FinVault

FinVault is a full-stack web application designed for tracking investments and analyzing portfolio performance. I built this project to provide a single, unified dashboard for managing multiple asset classes—including stocks, mutual funds, cryptocurrency, and real estate—backed by real-time market data.

Features

• Asset Management: Track diverse assets including stocks, crypto, mutual funds, fixed deposits, and real estate.
• Real-Time Data: Live market pricing integrated via Yahoo Finance and CoinGecko, with AlphaVantage serving as a fallback.
• Portfolio Analytics: View your P&L, return percentages, and asset allocation breakdowns through interactive charts.
• Authentication: Secure, stateless user sessions using JWT and Spring Security.
• Modern UI: Fully responsive frontend with dark/light mode support, built with React and Tailwind CSS.

Tech Stack

• Backend: Java 17, Spring Boot 3.2.0, Spring Security, Spring Data JPA, Hibernate
• Database: MySQL 8.0
• Frontend: React 18, Vite, Tailwind CSS, Recharts, Lucide React
• External APIs: Yahoo Finance, CoinGecko, AlphaVantage

Local Setup

1. Database Configuration

Create a local MySQL database named fintech_portfolio:

CREATE DATABASE fintech_portfolio;

Update the database credentials in server-spring/src/main/resources/application.properties:

spring.datasource.url=jdbc:mysql://localhost:3306/fintech_portfolio
spring.datasource.username=your_username
spring.datasource.password=your_password

2. Backend

Navigate to the server-spring directory. If you want to use the fallback APIs, add your keys to application.properties:

alphavantage.api-key=YOUR_KEY
coingecko.api-key=YOUR_KEY

Run the Spring Boot application:

mvn clean install
mvn spring-boot:run

The server will start on http://localhost:4000.

3. Frontend

Navigate to the client directory, install dependencies, and start the development server:

npm install
npm run dev

The client will be available at http://localhost:5173. Make sure the API base URL in src/api/client.js points to your local backend.

Core API Endpoints

• POST /api/auth/register & /login - User authentication
• GET /api/assets - Retrieve user assets (supports ?enrich=true for live prices)
• POST /api/assets - Add a new asset
• GET /api/portfolio/summary - Aggregated portfolio analytics and allocation
• GET /api/search?q={query} - Symbol search for stocks and crypto

Deployment

The application is designed to be easily deployable to standard cloud hosting providers.

• Backend: Can be packaged into an executable JAR (mvn clean package) and run on any server supporting Java 17 (e.g., AWS EC2, Heroku, Railway).
• Frontend: Can be built into static files (npm run build) and hosted on platforms like Vercel, Netlify, or AWS S3.

Note: Remember to update your CORS configurations in Spring Boot and API base URLs in the React client before deploying to production environments.

License

This project is licensed under the MIT License.