MutualFundCalculatorELS

Backend (Spring Boot)

From the backend/ directory:

• Run tests: ./mvnw test
• Run app: ./mvnw spring-boot:run

CAPM Data Configuration

• Set FRED key:
  • macOS/Linux: export FRED_API_KEY=your_key_here
  • The backend reads fred.apiKey, which defaults to ${FRED_API_KEY} when unset.
• Risk-free rate (Rf):
  • Source: FRED DGS10 via fred.baseUrl (default https://api.stlouisfed.org/fred).
  • Fallback: capm.riskFreeFallback (default 0.04) when key/network/parse fails.
• Market return (Rm):
  • Source: public Yahoo Finance S&P 500 chart endpoint (^GSPC) using the latest 5-year monthly close data.
  • Computation: 5-year CAGR, Rm = (end / start)^(1/5) - 1.
  • Fallback: capm.marketReturn5y (default 0.10) if fetch or parsing fails.
• Caching:
  • Both Rf and Rm are cached for 24 hours to reduce external calls.

Backend runs at http://localhost:8080 (API base: /api).

Frontend (Vite + React)

From the frontend/ directory:

• Install dependencies (first time): npm install
• Run dev server: npm run dev

Frontend runs at http://localhost:5173 (configured to talk to the backend).

Run both

1. In one terminal: cd backend && ./mvnw spring-boot:run
2. In another terminal: cd frontend && npm install && npm run dev
3. Open http://localhost:5173 in your browser.