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Welcome to Portfolio Viewer

This app allows you to: Upload a csv file, store it in session, look at the file in a table, select previously uploaded files, calculates and shows total portfolio value given by the sum of positions values (Holding x Price x FXRate), validates your currency name against the open exchangerates API, allows the user to edit the data and update the Total Portfolio value and stores and updates the portfolios on a MongoDB database.

DEMO Account

Environment Vars

  • PORT= local connection port
  • SESSION= session secret
  • DB= MongoDB/AWS Database address with password and name
  • ENV= development environment of the website
  • FRONTENDPOINT= endpoint for accesing the frontend of the app

Developer:

  • Gabriel Valenzuela

Setup

If you'd like to view the project locally in your browser:

  • git clone https://github.com/Luizzmy/portfolio_viewer.git in your terminal
  • cd portfolio_viewer
  • cd backend
  • npm run dev
  • Open another terminal window
  • cd portfolio_viewer
  • cd frontend
  • npm start

Cheers!

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App for uploading, viewing and editing an investment portfolio in a CSV file

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