DhyeyVora-1706 / Portfolio_API

Portfolio API is a comprehensive tool for managing investment portfolios, tracking stock holdings, and executing trades. It provides endpoints for portfolio creation, trade operations, and performance metrics. Designed for ease of use, it ensures accurate and efficient portfolio management.

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Portfolio API

The Portfolio API allows users to manage their investment portfolios, including stocks and trades. It includes three primary schemas: Portfolio, Stock, and Trade.

Core Functionalities

  1. Create a Portfolio:

    • User can create a portfolio
  2. Stock Management:

    • Users can add or sell stocks and get average buying price for each and every stock for a particular portfolio
    • For any invalid activity validation is already provided.
  3. Trade Management:

    • Manages all the trades for a particular trade and updates current holdings in the stocks accordingly.

Installation

  1. Clone the GitHub repository.
  2. Update the .env file with appropriate configurations for:
    • Database connection details
  3. Run npm install to install project dependencies.
  4. Refer to the Routes file for API endpoints and use a tool like Postman to test them.

About

Portfolio API is a comprehensive tool for managing investment portfolios, tracking stock holdings, and executing trades. It provides endpoints for portfolio creation, trade operations, and performance metrics. Designed for ease of use, it ensures accurate and efficient portfolio management.


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