Investment Portfolio Tracker A modern, full-stack application designed to help you manage and visualize your mutual fund investments effectively.
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🚀 Features
Real-time Portfolio Dashboard
Track your total investment value Monitor daily returns and overall performance View portfolio distribution through interactive charts Smart Investment Analytics
Visual representation of investment growth Historical performance tracking Time-based filtering (1M, 6M, 1Y, All) Portfolio composition analysis through pie charts Automated Statement Processing
Bulk upload support for CAMS and KFintech statements Automatic data extraction and processing Secure PDF handling with password protection User-Friendly Interface
Modern Material UI design Responsive layout for all devices Intuitive navigation and controls Real-time data updates
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💻 Technology Stack
Frontend
React.js with Material UI Redux for state management Recharts for data visualization Responsive design principles Backend
Java Spring Boot RESTful API architecture JWT authentication PDF processing capabilities Security
Secure authentication system Protected API endpoints Encrypted data transmission
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🌟 Why Investment Portfolio Tracker?
Simplified Portfolio Management
All your mutual fund investments in one place Easy-to-understand performance metrics Quick access to important statistics Time-Saving
Automated statement processing Instant portfolio updates No manual data entry needed Better Investment Decisions
Clear performance visualization Historical trend analysis Comprehensive portfolio overview
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🚀 Getting Started
Create an account Upload your CAMS/KFintech statements Access your organized portfolio instantly Track your investments in real-time
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🔒 Security
Your financial data's security is our top priority. We implement:
End-to-end encryption Secure password handling Protected API endpoints Regular security updates
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📞 Support
For any queries or support, please reach out to [sayantanbiswas.mycareer@gmail.com]
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🛠 Installation
Install the Docker file
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📄 License
GNU General Public License v3.0
Simplify your mutual fund investment tracking today with Investment Portfolio Tracker!