Example live server hosted at https://india-portfolio-manager.herokuapp.com/. Not optimized for mobile. Best viewed on Chrome browser.
! Please be kind enough and not do any delete operationsTo build a portfolio manager which can track and provide insights into a individual or family's financial interests
- Goals
- PPF (Public Provident Fund)
- EPF (Employee Provident Fund)
- Fixed Deposit
- ESPP (Employee Stock Purchase Plan)
- Users
- SSY (Sukanya Samridhi Yojana)
- RSU (Restricted Stock Units)
- Shares
- Mutual Funds
- Clone or download this source code
- Create a virtual environment
userid@host portfoliomanager % python3 -m venv ./venv
- Activate virtual environment
userid@host portfoliomanager % source ./venv/bin/activate
- Install the following:
(venv) userid@host portfoliomanager % pip install -r requirements.txt
- Setup server
(venv) userid@host portfoliomanager % cd src
(venv) userid@host src % python manage.py makemigrations
(venv) userid@host src % python manage.py migrate
- Create super user (Reference: https://docs.djangoproject.com/en/2.2/intro/tutorial02/#creating-an-admin-user)
(venv) userid@host src % python manage.py createsuperuser
Username: admin
Email address: admin@example.com
Password: **********
Password (again): *********
Superuser created successfully.
(venv) userid@host src %
- Start django server
(venv) userid@host src % python manage.py runserver
-
Open homepage at http://127.0.0.1:8000/
-
In another terminal activate virtual environment and run background tasks
userid@host portfoliomanager % source ./venv/bin/activate
(venv) userid@host portfoliomanager % cd src
(venv) userid@host src % python manage.py run_huey
- Copy chrome driver to root of the project (portfoliomanager) from here: https://chromedriver.chromium.org/downloads
