Lightweight personal portfolio & net worth tracker with real-time visualization (Spring Boot + Maven).

• Java 17, Spring Boot 3 (Web, Data JPA)
• H2 in‑memory DB (dev)
• RESTful API endpoints
• Service-oriented architecture

• Vanilla JavaScript with modules
• Sneat Bootstrap Admin Template
• ApexCharts for data visualization
• Responsive design with Bootstrap 5

• 📊 Real-time portfolio tracking
• 📈 Net worth visualization
• 🔄 Transaction management
• 🔍 Search functionality for transactions and holdings
• 📱 Responsive mobile-friendly interface
• 💰 Real-time profit/loss calculations
• 📉 Holdings distribution visualization

• HistoryItem: Transaction records
• NetWorth: Point-in-time portfolio valuations
• StockPrice: Historical price data
• PortfolioItem: Current holdings representation

• Dynamic routing system
• Real-time search functionality
• Interactive charts
• Transaction management interface
• Responsive data tables

[
  {
    "ticker": "AAPL",
    "quantity": 10,
    "avgPrice": 15000,
    "currentPrice": 17500,
    "totalValue": 175000
  }
]

{
  "ticker": "AAPL",
  "quantity": 10,
  "price": 15000,
  "timestamp": "2025-08-22"
}

• Real-time holdings overview
• Profit/loss calculations
• Search functionality
• Interactive data refresh

• Add new transactions
• View transaction history
• Search transactions by ticker
• Real-time updates

• Historical net worth visualization
• Interactive timeline
• Tooltip details for specific dates

• Pie chart visualization
• Percentage allocation view
• Interactive legend
• Real-time updates

1. Clone the repository
2. Ensure Java 17 is installed
3. Run mvn spring-boot:run
4. Access the application at http://localhost:8080

money-api/
├── src/
│   ├── main/
│   │   ├── java/
│   │   │   └── com.bbapi.money_api/
│   │   │       ├── controller/
│   │   │       ├── service/
│   │   │       ├── repository/
│   │   │       └── entity/
│   │   └── resources/
│   │       └── static/
│   │           ├── js/
│   │           │   ├── views.js
│   │           │   └── api.js
│   │           └── index.html
│   └── test/
└── pom.xml

• User authentication
• Multiple portfolio support
• Export functionality
• Advanced analytics
• Price alerts
• Custom date ranges for reports

Contributions welcome! Please feel free to submit a Pull Request.