Stock Portfolio Tracker TS

This repository contains a basic implementation of a stock portfolio tracker backend using Express.js and TypeScript. It includes features for user authentication, adding and removing stocks from the portfolio, real-time stock data retrieval using a financial data API, and tracking portfolio performance over time.

The Stock Portfolio Tracker is a web-based application that allows users to manage their stock portfolios. It provides real-time stock data, portfolio analysis, and performance tracking.

Features

User Authentication: Secure user registration and login system.
Stock Portfolio Management: Add, remove, and track stocks in your portfolio.
Real-Time Stock Data: Fetch real-time stock prices and information.
Portfolio Diversification: Analyze and optimize your portfolio for better diversification.
Historical Performance: View historical performance charts of your portfolio.
User-Friendly API: Well-documented API for easy integration into other applications.

Demo

Register :

Login :

Create protofilo :

Find one protofilo :

Update protofilo :

Remove protofilo :

Show protofilo :

Create stock :

Find stock :

Add stock to protofilo

Create setting

Update setting

Get Setting

Create transaction

Get transaction

Remove transaction

Find all transaction

Getting Started

Prerequisites
Node.js and npm installed on your system.

API Endpoints

Endpoint	Method	Description	Example Request	Example Response
`/api/auth/register`	POST	Register a new user account.	`{ "username": "john_doe", "email": "john@example.com", "password": "securePassword123" }`	`{"message": "User registered successfully"}`
`/api/auth/login`	POST	Log in with an existing user account.	`{ "email": "john@example.com", "password": "securePassword123" }`	`{"token": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...}`
`/api/portfolio`	GET	Get the user's portfolio with stock holdings and performance data.	N/A	`{"portfolio": {...}, "stocks": [...], "performance": {...}}`
`/api/portfolio/add`	POST	Add a stock to the user's portfolio.	`{ "symbol": "AAPL", "quantity": 10 }`	`{"message": "Stock added to the portfolio"}`
`/api/portfolio/remove`	POST	Remove a stock from the user's portfolio.	`{ "symbol": "AAPL" }`	`{"message": "Stock removed from the portfolio"}`
`/api/stocks/:symbol`	GET	Get real-time stock data for a specific stock symbol.	N/A	`{"symbol": "AAPL", "name": "Apple Inc.", "price": 150.25, "lastUpdated": "2023-09-01T12:00:00Z"}`
`/api/stocks/search?query=`	GET	Search for stocks by symbol or name.	`/api/stocks/search?query=AAPL`	`{"results": [...], "totalResults": 5}`
`/api/portfolio/analyze`	GET	Analyze the diversification of the user's portfolio.	N/A	`{"diversificationScore": 85}`
`/api/portfolio/history`	GET	Get historical performance data for the user's portfolio.	N/A	`{"history": [...], "startDate": "2023-01-01", "endDate": "2023-09-01"}`
`/api/user/profile`	GET	Get the user's profile information.	N/A	`{"username": "john_doe", "email": "john@example.com", "firstName": "John", "lastName": "Doe"}`
`/api/user/profile`	PUT	Update the user's profile information.	`{ "firstName": "John", "lastName": "Doe" }`	`{"message": "Profile updated successfully"}`
`/api/user/settings`	GET	Get user account settings.	N/A	`{"currency": "USD", "theme": "dark"}`
`/api/user/settings`	PUT	Update user account settings.	`{ "notification": true, "theme": "dark" }`	`{"message": "Settings updated successfully"}`
`/api/portfolio/buy`	POST	Buy stocks and add them to the portfolio.	`{ "symbol": "GOOG", "quantity": 5 }`	`{"message": "Stocks bought and added to the portfolio"}`
`/api/portfolio/sell`	POST	Sell stocks from the portfolio.	`{ "symbol": "AAPL", "quantity": 3 }`	`{"message": "Stocks sold from the portfolio"}`
`/api/portfolio/transactions`	GET	Get a list of all portfolio transactions.	N/A	`{"transactions": [...], "totalTransactions": 10}`
`/api/portfolio/transactions/:id`	GET	Get details of a specific transaction.	N/A	`{"transaction": {...}}`
`/api/news`	GET	Fetch the latest financial news.	N/A	`{"news": [...], "totalNews": 5}`
`/api/notifications`	GET	Get user notifications.	N/A	`{"notifications": [...], "totalNotifications": 5}`
`/api/notifications`	POST	Create a new notification.	`{ "message": "New stock added." }`	`{"message": "Notification created successfully"}`
`/api/notifications/:id`	DELETE	Delete a specific notification.	N/A	`{"message": "Notification deleted successfully"}`
`/api/watchlist`	GET	Get the user's stock watchlist.	N/A	`{"watchlist": [...], "totalStocks": 5}`
`/api/watchlist/add`	POST	Add a stock to the user's watchlist.	`{ "symbol": "TSLA" }`	`{"message": "Stock added to the watchlist"}`
