A premium, full-stack, real-time portfolio management and financial auditing application tailored for tracking stock portfolios, analyzing trade performances, and monitoring personal cashflows.
- Advanced Security & Authentication: Secure login and registration system utilizing JWT verification and Argon2id password hashing, enhanced with automated skeleton suspense loaders for a seamless user experience.
- IDX Composite Terminal: A high-performance trading terminal rendering real-time stock details, fundamental metrics, and interactive charts powered by TradingView's
lightweight-charts. - Automated Market Feeds: Integration of background daemons and modules to fetch live tick prices and historical candlestick data directly from Yahoo Finance.
- Multi-Account Financial Tracker: Manage multiple distinct broker portfolios and bank accounts under a single unified dashboard. Includes dynamic budget tracking, consolidated balance sheets, and mobile-responsive chronological cashflow views.
- Trade Management & Audits: Record buy/sell actions with custom execution fee inputs. Track current holdings and live performance with detailed, paginated transaction histories equipped with server-side filtering and search.
- Interactive Analytics Dashboard: A visual overview of account balances and portfolio allocations with interactive data visualization powered by Recharts.
- Shareable Trade Cards: Instant generation of clean, professional PnL and ROI performance report cards, perfect for sharing trading results.
- Comprehensive Trading Journals: Document trading plans and personal notes with rich-text support, cloud-backed image attachments, and responsive card-based layouts for both desktop and mobile.
- Profile Configuration: Manage user settings and adjust balance sheet structures dynamically to fit evolving financial needs.
- AI Portfolio Auditor (Coming Soon): A built-in intelligent agent designed to analyze trading habits, detect performance anomalies, and offer custom advisory insights..
- Language & Runtime: Go 1.25+
- Core HTTP Engine: Fiber v3 (High-performance, low-overhead routing)
- Database Engine: PostgreSQL with connection pooling
- ORM Persistence Layer: GORM (Auto-migrations and relational bindings)
- Data Validation & Security: Argon2id crypt hashes, struct validations
- Architecture: Domain-Driven Design (DDD) & Clean Architecture
- Core Platform: Next.js 16 (App Router, Server Components by default)
- View Layer: React 19
- State Management: Zustand
- Data Validation: Zod (Type-safe schemas)
- Styling & UI: Vanilla CSS and Tailwind CSS v4
- Components System: shadcn/ui (Radix UI), Lucide Icons
- Data Fetching: Axios
- Interactive Visualizers: Recharts & TradingView Lightweight Charts
- Package Manager: pnpm
Trade-Performance-Tracker/
├── backend/ # Go API Engine
│ ├── cmd/ # Application Entrypoints
│ │ └── api/ # Fiber API runtime
│ │ └── main.go # Bootstraps configuration, DB, handlers, and routers
│ ├── core/ # Domain-Driven Design Core
│ │ ├── config/ # DB connectivity, pooling & environment configs
│ │ ├── delivery/ # Request controllers & endpoint routing
│ │ │ ├── handlers/ # Endpoint handlers (user, positions, notes, assets, etc.)
│ │ │ └── http/ # Fiber router configuration (routers.go)
│ │ ├── domain/ # Core business models, GORM structures & contracts
│ │ ├── integrations/ # Live market data scrapers & scanner feeds
│ │ │ └── providers/ # TV Scanner (TradingView) & Yahoo Finance adapters
│ │ ├── repositories/ # Database access layers & persistence queries
│ │ ├── script/ # Executable utilities (auto-migrate.go script)
│ │ ├── services/ # Enterprise logic, use cases & calculations
│ │ └── worker/ # Background daemons (update_stock.go price synchronizer)
│ ├── pkg/ # Reusable framework utilities
│ │ ├── middleware/ # Security & JWT router guards
│ │ └── utils/ # Crypt encoders, number formatters, error wrappers
│ ├── .dockerignore # Excluded files for containerization
│ ├── .env.example # Backend environment blueprint
│ ├── .gitignore # Git patterns to ignore in backend
│ ├── Dockerfile # Go lightweight production container
│ ├── go.mod # Go engine dependencies
│ ├── go.sum # Dependecies checksum verification
│ └── README.md # Backend technical guide
│
├── frontend/ # Next.js Application
│ ├── app/ # Next.js App Router (Strictly route pages and layouts)
│ │ ├── (account)/ # Auth routes (login, register) with Server/Client splits
│ │ │ ├── loading.tsx # Animated auth page skeleton loader
│ │ │ ├── login/ # LoginPage Server parent + LoginClient interactive form
│ │ │ └── register/ # RegisterPage Server parent + RegisterClient interactive form
│ │ ├── admin/ # Secured administrative dashboard views
│ │ │ ├── assistant/ # AI Copilot layout and conversational workspace
│ │ │ ├── calculator/ # Position sizing & risk-reward ratio calculator
│ │ │ ├── composite/ # IDX Composite Terminal details & lightweight-charts UI
│ │ │ ├── dashboard/ # Unified balance summaries & key statistics
│ │ │ ├── journals/ # Notebook space & formatted journal cards
│ │ │ ├── profile/ # Accounts management, asset splits & passwords
│ │ │ ├── stocks/ # Holdings trackers with dynamic metadata routing
│ │ │ └── transactions/ # Filterable logs, trade audits & fee records
│ │ ├── favicon.ico # App Favicon
│ │ ├── globals.css # Typography, tailwind layers & scroll themes
│ │ ├── layout.tsx # Root HTML frame & fonts binding
│ │ └── page.tsx # Main landing page route entrypoint
│ ├── components/ # Reusable UI components
