Investment Portfolio Management Web Application

Project Overview

This project aims to develop a user-friendly web application that provides comprehensive tools to help users manage their investment portfolios. It offers real-time market data, portfolio tracking, market analysis, and educational resources, streamlining the investment process for both novice and experienced investors.

Outcomes

• Allow users to create and manage their investment portfolios.
• Provide real-time stock market data for users to track stock performance.
• Enable users to analyze market trends and make informed investment decisions.
• Enhance user engagement with educational resources and news.
• Provide a seamless and intuitive user interface for portfolio and market management.

Tech Stack

Frontend:

• React JS
• React Router
• Axios (for API requests)
• Tailwind CSS

Backend:

• Spring Boot
• Spring Security (JWT Authentication)
• Spring Data MongoDB
• Lombok (for reducing boilerplate code)

Database:

• MongoDB

1. User Authentication and Registration

   • Implement user registration functionality.
   • Develop user login mechanism.
   • Integrate email verification and password reset features.

2. Portfolio Management Interface

   • Enable users to create, update, and manage their investment portfolios.

3. Stock Market Data and Visualization

   • Provide real-time stock market data.
   • Visualize stock performance with interactive charts.

4. Budget Management

   • Allow users to track and manage their investment budgets.

5. Learning Resources

Provide educational content on investing and financial literacy.

6. Dashboard

   • Develop a user-friendly dashboard for managing all portfolio-related activities.

Installation and Setup

Prerequisites:

• Node.js and npm installed
• Java JDK 17+
• MongoDB installed and running

Setup Backend

1. Clone the repository:

   git clone https://github.com/your-username/your-repo.git
   cd your-repo/backend

2. Configure MongoDB connection in application.properties:

   spring.data.mongodb.uri=mongodb://localhost:27017/your-database

3. Build and run the Spring Boot application:

   mvn spring-boot:run

Setup Frontend

1. Navigate to the frontend directory:

   cd ../frontend

2. Install dependencies:

   npm install

3. Start the development server:

   npm start

Running the Application

1. Start MongoDB if it's not running:

   mongod --dbpath /your/mongodb/path

2. Start the Spring Boot backend (mvn spring-boot:run)
3. Start the React frontend (npm start)
4. Open http://localhost:3000 in your browser

License

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

Contributing

Contributions are welcome! Please create a pull request with detailed changes.

Contact

For any queries, feel free to reach out at your-email@example.com.