`/api/watchlist/remove`	POST	Remove a stock from the watchlist.	`{ "symbol": "TSLA" }`	`{"message": "Stock removed from the watchlist"}`
`/api/settings`	GET	Get application settings.	N/A	`{"currency": "USD", "theme": "light"}`
`/api/settings`	PUT	Update application settings.	`{ "currency": "USD", "theme": "light" }`	`{"message": "Settings updated successfully"}`
`/api/portfolio/stats`	GET	Get overall portfolio statistics.	N/A	`{"statistics": {...}}`
`/api/portfolio/dividends`	GET	Get dividend income for the portfolio.	N/A	`{"dividendIncome": 2500.00}`
`/api/portfolio/roi`	GET	Get return on investment for the portfolio.	N/A	`{"roi": 10.25}`
`/api/stocks/recommendations`	GET	Get stock recommendations based on user preferences.	N/A	`{"recommendations": [...], "totalRecommendations": 5}`
`/api/stocks/history/:symbol`	GET	Get historical stock data for a specific symbol.	N/A	`{"history": [...], "symbol": "AAPL"}`
`/api/stocks/news/:symbol`	GET	Get news related to a specific stock.	N/A	`{"news": [...], "symbol": "AAPL"}`
`/api/portfolio/alerts`	GET	Get portfolio alerts and notifications.	N/A	`{"alerts": [...], "totalAlerts": 5}`
`/api/portfolio/alerts`	POST	Create a new portfolio alert.	`{ "symbol": "AAPL", "targetPrice": 150 }`	`{"message": "Alert created successfully"}`
`/api/portfolio/alerts/:id`	PUT	Update a portfolio alert.	`{ "targetPrice": 160 }`	`{"message": "Alert updated successfully"}`
`/api/portfolio/alerts/:id`	DELETE	Delete a portfolio alert.	N/A	`{"message": "Alert deleted successfully"}`
`/api/stocks/compare`	POST	Compare multiple stocks' performance.	`{ "symbols": ["AAPL", "GOOG", "TSLA"] }`	`{"comparison": {...}}`
`/api/stocks/symbols`	GET	Get a list of available stock symbols.	N/A	`{"symbols": ["AAPL", "GOOG", "TSLA"]}`
`/api/portfolio/strategies`	GET	Get recommended investment strategies based on user preferences.	N/A	`{"strategies": [...], "totalStrategies": 5}`
`/api/portfolio/strategies/:id`	GET	Get details of a specific investment strategy.	N/A	`{"strategy": {...}}`
`/api/portfolio/strategies`	POST	Create a custom investment strategy.	`{ "name": "My Strategy", "description": "A custom investment strategy", "assets": ["AAPL", "GOOG"] }`	`{"message": "Strategy created successfully"}`
`/api/portfolio/strategies/:id`	PUT	Update a custom investment strategy.	`{ "name": "Updated Strategy", "description": "An updated custom investment strategy" }`	`{"message": "Strategy updated successfully"}`
`/api/portfolio/strategies/:id`	DELETE	Delete a custom investment strategy.	N/A	`{"message": "Strategy deleted successfully"}`
`/api/transactions`	GET	Get a list of all user transactions (buy/sell orders).	N/A	`{"transactions": [...], "totalTransactions": 10}`
`/api/transactions/:id`	GET	Get details of a specific transaction.	N/A	`{"transaction": {...}}`
`/api/transactions/buy`	POST	Create a buy order for a stock.	`{ "symbol": "AAPL", "quantity": 5 }`	`{"message": "Buy order created successfully"}`
`/api/transactions/sell`	POST	Create a sell order for a stock.	`{ "symbol": "AAPL", "quantity": 3 }`	`{"message": "Sell order created successfully"}`
`/api/transactions/:id`	DELETE	Cancel a pending transaction.	N/A	`{"message": "Transaction canceled successfully"}`
`/api/alerts`	GET	Get user-specific alerts and notifications.	N/A	`{"alerts": [...], "totalAlerts": 5}`
`/api/alerts/:id`	GET	Get details of a specific alert.	N/A	`{"alert": {...}}`
`/api/alerts`	POST	Create a new alert or notification.	`{ "type": "price", "symbol": "AAPL", "targetPrice": 150 }`	`{"message": "Alert created successfully"}`
`/api/alerts/:id`	PUT	Update an existing alert.	`{ "type": "price", "targetPrice": 160 }`	`{"message": "Alert updated successfully"}`
`/api/alerts/:id`	DELETE	Delete an alert or notification.	N/A	`{"message": "Alert deleted successfully"}`
`/api/transactions/history`	GET	Get historical transaction data.	N/A	`{"history": [...], "totalTransactions": 10}`
`/api/transactions/history/:id`	GET	Get historical data for a specific transaction.	N/A	`{"transaction": {...}}`
`/api/user/logout`	POST	Log the user out and invalidate the session.	N/A	`{"message": "User logged out successfully"}`
`/api/user/forgot-password`	POST	Request a password reset email.	`{ "email": "john@example.com" }`	`{"message": "Password reset email sent successfully"}`
`/api/user/reset-password`	POST	Reset the user's password with a valid reset token.	`{ "token": "valid_token", "password": "newPassword123" }`	`{"message": "Password reset successfully"}`
`/api/user/change-password`	PUT	Change the user's password.	`{ "currentPassword": "oldPassword123", "newPassword": "newPassword123" }`	`{"message": "Password changed successfully"}`

