Application to manage and track a stocks portfolio with dividends and return for a Buy & Hold investment investment strategy.

Motivation

Using a spreadsheet to manage a portfolio can become a complicated and tedious task, as well as calculating investment returns. That’s why I decided to create this application, to simplify these periodic and monotonous tasks of portfolio management.

Architecture

The application is composed of several nodes, each one with function:

• Nginx: Is the entrypoint of the user. It servers the static files and acts as a reverse proxy to access the Django application.
• Django: The application itself. Manages all the logic.
• Celery: Runs several tasks in the background, like updating the company and portfolio stats.
• Redis: Key/value db used by the application.
• Database: Database to store all the application data.

Development

If you are a developer and want to contribute, please check the Contribution guideliness and the Development guides

Deployment

Do you want to deploy the application in production? The documentation to it is available on Deploy application

User guides

User guides are available in its corresponding section.

Navigation

1. User Guides
   1. Deploy the application using Docker Compose
   2. Initialize the app data
   3. Create a portfolio
   4. Create a company
   5. Add your first shares and dividends
   6. Import dividends from Interactive Brokers
   7. Analyze your portfolio stats and charts
2. Development guides
   1. Requirements
   2. Select a database
   3. Install and run the project locally