Portfolio Tracker

A personal portfolio tracker application for managing stock holdings across multiple brokers.

Project Structure

/backend       - Flask REST API
  /api         - API endpoints (blueprints)
  /models      - SQLAlchemy database models
  /config      - Configuration files
  /migrations  - Alembic database migrations
  /venv        - Python virtual environment
/frontend      - Vue.js application

Setup Instructions

Backend Setup

1. Navigate to the backend directory:

   cd backend

2. Create and activate Python virtual environment:

   python -m venv venv
   .\venv\Scripts\Activate.ps1

3. Install dependencies:

   pip install -r requirements.txt

4. Initialize database:

   flask db init
   flask db migrate -m "Initial migration"
   flask db upgrade

5. Run the Flask development server:

   flask run

Frontend Setup

1. Navigate to the frontend directory:

   cd frontend

2. Install dependencies:

   npm install

3. Run the Vue development server:

   npm run dev

Features (MVP)

• Track stock holdings across multiple brokers
• View portfolio summary (total value, gains/losses)
• Add/edit/delete stock holdings
• Fetch current stock prices
• Portfolio visualization

Tech Stack

• Backend: Flask, Flask-SQLAlchemy, Flask-Migrate, Flask-CORS
• Frontend: Vue.js 3, Vue Router, Axios
• Database: SQLite (development)
• Stock Data: yfinance