Database Schema: StockPortfolio

User Collection

user_id (ObjectId): Unique identifier for each user (auto-generated by MongoDB).
username (String): User's chosen username.
email (String): User's email address.
password (String): Hashed password for authentication.
firstName (String): User's first name.
lastName (String): User's last name.
createdAt (Date): Timestamp for user registration.
updatedAt (Date): Timestamp for user profile updates.

Portfolio Collection

portfolio_id (ObjectId): Unique identifier for each portfolio (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who owns the portfolio.
name (String): User-defined name for the portfolio.
description (String): Description of the portfolio.
createdAt (Date): Timestamp for portfolio creation.
updatedAt (Date): Timestamp for portfolio updates.

Stock Collection

stock_id (ObjectId): Unique identifier for each stock (auto-generated by MongoDB).
symbol (String): Stock symbol, e.g., AAPL for Apple Inc.
name (String): Full name of the stock.
price (Number): Current stock price.
lastUpdated (Date): Timestamp for the last update of stock data.

PortfolioStock Collection (Many-to-Many Relationship)

portfolioStock_id (ObjectId): Unique identifier for each portfolio-stock relationship (auto-generated by MongoDB).
portfolio_id (ObjectId): Reference to the portfolio.
stock_id (ObjectId): Reference to the stock.
quantity (Number): Number of shares of the stock in the portfolio.
purchasePrice (Number): Price at which the stock was purchased.
purchaseDate (Date): Date of purchase.

Transaction Collection

transaction_id (ObjectId): Unique identifier for each transaction (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user initiating the transaction.
stock_id (ObjectId): Reference to the stock involved in the transaction.
type (String): Transaction type (e.g., "buy" or "sell").
quantity (Number): Number of shares bought or sold.
price (Number): Price per share at the time of the transaction.
transactionDate (Date): Timestamp for the transaction.

Notification Collection

notification_id (ObjectId): Unique identifier for each notification (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user receiving the notification.
type (String): Notification type (e.g., "priceAlert" or "news").
message (String): Content of the notification.
createdAt (Date): Timestamp for notification creation.

Watchlist Collection

watchlist_id (ObjectId): Unique identifier for each user's watchlist (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who owns the watchlist.
stocks (Array of ObjectId): References to stocks added to the watchlist.
createdAt (Date): Timestamp for watchlist creation.
updatedAt (Date): Timestamp for watchlist updates.

