Trade Performance Tracker

A comprehensive full-stack application for tracking and analyzing trade performance, managing stock portfolios, and monitoring transaction histories.

🌟 Features

• User Authentication: Secure Login and Registration system using JWT.
• Interactive Dashboard: Overview of account balance and portfolio allocation with visual charts (Recharts).
• Transaction Management: Record buy/sell actions with detailed, paginated history (including fee by percentage input).
• Stock Positions: Track current holdings and live performance with auto-updating market prices.
• Trade Results: Generate and share comprehensive trade result (PnL & ROI) report cards.
• Journals & Notes: Personal note page with image and long-text support.
• Financial Tracker: Manage and track personal financial activities through a dedicated dashboard with mobile-responsive consolidated views.
• Profile Management: Manage user settings and adjust balance sheets dynamically.
• AI Assistant: Built-in assistant to help analyze trading patterns and offer insights. (Coming soon)

🛠 Tech Stack

Backend

• Language: Go 1.25+
• Framework: Fiber v3
• Database ORM: GORM
• Database: PostgreSQL
• Security: Argon2id for password hashing, Validator for struct validation
• Architecture: Domain-Driven Design / Clean Architecture (delivery, domain, repository, services)

Frontend

• Framework: Next.js 16 (App Router)
• Library: React 19
• Styling: Tailwind CSS v4
• UI Components: shadcn/ui (Radix UI), Lucide Icons
• Data Fetching: Axios
• Charts: Recharts
• Package Manager: pnpm

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📂 Project Structure

Trade-Performance-Tracker/
├── backend/                  # Go API Server
│   ├── cmd/                  # Entry point for the application (main.go)
│   │   ├── api/              # Where main.go located
│   ├── internal/             # Application code (Clean Architecture)
│   │   ├── config/           # Configuration loaders
│   │   ├── delivery/         # HTTP handlers and routing
│   │   ├── domain/           # Core interfaces and entities
│   │   ├── repository/       # Database interactions
│   │   └── services/         # Business logic
│   ├── pkg/                  # Shared utilities and helpers
│   ├── .dockerignore         # Ignored files (Docker)
│   ├── .env.example          # Example environment variables
│   ├── .gitignore            # Ignored files (Git)
│   ├── go.mod                # Go module dependencies
│   ├── go.sum                # Another Go file
│   └── README.md             # README
└── frontend/                 # Next.js Application
│   ├── app/                  # App Router pages and layouts
│   │   ├── (account)/        # Auth pages (login, register)
│   │   ├── admin/            # Dashboard, Profile, Stocks, Transactions, Assistant, Tracker, Calculator, Journals
│   │   └── components/       # Shared & Local Page UI Components (for pages, etc.)
│   ├── components/           # Reusable UI components (shadcn, charts, etc.)
│   ├── hooks/                # Custom React hooks for API and state management
│   ├── lib/                  # Utility functions
│   ├── types/                # TypeScript interface definitions
│   ├── .env.example          # Example environment variables for frontend
│   ├── Dockerfile            # Docker instructions for frontend deployment
│   ├── eslint.config.mjs     # Linting rules and code style configuration
│   ├── next.env-d.ts         # TypeScript definitions for Next.js
│   ├── next.config.ts        # Next.js specific configuration
│   ├── package.json          # Node dependencies
│   ├── pnpm-lock.yaml        # pnpm lockfile
│   ├── pnpm-workspace.yaml   # Monorepo workspace configuration for pnpm
│   ├── postcss.config.mjs    # Tailwind CSS and PostCSS configuration
│   ├── proxy.ts              # Local development proxy settings
│   ├── README.md             # README
│   └── tsconfig.json         # TypeScript compiler configuration
├── .gitignore                # Ignored files for the entire workspace (Git)
├── backup-trade-tracker.sql  # Database snapshot or backup file
├── CHANGELOG.md              # Record of all notable changes to the project
├── docker-compose.yml        # Docker orchestration for local development
├── README.md                 # Main project documentation
└── vercel.json               # Vercel config file

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🚀 Installation & Setup

Prerequisites

• 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)

1. Backend Setup

1. Navigate to the backend directory:

   cd backend

2. Set up environment variables:

   cp .env.example .env

   Edit .env to match your PostgreSQL database credentials.
3. Install dependencies:

   go mod tidy

4. Run migrations:

   go run core/script/auto-migrate.go

5. Run the Go server:

   go run cmd/api/main.go

   The API will start on the configured port (default is usually :3000 or :8080).

2. Frontend Setup

1. Open a new terminal and navigate to the frontend directory:

   cd frontend

2. Install dependencies via pnpm:

   pnpm install

3. Set up environment variables (if required for API endpoint URLs):

   # Create a .env.local if you need to override the default API URL (Schemas can be obtained from .env.example)

4. Start the Next.js development server:

   pnpm run dev

   The frontend will be available at http://localhost:3000.

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🛠️ Environment Variables Setup

Copy the .env.example file to .env in both /frontend and /backend directories, then fill in the following variables:

🌐 Frontend (/frontend)

Variable	Description	How to Obtain
NEXT_PUBLIC_API_URL	Your Go Backend URL	Usually http://localhost:8080 for local or your Vercel deployment URL. Default: {url}/api
NEXT_PUBLIC_CLOUDINARY_CLOUD_NAME	Cloudinary Cloud Name	Get it from Cloudinary Dashboard after sign up.

⚙️ Backend (/backend)

Variable	Description	How to Obtain
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.
API_GROUP_NAME	Fiber route prefix	Default: /api.

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🔧 Database Setup Guide

• Cloud: Go to Supabase > Connect > Transaction Pooler. Use Port 6543. For more information, see images below.

• Local: Use your local PostgreSQL URI (e.g., postgres://user:pass@localhost:5432/db)

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🌍 Deployment

For comprehensive production deployment instructions on Vercel, including our seamless "Zero-Config" True Monorepo setup, please refer to the Deployment Guide.

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📝 License

This project is licensed under the MIT License.