Stock Portfolio

A portfolio tracking API adding/deleting/updating trades and can do basic return calculations etc. By providing REST API endpoints in it.

The api's are written in NodeJS.

Steps to run the api server:

Make sure you have NodeJS version 10 or higher installed. (Database used: MongoDB: Mlab)

1. Clone this repository.
2. Navigate to repository folder and execute the following command: npm install
3. Create a local DB in mongo or remote in MLab. Make note of DB name along with username, password and host. You machine should be able to connect to database using any DB client. Also grant all privillages to it.
4. Run npm start in root directory of project to start the api server. This will start the server. Server will listen on port 5000.
5. Import the following postman collection to have a look at the api's and try them out yourself. Set the following environment variable in postman. In addition this project is Hosted on Heroku url : localhost:5000/api, Heroku Url: https://lit-reaches-26043.herokuapp.com

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API Endpoints (localhost:5000/api/*)

All the parameters in all the api's are required, unless state optional

Link to Postman Collection

Add Stock

route - /stock

type: POST

Api for creating a new Stock/Security

Parameters In raw-JSON Body

{ "name" : "TCS", "price": "1892.11" }

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Fetch Stock

route - /stock

type: GET

Api for fetching stocks

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Creating a Trade

route - /trade

type: POST

Api To Create a trade (first time transaction) in the portfolio.

Parameters In raw-JSON Body

{ "_stockId": "5dc71dc764fab528dc4431d0", "quantity": 8 }

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Updating a Trade (buying of additional stocks)

route - /trade/:id

type: PUT

Api To Update an existing trade (buying stocks) from portfolio.

Parameters In raw-JSON Body

{ "id":"1" }

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Deleting a Trade (selling stocks)

route - /trade/:id

type: DELETE

Api for Selling/Removing stocks from portfolio.

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Get Portfolio

route - /portfolio

type: GET

Api for getting all the securities and trades corresponding to it.

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Get Holdings

route - /holdings

type: GET

Api To get an aggregate view of all securities in the portfolio with its final quantity and average buy price.

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Get Returns

route - /returns

type: GET

Api To get cumulative returns at any point of time of a particular portfolio.

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Postman Collection

Link: https://www.getpostman.com/collections/9f5a92140b9ca80c2816

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Heroku Hosted URL

Link: https://lit-reaches-26043.herokuapp.com/