Alert Collection

alert_id (ObjectId): Unique identifier for each user's custom alerts (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who set up the alert.
type (String): Alert type (e.g., "price" or "news").
symbol (String): Symbol of the stock the alert is associated with.
targetPrice (Number): The price at which the alert should trigger (for price alerts).
createdAt (Date): Timestamp for alert creation.

StockRecommendation Collection

recommendation_id (ObjectId): Unique identifier for each stock recommendation (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user receiving the recommendation.
symbol (String): Symbol of the recommended stock.
strategy (String): Name of the investment strategy that led to the recommendation.
createdAt (Date): Timestamp for recommendation creation.

Strategy Collection

strategy_id (ObjectId): Unique identifier for each investment strategy (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who created the strategy.
name (String): Name of the investment strategy.
description (String): Description of the strategy.
assets (Array of String): List of stock symbols associated with the strategy.
createdAt (Date): Timestamp for strategy creation.
updatedAt (Date): Timestamp for strategy updates.

AssetRecommendation Collection

assetRecommendation_id (ObjectId): Unique identifier for each asset recommendation (auto-generated by MongoDB).
strategy_id (ObjectId): Reference to the investment strategy that led to the recommendation.
symbol (String): Symbol of the recommended asset (stock).
recommendationType (String): Type of recommendation (e.g., "buy" or "sell").
targetPrice (Number): The target price for the asset.
createdAt (Date): Timestamp for asset recommendation creation.

Settings Collection

settings_id (ObjectId): Unique identifier for each user's application settings (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who owns the settings.
currency (String): User's preferred currency for financial data (e.g., "USD" or "EUR").
theme (String): User's preferred application theme (e.g., "light" or "dark").
createdAt (Date): Timestamp for settings creation.
updatedAt (Date): Timestamp for settings updates.

TransactionHistory Collection

transactionHistory_id (ObjectId): Unique identifier for each transaction history entry (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user associated with the transaction history.
type (String): Type of transaction (e.g., "buy" or "sell").
symbol (String): Symbol of the stock involved in the transaction.
quantity (Number): Number of shares bought or sold.
price (Number): Price per share at the time of the transaction.
transactionDate (Date): Timestamp for the transaction.
notes (String): Additional notes or comments for the transaction.

DividendCollection

dividend_id (ObjectId): Unique identifier for each dividend record (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user associated with the dividend record.
stock_id (ObjectId): Reference to the stock that paid the dividend.
amount (Number): Dividend amount received.
paymentDate (Date): Date when the dividend was paid.
recordDate (Date): Record date for dividend eligibility.

ReturnOnInvestmentCollection

roi_id (ObjectId): Unique identifier for each return on investment (ROI) record (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user associated with the ROI record.
portfolio_id (ObjectId): Reference to the portfolio for which ROI is calculated.
startDate (Date): Start date for ROI calculation.
endDate (Date): End date for ROI calculation.
roi (Number): Return on investment percentage.

StockComparisonCollection

comparison_id (ObjectId): Unique identifier for each stock comparison (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user who initiated the comparison.
symbols (Array of Strings): Symbols of the stocks being compared.
comparisonDate (Date): Timestamp for the comparison.
results (Object): Comparison results, such as stock prices and performance metrics.

StockSymbolCollection

symbol_id (ObjectId): Unique identifier for each stock symbol (auto-generated by MongoDB).
symbol (String): Symbol of the stock.
name (String): Full name of the stock.
createdAt (Date): Timestamp for symbol registration.

PortfolioPerformanceCollection

performance_id (ObjectId): Unique identifier for each portfolio performance record (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user associated with the portfolio performance.
portfolio_id (ObjectId): Reference to the portfolio for which performance is calculated.
startDate (Date): Start date for performance calculation.
endDate (Date): End date for performance calculation.
initialValue (Number): Initial portfolio value at the start date.
finalValue (Number): Portfolio value at the end date.
percentageChange (Number): Percentage change in portfolio value.

NewsArticleCollection

article_id (ObjectId): Unique identifier for each news article (auto-generated by MongoDB).
title (String): Title of the news article.
content (String): Content of the news article.
publishedDate (Date): Date when the article was published.
source (String): Source or publication of the article.
url (String): URL to the full article.
createdAt (Date): Timestamp for article registration.

