portfolio-tracker

A comprehensive portfolio management application built with Go that allows users to track their investment portfolios across multiple currencies with real-time data integration.

🚀 Features

Portfolio Management

Multiple Portfolios: Create and manage multiple investment portfolios
Multi-Currency Support: Track investments in different currencies with automatic conversion
Transaction Tracking: Record buy, sell, and dividend transactions
Real-time Data: Integration with Yahoo Finance API for live stock prices and data

Currency Conversion

Automatic Currency Detection: Automatically detects stock currencies from Yahoo Finance
Historical Exchange Rates: Fetches historical exchange rates from the actual transaction date for accurate conversion
Smart Caching: 24-hour cache for historical rates, 1-hour cache for current rates to optimize performance
Fallback System: Uses current rates when historical rates are unavailable (marked with *)
160+ Currencies Supported: Including major currencies like USD, EUR, GBP, JPY, CHF

User Experience

User Authentication: Secure registration and login system
Responsive Design: Clean, modern UI built with Tabler CSS framework
Stock Search: Advanced search functionality for stocks and securities
Interactive Charts: Stock price and dividend charts powered by ApexCharts
Transaction Management: Edit and delete transactions with full audit trail

🛠️ Technology Stack

Backend: Go 1.24.4
Database: SQLite with GORM ORM
Templates: Templ templating engine
Frontend: Tabler CSS framework
Charts: ApexCharts
APIs: Yahoo Finance, ExchangeRate API
Session Management: Gorilla Sessions

📋 Prerequisites

Go 1.24.4 or later
Git

🔧 Installation

Clone the repository:

git clone <repository-url>
cd portfolio-tracker

Install dependencies:

go mod download

Install Templ CLI (for template generation):

go install github.com/a-h/templ/cmd/templ@latest

Generate templates (if needed):

templ generate

Run the application:

go run cmd/app/main.go

Access the application: Open your browser and navigate to http://localhost:8080

📁 Project Structure

portfolio-tracker/
├── cmd/app/main.go              # Application entry point
├── internal/
│   ├── handler/                 # HTTP handlers
│   │   ├── api.go              # API endpoints
│   │   ├── auth.go             # Authentication handlers
│   │   ├── portfolio.go        # Portfolio management
│   │   └── pages.go            # Page handlers
│   ├── model/                   # Database models
│   │   ├── user.go             # User model
│   │   ├── portfolio.go        # Portfolio model
│   │   ├── activities.go       # Transaction model
│   │   └── models.go           # Yahoo Finance response models
│   ├── util/                    # Utility functions
│   │   ├── currency.go         # Currency conversion utilities
│   │   └── yahoo-utils.go      # Yahoo Finance API utilities
│   ├── session/                 # Session management
│   └── web/templates/          # Templ templates
├── docs/                        # Documentation
├── data/                        # SQLite database (auto-created)
├── go.mod                       # Go module file
└── README.md                    # This file

🎯 Usage

Getting Started

Register an Account: Create a new user account or login with existing credentials
Create a Portfolio: Set up your first portfolio with a name, base currency, and description
Add Transactions: Start tracking your investments by adding buy, sell, or dividend transactions
Search Stocks: Use the search functionality to find stocks and add them to your portfolio
Monitor Performance: View your portfolio summary and track performance across currencies

Currency Conversion

The application automatically:

Detects the currency of stocks from Yahoo Finance
Converts transaction amounts using historical exchange rates from the transaction date
Displays both original and converted amounts for transparency
Falls back to current rates when historical rates are unavailable (marked with *)
Provides accurate historical portfolio valuation

Stock Data

Real-time Prices: Current stock prices and market data
Historical Charts: Price movement over time
Dividend History: Track dividend payments and history
Company Information: Basic company details and metrics

🔑 API Endpoints

Public Endpoints

GET / - Dashboard
POST /user/register - User registration
POST /user/login - User login
POST /user/logout - User logout

Portfolio Management

GET /portfolio/{id} - View portfolio details
POST /portfolio/create - Create new portfolio
POST /portfolio/transaction - Add transaction
POST /portfolio/transaction/edit - Edit transaction
POST /portfolio/transaction/delete - Delete transaction

API Endpoints

GET /api/yahoo - Get stock data from Yahoo Finance
GET /api/stocksearch - Search for stocks
GET /api/yahoomaxdividends - Get dividend data
POST /api/admin/clear-currency-cache - Clear currency cache
GET /api/admin/currency-cache-info - Get cache information

🌍 Currency Support

The application supports 160+ currencies including:

Currency	Code	Symbol
US Dollar	USD	$
Euro	EUR	€
British Pound	GBP	£
Japanese Yen	JPY	¥
Swiss Franc	CHF	CHF
Canadian Dollar	CAD	C$
Australian Dollar	AUD	A$
And many more...

🚦 Development

Running Tests

go test ./internal/util/ -v

Generating Templates

templ generate

Database

The application uses SQLite and automatically creates the database file at data/portfolio.db on first run. Database migrations are handled automatically by GORM.

📊 Features in Detail

Multi-Currency Portfolio Management

Create portfolios in different base currencies
Automatic historical currency conversion using transaction-date exchange rates
Historical and real-time exchange rate fetching with smart caching
Clear indication of converted vs. original amounts with fallback indicators

Transaction Management

Support for Buy, Sell, and Dividend transactions
Automatic stock currency detection
Edit and delete capabilities
Transaction history and audit trail

Stock Integration

Yahoo Finance API integration
Real-time stock prices and data
Stock search functionality
Price and dividend charts
Company information display

🤝 Contributing

Fork the repository
Create a feature branch (git checkout -b feature/amazing-feature)
Commit your changes (git commit -m 'Add some amazing feature')
Push to the branch (git push origin feature/amazing-feature)
Open a Pull Request

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

🔗 External APIs

Yahoo Finance: Stock data, prices, and company information
ExchangeRate API: Historical and current currency exchange rates (free tier, no API key required)
Frankfurter API: Fallback for historical exchange rates when primary API is unavailable

⚠️ Disclaimer

This application is for educational and personal use only. Stock prices and financial data are provided for informational purposes. Always consult with financial professionals before making investment decisions.