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🚀 FinTrack

A modular investment portfolio management platform built with FastAPI and React.

FinTrack helps users manage digital assets, record transactions, track portfolio performance, and analyze investments through a modern dashboard.

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✨ Features

💰 Asset Management

• ✅ Create new assets
• ✅ View all assets
• ✅ Delete assets
• ✅ Search assets by symbol

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📊 Transaction Management

• ✅ Create BUY / SELL transactions
• ✅ Track transaction history
• ✅ Calculate transaction value
• ✅ Delete transactions
• ✅ Validate asset balance before selling

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📈 Portfolio Tracking

• ✅ Calculate current holdings
• ✅ Calculate average buy price
• ✅ Track current portfolio value
• ✅ Calculate profit / loss

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📉 Analytics Dashboard

• ✅ Total invested amount
• ✅ Current portfolio value
• ✅ Profit and loss calculation
• ✅ Profit percentage

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🛠 Tech Stack

Backend

• 🐍 Python
• ⚡ FastAPI
• 📦 Pydantic
• 🔄 Async API architecture
• 📁 JSON based persistence

Frontend

• ⚛️ React
• ⚡ Vite
• 🟦 TypeScript
• 🎨 Tailwind CSS
• 🔄 React Query
• 🌐 Axios
• 🧭 React Router

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📂 Project Structure

FinTrack/
├── |── app/
│   |   |
│   │   ├── core/
│   │   │   └── configuration/
│   │   │
│   │   ├── modules/
│   │   │   ├── assets/
│   │   │   │   ├── api.py
│   │   │   │   ├── service.py
│   │   │   │   ├── repository.py
│   │   │   │   ├── models.py
│   │   │   │   └── schemas.py
│   │   │   │
│   │   │   ├── transactions/
│   │   │   │   ├── api.py
│   │   │   │   ├── service.py
│   │   │   │   ├── repository.py
│   │   │   │   ├── models.py
│   │   │   │   └── schemas.py
│   │   │   │
│   │   │   ├── portfolio/
│   │   │   │
│   │   │   └── analytics/
│   │   │
│   │   └── main.py
│   │
│   └── data/
│       ├── assets.json
│       └── transactions.json
│
├── frontend/
│   ├── src/
│   │   ├── api/
│   │   ├── components/
│   │   ├── pages/
│   │   ├── routes/
│   │   ├── types/
│   │   └── App.tsx
│   │
│   ├── package.json
│   └── vite.config.ts
│
└── README.md

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⚙️ Installation

Backend Setup

Enter backend folder:

cd backend

Create virtual environment:

python -m venv venv

Activate:

Windows:

venv\Scripts\activate

Install dependencies:

pip install -r requirements.txt

Run server:

uvicorn app.main:app --reload

Backend runs on:

http://127.0.0.1:8000

Frontend Setup

Enter frontend folder:

cd frontend

Install packages:

npm install

Run development server:

npm run dev

Frontend runs on:

http://localhost:5173
🔌 API Documentation

🔌 API Documentation

FastAPI provides automatic documentation:

Swagger:

http://127.0.0.1:8000/docs
🔒 Security Notes

This project is a local development application.

Before publishing:

❌ Do not upload .env files
❌ Do not upload API keys
❌ Do not upload passwords
❌ Do not upload personal data
❌ Do not upload database files containing private information

Use .gitignore for sensitive files.

🚀 Future Improvements
Authentication system
Database integration
Cloud deployment
Advanced charts
User accounts
Real-time market data