kfwalther / Polly

A portfolio tracking tool written in Go and React.

Polly Portfolio Tracker

This portfolio tracking application was implemented using Go and React. Please use the instructions below to setup these tools for development.

Setup Go

Install Go by downloading the installer from here. Once installed, build the backend Go server for the application:

cd backend
go build -v -o go-server.exe

Download the JSON credentials file to target machine (if credentials.json is not already present). You can download the JSON file from the Google Cloud API Credentials page, under the OAuth 2.0 Client IDs section.

Install and setup MongoDB

The web backend depends on a MongoDB database to store the wealth of information pulled from Yahoo Finance. Download and install MongoDB (Community Edition) for Windows here. Once installed, start MongoDBCompass, connect to the MongoDB server, and create a new time-series database named polly-data-prod.

Install Python 3

Python 3 is used as a helper script for querying stock data from Yahoo finance. Install Python from here.

Run the backend server

Run the go-server.exe executable from the command line. When the server is finished querying data from Yahoo finance and reading Google sheets, it will begin listening for incoming requests from the frontend.

Setup NPM & React

1. Download and install Node and NPM here.

2. Ensure Python 3 is installed and available in the PATH.

3. Ensure Visual Studio is installed with the following workloads:

   • Desktop Development with C++
   • Windows 10 SDK

4. Navigate to the ui directory and install the npm packages for this application:

   cd ui
   npm install
   

Start the frontend

To start the React web server, run the following from the ui directory:

npm start

Once started, you should be able to access the app in the browser here:

http://localhost:3000