This Portfolio Analzyer was built as a project with Goldman Sachs to allow Financial Analysts to create, analyze, and share investment portfolios.

1. User Registration and Login
2. Password Validation
3. Portfolio Creator and Editor
4. Portfolio Analyzer for Standard Metrics
5. Portfolio Interactive Charts
6. User Entitlement Management
7. Public Read-Only Portfolios
8. Access Logs
9. Secure Reset Password Flow

• Next.js
• Spring Boot
• MongoDB Atlas

1. Spring Security
2. Java Mail
3. JWT Serializer
4. Spring Data Mongo
5. Jackson
6. Lombok

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To get a local copy up and running follow these simple example steps.

Before you can run the application, you must have the following installed

• Java 17 and Above
• Maven and Spring Boot
• Node
• NPM

1. This project uses MongoDB, and will not run unless the proper Environment Variables have been loaded.
2. This project uses Spring Mail and will not run unless the SPRING MAIL Environment Variables have been configured
3. This Project consists of both a Frontend and Backend. The Frontend runs on http://localhost:3000 while the Backend runs on http://localhost:8080.

1. Clone the repo

   git clone https://github.com/quinncheong/goldman-sachs-portfolio-manager.git

1. Change Directory to the Frontend (/frontend)
2. Install NPM packages

   npm install

3. Duplicate a copy of .env.local-example in the same directory, and rename it to .env.local.
4. Run the Frontend

   npm run dev

1. Change Directory to the backend (/backend)
2. Under backend/src/main/resources, duplicate a copy of .env-dev-example in the same directory and rename it to .env-dev.
3. Fill in all the necessary details.
   1. MongoDB Details can be from when creating an Atlas Account.
   2. Spring Mail details can be found by creating a new GMAIL account to send out emails.
4. Run the follow 2 scripts to compile and run the application.

./compile.bat

./run.bat

5. If Step 4 does not work, you can run the backend directly with the command below

mvn spring-boot:run

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Distributed under the MIT License. See LICENSE.txt for more information.

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This project was built by the following contributors:

Ang Wei Sheng - Github
Bryan Lee - Github
Chester Chia - Github
Elijah Khor - Github
Japheth Leong - Github
Quinn Cheong - Github

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