NotificationPreferencesCollection

preferences_id (ObjectId): Unique identifier for each user's notification preferences (auto-generated by MongoDB).
user_id (ObjectId): Reference to the user associated with the preferences.
priceAlertsEnabled (Boolean): Indicates if price alerts are enabled.
newsAlertsEnabled (Boolean): Indicates if news alerts are enabled.
dividendAlertsEnabled (Boolean): Indicates if dividend alerts are enabled.
createdAt (Date): Timestamp for preferences creation.
updatedAt (Date): Timestamp for preferences updates.

StrategyAssetCollection

strategyAsset_id (ObjectId): Unique identifier for each strategy-asset relationship (auto-generated by MongoDB).
strategy_id (ObjectId): Reference to the investment strategy.
symbol (String): Symbol of the associated asset (stock).
weight (Number): Weight assigned to the asset within the strategy.

RecommendationCommentCollection

comment_id (ObjectId): Unique identifier for each recommendation comment (auto-generated by MongoDB).
recommendation_id (ObjectId): Reference to the stock recommendation.
user_id (ObjectId): Reference to the user who posted the comment.
content (String): Content of the comment.
createdAt (Date): Timestamp for comment creation.

Installation

Clone the repository:

git clone https://github.com/BaseMax/stock-portfolio-tracker-ts.git
cd stock-portfolio-tracker-ts

Install dependencies:

npm install

Configure environment variables:

Create a .env file in the project root and define the following variables:

PORT=3000
DATABASE_URL=mongodb://localhost/stock-portfolio
API_KEY=your_stock_api_key

Start the development server:

npm run dev

Access the application at http://localhost:3000 in your web browser.

Database SQL

-- User Collection
CREATE TABLE User (
    user_id SERIAL PRIMARY KEY,
    username VARCHAR(255) NOT NULL,
    email VARCHAR(255) NOT NULL,
    password VARCHAR(255) NOT NULL,
    firstName VARCHAR(255),
    lastName VARCHAR(255),
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP
);

-- Portfolio Collection
CREATE TABLE Portfolio (
    portfolio_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    name VARCHAR(255),
    description TEXT,
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- Stock Collection
CREATE TABLE Stock (
    stock_id SERIAL PRIMARY KEY,
    symbol VARCHAR(10) NOT NULL,
    name VARCHAR(255),
    price DECIMAL(10, 2),
    lastUpdated TIMESTAMP,
    UNIQUE (symbol)
);

-- PortfolioStock Collection (Many-to-Many Relationship)
CREATE TABLE PortfolioStock (
    portfolioStock_id SERIAL PRIMARY KEY,
    portfolio_id INT NOT NULL,
    stock_id INT NOT NULL,
    quantity INT NOT NULL,
    purchasePrice DECIMAL(10, 2),
    purchaseDate DATE,
    FOREIGN KEY (portfolio_id) REFERENCES Portfolio(portfolio_id),
    FOREIGN KEY (stock_id) REFERENCES Stock(stock_id)
);

-- Transaction Collection
CREATE TABLE Transaction (
    transaction_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    stock_id INT NOT NULL,
    type VARCHAR(10) NOT NULL,
    quantity INT NOT NULL,
    price DECIMAL(10, 2) NOT NULL,
    transactionDate TIMESTAMP NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (stock_id) REFERENCES Stock(stock_id)
);

-- Notification Collection
CREATE TABLE Notification (
    notification_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    type VARCHAR(20) NOT NULL,
    message TEXT,
    createdAt TIMESTAMP NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- Watchlist Collection
CREATE TABLE Watchlist (
    watchlist_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- Alert Collection
CREATE TABLE Alert (
    alert_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    type VARCHAR(20) NOT NULL,
    symbol VARCHAR(10) NOT NULL,
    targetPrice DECIMAL(10, 2),
    createdAt TIMESTAMP NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (symbol) REFERENCES Stock(symbol)
);

