Investments

A Laravel application to track your investment portfolio performance, dividends, and stock splits using live market data.

• Installation
• Import/Export
• Market Data Interface
• Commands
  • Refresh Market Data
  • Refresh Dividend Data
  • Refresh Splits Data
  • Refresh Holding Data
  • Capture Daily Change

Installation

To begin, you should pull the source from github using git clone like this:

git clone https://github.com/hackerESQ/investments && cd investments

Now, you'll need to install all required composer packages:

composer install

Finally, you should configure your database credentials in your .env file. Now, you can choose to install locally (e.g. on Homestead or Valet) or on Docker (with the help of Sail).

Local

Assuming you already have your local development environment configured (e.g. if you're running valet or homestead), you can simply seed the database with the first user:

php artisan db:seed

That's it. You can now access Investments at localhost or investments.test, depending on your local development environment. The first user's credentials are:

Username: [email protected]
Password: password

If installing locally, you will need to configure a cron job to run your scheduler jobs or use the artisan command. This ensures your daily change and market data is updated. Additionally, you'll need to run php artisan queue:work to ensure holdings are updated during imports.

Docker (Sail)

Running Investments in Docker ensures the scheduler and queues are configured appropriately. But, there's several .env variables you should ensure to configure as appropriate. These determine how your Docker containers will function:

APP_URL=localhost
APP_SERVICE=investments.test
APP_PORT=80

You can now run sail up -d to start the webserver and database containers. But you'll need to create your first user, using the sail artisan db:seed command. This will run the seed command in the container and create the first user:

Username: [email protected]
Password: password

You should change these user credentials.

Import/Export

You can import and export all data within Investments. Imports and exports use Excel files.

Import

To begin importing data, you'll need to get the import template. You can just export whether you have data or not. This is the import template. When you import data, it is upserted (i.e. existing data is updated and new data is inserted).

Export

Export is simple. Each set of data is on a separate worksheet within the exported file.

Market Data Interface

Market data is pulled from Yahoo finance using the scheb/yahoo-finance-api library by default. However, you can choose to create your own market data interface if you choose. See the MarketDataInterface.php file for more information on how to define your own interface. The interface is configured in the market_data.php config file.

Commands

There are various commands available to help facilitate your investment tracking.

Refresh Market Data

Coming soon.

Refresh Dividend Data

Coming soon.

Refresh Splits Data

Coming soon.

Refresh Holding Data

Coming soon.

Capture Daily Change

Coming soon.

Finally

Testing

You can run tests with the composer test command.

Contributing

Feel free to create a fork and submit a pull request if you would like to contribute.

Bug reports

Raise an issue on GitHub if you notice something broken.