Stock Portfolio Tracker

Team Members

Name	NetID	Role
Uzair	uzairs2	Backend, API, Docker, Testing
Youngjin	ys62	Frontend, UI, Data Visualization

About Stock PortFolio Tracker

Stock Portfolio Tracker is a full-stack web application that allows users to create, manage, and analyze stock portfolios using real-time market data and sentiment context.

A README, along with a repository license and contribution guidelines, helps communicate expectations, usage, and project structure to contributors and users. This file serves as the primary entry point for understanding the project.

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What the Portfolio Does

Stock Portfolio Tracker enables users to:

• Create token-based portfolio sessions (no login required)
• Add, update, and remove stock positions
• Fetch and cache real-time stock prices
• Visualize portfolio allocation and composition
• Compare portfolios against public figures
• Explore sentiment context using NLP techniques

The application integrates a React frontend with a FastAPI backend and a relational database.

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Differences Between Our Stock Portfolio and Others

Unlike traditional portfolio trackers, this project includes:

• Token-based sessions
  No logins or accounts required — users receive a token that persists their portfolio across sessions.

• Alternative timelines
  Users can explore hypothetical scenarios and compare outcomes over time.

• Public figure comparisons
  Portfolio allocations and performance can be compared against politicians and other public figures.

• Sentiment-aware insights
  Social sentiment (via NLP) provides contextual insight into portfolio movements.

• Lightweight & modular architecture
  Designed for extensibility with clean API boundaries and test coverage.

Why This Portfolio Is Useful

This project demonstrates:

• End-to-end full-stack development
• RESTful API design
• Frontend-backend integration
• Data visualization
• Automated testing and coverage
• Practical use of AI/NLP (sentiment analysis)
• Software engineering best practices

It is useful both as a functional portfolio analysis tool and as a learning reference for modern web development workflows.

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Getting Started

Prerequisites

• Node.js (v18+ recommended)
• Python 3.10+
• Git

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Backend Setup

cd backend
python -m venv .venv
source .venv/bin/activate   # Windows: .\.venv\Scripts\activate
pip install -r requirements.txt
uvicorn main:app --reload