-- Strategy Collection
CREATE TABLE Strategy (
    strategy_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    name VARCHAR(255) NOT NULL,
    description TEXT,
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- AssetRecommendation Collection
CREATE TABLE AssetRecommendation (
    assetRecommendation_id SERIAL PRIMARY KEY,
    strategy_id INT NOT NULL,
    symbol VARCHAR(10) NOT NULL,
    recommendationType VARCHAR(10) NOT NULL,
    targetPrice DECIMAL(10, 2),
    createdAt TIMESTAMP NOT NULL,
    FOREIGN KEY (strategy_id) REFERENCES Strategy(strategy_id),
    FOREIGN KEY (symbol) REFERENCES Stock(symbol)
);

-- Settings Collection
CREATE TABLE Settings (
    settings_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    currency VARCHAR(5),
    theme VARCHAR(10),
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- TransactionHistory Collection
CREATE TABLE TransactionHistory (
    transactionHistory_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    type VARCHAR(10) NOT NULL,
    symbol VARCHAR(10) NOT NULL,
    quantity INT NOT NULL,
    price DECIMAL(10, 2) NOT NULL,
    transactionDate TIMESTAMP NOT NULL,
    notes TEXT,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (symbol) REFERENCES Stock(symbol)
);

-- DividendCollection
CREATE TABLE Dividend (
    dividend_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    stock_id INT NOT NULL,
    amount DECIMAL(10, 2) NOT NULL,
    paymentDate DATE,
    recordDate DATE,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (stock_id) REFERENCES Stock(stock_id)
);

-- ReturnOnInvestmentCollection
CREATE TABLE ReturnOnInvestment (
    roi_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    portfolio_id INT NOT NULL,
    startDate DATE NOT NULL,
    endDate DATE NOT NULL,
    roi DECIMAL(10, 2) NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (portfolio_id) REFERENCES Portfolio(portfolio_id)
);

-- StockComparisonCollection
CREATE TABLE StockComparison (
    comparison_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    comparisonDate TIMESTAMP NOT NULL,
    results JSONB,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- StockSymbolCollection
CREATE TABLE StockSymbol (
    symbol_id SERIAL PRIMARY KEY,
    symbol VARCHAR(10) NOT NULL,
    name VARCHAR(255),
    createdAt TIMESTAMP NOT NULL
);

-- PortfolioPerformanceCollection
CREATE TABLE PortfolioPerformance (
    performance_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    portfolio_id INT NOT NULL,
    startDate DATE NOT NULL,
    endDate DATE NOT NULL,
    initialValue DECIMAL(10, 2) NOT NULL,
    finalValue DECIMAL(10, 2) NOT NULL,
    percentageChange DECIMAL(5, 2) NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (portfolio_id) REFERENCES Portfolio(portfolio_id)
);

-- NewsArticleCollection
CREATE TABLE NewsArticle (
    article_id SERIAL PRIMARY KEY,
    title VARCHAR(255) NOT NULL,
    content TEXT NOT NULL,
    publishedDate DATE,
    source VARCHAR(255),
    url VARCHAR(255),
    createdAt TIMESTAMP NOT NULL
);

-- NotificationPreferencesCollection
CREATE TABLE NotificationPreferences (
    preferences_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    priceAlertsEnabled BOOLEAN,
    newsAlertsEnabled BOOLEAN,
    dividendAlertsEnabled BOOLEAN,
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- StrategyAssetCollection
CREATE TABLE StrategyAsset (
    strategyAsset_id SERIAL PRIMARY KEY,
    strategy_id INT NOT NULL,
    symbol VARCHAR(10) NOT NULL,
    weight DECIMAL(5, 2) NOT NULL,
    FOREIGN KEY (strategy_id) REFERENCES Strategy(strategy_id),
    FOREIGN KEY (symbol) REFERENCES Stock(symbol)
);

-- RecommendationCommentCollection
CREATE TABLE RecommendationComment (
    comment_id SERIAL PRIMARY KEY,
    recommendation_id INT NOT NULL,
    user_id INT NOT NULL,
    content TEXT NOT NULL,
    createdAt TIMESTAMP NOT NULL,
    FOREIGN KEY (recommendation_id) REFERENCES AssetRecommendation(assetRecommendation_id),
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- PortfolioPerformance Collection
CREATE TABLE PortfolioPerformance (
    performance_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    portfolio_id INT NOT NULL,
    startDate DATE NOT NULL,
    endDate DATE NOT NULL,
    initialValue DECIMAL(10, 2) NOT NULL,
    finalValue DECIMAL(10, 2) NOT NULL,
    percentageChange DECIMAL(5, 2) NOT NULL,
    FOREIGN KEY (user_id) REFERENCES User(user_id),
    FOREIGN KEY (portfolio_id) REFERENCES Portfolio(portfolio_id)
);

