The Portfolio Management Application is a powerful tool designed to facilitate effective management of financial portfolios. This application provides users with a user-friendly interface to comprehensively track, analyze, and optimize investment portfolios. Leveraging a modern technology stack, including React for the frontend and Spring Boot with REST API for the backend, this application seamlessly integrates with MongoDB to store and retrieve portfolio data. Git is used for version control, ensuring collaborative development and continuous improvement.
- Portfolio Value Visualization: Gain insights into portfolio performance by visualizing its value over the last 30 days.
- Data-Driven Insights: Leverage bar charts to intuitively comprehend portfolio stock and sector distribution.
- Financial Metrics: Calculate and display critical financial metrics, including total balance, portfolio value, cash value, and daily Profit and Loss (PnL).
- Watchlist Management: Keep a watchful eye on stocks with a dedicated watchlist table showcasing available stocks and current holdings.
- Realistic Stock Simulation: Experience the dynamics of the market with simulated stock price fluctuations every 3 seconds, emulating a day's trading activity.
- Trade Execution: Seamlessly execute buy and sell orders, which dynamically update stock quantities and cash balance.
- Error Handling: Instantly receive error popups for scenarios like insufficient funds for buying or inadequate stock holdings for selling.
The application leverages REST API endpoints to interact with a MongoDB database. This interaction facilitates seamless storage and retrieval of portfolio data, ensuring that your financial information is secure, organized, and readily accessible. REST API allows for efficient communication between the frontend and backend, enabling a smooth user experience and reliable data management.
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- Diverse Asset Support: Extend the application's capabilities by introducing support for a broader range of asset types, such as bonds, mutual funds, and cryptocurrencies.
- Enhanced Data Visualization: Elevate data insights with advanced visualization tools, providing users with in-depth understanding of portfolio performance.
- Real-Time Market Integration: Integrate external APIs to fetch live market data, ensuring real-time stock prices and up-to-date market information.
- User Authentication and Security: Implement robust user authentication and authorization mechanisms to safeguard sensitive financial data.
- Frontend: React
- Backend: Spring Boot, Java, REST API
- Database: MongoDB
- Version Control: Git