FundWatch

FundWatch is a comprehensive stock tracking and portfolio management application that helps users monitor investments and simulate trading strategies.

Features

• Stock Portfolio Tracking: Monitor your investments with detailed metrics including purchase price, current value, and performance statistics
• Stock Data Integration: Leverages Polygon.io API to fetch real-time and historical stock data
• Performance Analytics: Visual charts and metrics showing portfolio performance over time
• Transaction History: Track purchases and sales with comprehensive history views
• Watchlist Management: Keep track of potential investment opportunities
• Simulation Tools: Test different investment strategies with historical data

Technology Stack

• Backend: ASP.NET Core MVC (.NET 8)
• Database: Microsoft SQL Server (migrated from PostgreSQL)
• Frontend:
  • HTML5, CSS3, JavaScript
  • Syncfusion UI components
  • Bootstrap for responsive design
• Authentication: ASP.NET Core Identity
• External APIs: Polygon.io Stock API
• Cloud Infrastructure:
  • Microsoft Azure App Service
  • Azure SQL Database
  • Cloudflare for DNS, SSL, and security

Getting Started

Prerequisites

• .NET SDK 8.0 or later
• SQL Server (local or cloud instance)
• Visual Studio 2022 or Visual Studio Code
• Polygon.io API key

Local Development Setup

1. Clone the repository:

   git clone https://github.com/taylor-js/FundWatch.git
   cd FundWatch

2. Set up user secrets for connection strings and API keys:

   dotnet user-secrets set "ConnectionStrings:DefaultConnection" "Server=localhost;Database=FundWatch;Trusted_Connection=True;MultipleActiveResultSets=true;TrustServerCertificate=True;"
   dotnet user-secrets set "PolygonApi:ApiKey" "YOUR_POLYGON_API_KEY"
   dotnet user-secrets set "Syncfusion:LicenseKey" "YOUR_SYNCFUSION_LICENSE_KEY"

3. Apply database migrations:

   dotnet ef database update --context ApplicationDbContext
   dotnet ef database update --context AuthDbContext

4. Run the application:

   dotnet run

5. Open your browser and navigate to http://localhost:5147

Polygon.io API Integration

FundWatch utilizes several Polygon.io API endpoints:

• /v2/aggs/ticker/{symbol}/range/{multiplier}/{timespan}/{from}/{to} - For historical price data
• /v3/reference/tickers/{symbol} - For company details
• /v2/snapshot/locale/us/markets/stocks/tickers/{symbol} - For real-time quotes

Deployment

The application is deployed on Microsoft Azure using GitHub Actions for CI/CD:

• Every commit to the main branch triggers an automated build and deployment
• Azure SQL Database is used for data storage
• Cloudflare provides additional security and performance optimizations