│ │ ├── calculator/ # Custom numeric pads and input screens
│ │ ├── dashboard/ # Account balance widgets & charts cards
│ │ ├── journal/ # Note editors & popup sheet displays
│ │ ├── profile/ # Allocation charts & manage-balance side sheets
│ │ ├── shared/ # Common Dialog wrappers, image boxes & modals
│ │ ├── stock/ # Position selectors & custom charts
│ │ ├── terminal/ # TradingView lightweight chart visualizers
│ │ ├── tracker/ # Budgeting columns & mobile-friendly lists
│ │ ├── trades/ # Performance modal wrappers & ROI sheets
│ │ ├── transaction/ # Responsive table structures & data columns
│ │ ├── ui/ # Shadcn/ui core primitive components
│ │ ├── user/ # Authentication controls & reusable input forms
│ │ ├── AdminSidebar.tsx # Main navigation bar layout
│ │ └── ThemeProvider.tsx # System theme contexts switcher
│ ├── hooks/ # Custom React hooks (domain-specific & viewport helpers)
│ │ ├── asset/ # IDX composite details and candle chart queries
│ │ ├── calculator/ # Formulas and evaluations helpers
│ │ ├── note/ # Journal fetchers, adders, modifiers, and deleters
│ │ ├── position/ # Holdings mutations and live-prices socket listeners
│ │ ├── table/ # Sorting and paginating helpers
│ │ ├── transaction/ # Historical lists queries and migrations handlers
│ │ ├── use-mobile.ts # Global viewport width detector helper
│ │ └── user/ # Auth session actions, registration flows, and profiles
│ ├── lib/ # Standard utilities, formatting, and axios configurations
│ │ ├── axios.ts # Preconfigured axios instance routing to backend endpoints
│ │ ├── formatter.ts # Currency conversion, dates, and number formatters
│ │ └── utils.ts # Class merging utility (cn) helper
│ ├── schemas/ # Safe runtime validators enforced via Zod
│ │ ├── asset.schema.ts # IDX asset data formats validation
│ │ ├── auth.schema.ts # Authentication models validation
│ │ ├── balance.schema.ts # Capital and balance transaction data validator
│ │ ├── journal.schema.ts # Journal logs and attachments validator
│ │ └── transaction.schema.ts # Orders and trade executions validator
│ ├── stores/ # Global stores managed via Zustand
│ │ ├── useTransactionStore.ts # Synced cache for user order histories
│ │ └── useUserStore.ts # Active profile context and authentication session store
│ ├── app.config.ts # App constant configuration options
│ ├── public/ # Static graphical assets & icons
│ ├── tsconfig.json # Compiler rules for TypeScript
│ ├── next.config.ts # Core Next.js configuration rules
│ ├── package.json # Node modules dependencies and task runners
│ ├── pnpm-lock.yaml # Pnpm lockfile for deterministic installs
│ ├── pnpm-workspace.yaml # Monorepo workspaces definition
│ ├── eslint.config.mjs # Code style enforcement rules
│ ├── postcss.config.mjs # CSS compile specifications
│ ├── proxy.ts # Dev server connection proxies
│ └── README.md # Frontend user guide
│
├── .gitignore # Global project files to ignore
├── backup-trade-tracker.sql # Relational database seed snapshot
├── CHANGELOG.md # Historic record of releases & milestones
├── DEPLOYMENT.md # Production cloud deployment guide
├── docker-compose.yml # Container orchestration blueprints
├── vercel.json # Monorepo vercel routing config
└── README.md # Main workspace manual
- Go (1.25 or higher)
- Node.js (20 or higher)
- pnpm (Preferred package manager)
- PostgreSQL (Main database)
- Cloudinary (Media management for image uploads and CDN.)
- Vercel (Managed PostgreSQL & Connection Pooling.)
- Supabase (Managed PostgreSQL & Connection Pooling, use this if you're going to online)
- Navigate to the backend directory:
cd backend - Setup environment variables:
Edit
cp .env.example .env
.envto configure your PostgreSQL credentials. - Download dependencies:
go mod tidy
- Perform auto-migration:
go run core/script/auto-migrate.go
- Boot the server engine:
The server starts on the configured port (default
go run cmd/api/main.go
:8080).
- Open a new terminal session and navigate to the frontend directory:
cd frontend - Install clean dependencies:
pnpm install
- Boot the Next.js development server:
Access the client directly at http://localhost:3000.
pnpm run dev
Copy the .env.example file to .env in both /frontend and /backend directories, then fill in the following variables:
| Variable | Description | Source |
|---|---|---|
NEXT_PUBLIC_API_URL |
Go Backend Engine URL | Default: http://localhost:8080/api |
NEXT_PUBLIC_CLOUDINARY_CLOUD_NAME |
Cloudinary Account Name | Cloudinary Console Dashboard |
| Variable | Description | Source |
|---|---|---|
DB_CONNECTION |
PostgreSQL Connection String | See Database Setup Guide |
PORT |
Server Port | Default: 8080. |
JWT_SECRET |
Secret key for JWT signing | Create a random secure string (e.g., using openssl rand -base64 32). |
PRODUCTION_MODE |
App environment state | Set to false for local dev, true for production/Vercel. |
PRODUCTION_ENVIRONMENT |
App environment name | Example: Vercel, localhost, etc. |
API_GROUP_NAME |
Fiber route prefix | Default: /api. |
ALLOW_ORIGINS |
Allowed CORS Origins (splitted with comma) | Example: http://localhost:3000, https://tpt-v3.vercel.app. |
- Cloud (Recommended): Go to Supabase > Connect > Transaction Pooler. Use Port
6543. - Local Dev: Use your local PostgreSQL connection string (e.g.,
postgres://user:pass@localhost:5432/db).
For comprehensive production deployment instructions on Vercel, including our seamless "Zero-Config" True Monorepo setup, please refer to the Deployment Guide.
This project is licensed under the MIT License.