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Investment Portfolio Tracker With Live Market Data Integration

Added Jun 2025 3 design docs

Retail investors spread holdings across brokers and asset classes, then lose the overall picture: what the portfolio is worth right now, which positions drive returns, and how allocation has drifted. This project builds a portfolio tracker that restores that picture in real time. The intern implements a FastAPI and Python backend with PostgreSQL recording holdings, transactions, and valuation history, integrating third-party market data APIs so prices and portfolio values update live. Concurrency control keeps transaction records consistent even when updates overlap, an important discipline anywhere money is counted, and JWT authentication with role-based access protects every account. The React and TypeScript frontend, styled with Tailwind CSS, presents performance analytics and allocation breakdowns through rich interactive visualizations, alongside a complete transaction history. The intern learns to consume and cache external financial data, design schemas for auditable transaction records, and handle correctness under concurrent writes, then finishes with a fintech-grade application that demonstrates both engineering rigor and an understanding of what investors actually need to see.

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