portfolio-rebalancer
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://www.alphavantage.co/
- 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 yarn installed:
- git clone https://github.com/AlexisDeschamps/portfolio-rebalancer
- cd portfolio-rebalancer
- yarn install
- yarn dev
- (visit http://localhost:7500/)
- To test: yarn test or yarn test:watch
- To lint: yarn lint or yarn lint:fix
- You can check out other scripts in package.json