wallaceiam / portfolio-rebalancer

Investment portfolio rebalancing web app

Portfolio Rebalancer

Portfolio Rebalancer is a web application for streamlined portfolio rebalancing.

Link: https://www.portfoliorebalancer.com

Features

• O(n) steps generation time
• Selection of common model portfolios (e.g. Canadian Couch Potato)
• Model portfolio customization
• Model portfolio saving for reuse
• Real-time prices and currency exchange rates from https://finance.yahoo.com
• Calculations for taking out cash as well as investing
• Responsive design
• Trading currency selection
• Options for whole units, partial units, or cash amounts

Technologies

• React - JavaScript UI library
• Redux - Predictable state container for JavaScript
• Redux Thunk - Thunk middleware for Redux
• React Router - Server side rendering
• React Router Redux - Redux and React Router integration
• Node.js - JavaScript runtime environment
• Express - Web framework for Node.js
• axios - Promise based HTTP client
• Material-UI - Set of React components
• Webpack - Bundling
• react-transform-hmr - Hot reloading
• Karma - Test runner
• Heroku - Cloud application platform
• MongoDB - NoSQL database program
• Mongoose - MongoDB object modeling tool
• ESLint - Linting
• nodemon - Change watching
• Google OpenID Connect - Authentication
• Nodemailer - Email sending

How to use

With Git and Node.js installed:

1. git clone https://github.com/AlexisDeschamps/portfolio-rebalancer
2. cd portfolio-rebalancer
3. npm install
4. npm run dev
5. (visit http://localhost:7500/)

• To test: npm run test, npm run test:watch
• To lint: npm run list, npm run lint:fix
• You can check out other scripts in package.json

License

MIT