create a pull request.

License

MIT