-- NewsArticle Collection
CREATE TABLE NewsArticle (
    article_id SERIAL PRIMARY KEY,
    title VARCHAR(255) NOT NULL,
    content TEXT NOT NULL,
    publishedDate DATE,
    source VARCHAR(255),
    url VARCHAR(255),
    createdAt TIMESTAMP NOT NULL
);

-- NotificationPreferences Collection
CREATE TABLE NotificationPreferences (
    preferences_id SERIAL PRIMARY KEY,
    user_id INT NOT NULL,
    priceAlertsEnabled BOOLEAN,
    newsAlertsEnabled BOOLEAN,
    dividendAlertsEnabled BOOLEAN,
    createdAt TIMESTAMP NOT NULL,
    updatedAt TIMESTAMP,
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

-- StrategyAsset Collection
CREATE TABLE StrategyAsset (
    strategyAsset_id SERIAL PRIMARY KEY,
    strategy_id INT NOT NULL,
    symbol VARCHAR(10) NOT NULL,
    weight DECIMAL(5, 2) NOT NULL,
    FOREIGN KEY (strategy_id) REFERENCES Strategy(strategy_id),
    FOREIGN KEY (symbol) REFERENCES Stock(symbol)
);

-- RecommendationComment Collection
CREATE TABLE RecommendationComment (
    comment_id SERIAL PRIMARY KEY,
    recommendation_id INT NOT NULL,
    user_id INT NOT NULL,
    content TEXT NOT NULL,
    createdAt TIMESTAMP NOT NULL,
    FOREIGN KEY (recommendation_id) REFERENCES AssetRecommendation(assetRecommendation_id),
    FOREIGN KEY (user_id) REFERENCES User(user_id)
);

Usage

Register a new user account or log in if you already have an account.
Add stocks to your portfolio by searching for their symbols or names.
Track real-time stock prices and portfolio performance.
Analyze and optimize your portfolio for better returns.

API Documentation

For API documentation and endpoints, please refer to the API Documentation file.

Contributing

Contributions are welcome! Please read the Contributing Guidelines for more information.

License

This project is licensed under the GPL-3.0 License.

Name		Name	Last commit message	Last commit date
Latest commit History 89 Commits
screenshots		screenshots
src		src
test		test
.gitignore		.gitignore
LICENSE		LICENSE
README.md		README.md
combined.log		combined.log
error.log		error.log
nodemon.json		nodemon.json
package-lock.json		package-lock.json
package.json		package.json
tsconfig.json		tsconfig.json

License

BaseMax/stock-portfolio-tracker-ts

Folders and files

Latest commit

History

Repository files navigation

Stock Portfolio Tracker TS

Features

Demo

Register :

Login :

Create protofilo :

Find one protofilo :

Update protofilo :

Remove protofilo :

Show protofilo :

Create stock :

Find stock :

Add stock to protofilo

Create setting

Update setting

Get Setting

Create transaction

Get transaction

Remove transaction

Find all transaction

Getting Started

API Endpoints

Database Schema: StockPortfolio

User Collection

Portfolio Collection

Stock Collection

PortfolioStock Collection (Many-to-Many Relationship)

Transaction Collection

Notification Collection

Watchlist Collection

Alert Collection

StockRecommendation Collection

Strategy Collection

AssetRecommendation Collection

Settings Collection

TransactionHistory Collection

DividendCollection

ReturnOnInvestmentCollection

StockComparisonCollection

StockSymbolCollection

PortfolioPerformanceCollection

NewsArticleCollection

NotificationPreferencesCollection

StrategyAssetCollection

RecommendationCommentCollection

Installation

Database SQL

Usage

API Documentation

Contributing

License

About

Topics

Resources

License

Stars

Watchers

Forks

Releases

Packages 0

Contributors 3

Languages

Packages