Assetly

A modern personal finance and investment dashboard for tracking, analyzing, and managing multiple asset classes in one place.

Assetly is a full-stack personal finance platform that brings stocks, cryptocurrency, forex, gold, earnings, market news, transactions, and portfolio analytics into a centralized dashboard.

The application is designed to give users a clear view of their financial activity and market performance while providing secure authentication, portfolio management, and automated financial data updates.

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✨ Features

📊 Financial Dashboard

• Portfolio performance overview
• Asset allocation visualization
• Net worth tracking
• Market summaries
• Real-time/near-real-time market data
• Financial performance analytics

📈 Stocks

• Stock price tracking
• Percentage price changes
• Market data and performance visualization
• Earnings information
• Historical performance analysis

💱 Forex

• Currency pair prices
• Exchange-rate changes
• Forex market data
• Currency performance tracking

🪙 Cryptocurrency

• Cryptocurrency prices
• Price change tracking
• Crypto portfolio data
• Transaction management
• Market visualization

🥇 Gold & Market Indicators

• Gold price tracking
• Market snapshots
• Multi-asset market overview

📰 Financial News

• Market news
• Stock-related news
• Cryptocurrency news
• Financial headlines

💰 Earnings Tracker

• Earnings data and growth visualization
• Historical earnings information
• Earnings-focused analytics

💳 Account & Transaction Management

• Add financial accounts
• Track account balances
• Record buy/sell transactions
• Transfer tracking
• Transaction history with filtering

📲 Portfolio Analytics

• Portfolio overview
• Asset allocation
• Performance tracking
• Historical portfolio analysis

📤 Transaction Export

• Excel/XLSX export
• Transaction history export

🔐 Authentication & Security

• User registration and login
• Authentication sessions with access/refresh tokens
• Protected routes
• Password change and reset
• Google OAuth integration
• HTTP-only cookies
• Password hashing
• CORS protection
• HTTP security headers
• API rate limiting

📧 Newsletter

• Newsletter subscription
• Email-based communication
• Subscription management

⏰ Automated Tasks

• Scheduled monthly portfolio snapshots
• Automated financial data updates
• Background market-data processing
• Cron-based scheduled tasks

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🏗️ Architecture

Assetly follows a client-server architecture:

                ┌──────────────────────┐
                │      Assetly UI     │
                │   React + Vite      │
                └──────────┬───────────┘
                           │
                           │ REST API
                           ▼
                ┌──────────────────────┐
                │   Express Backend   │
                │      Node.js        │
                └──────────┬───────────┘
                           │
          ┌────────────────┼────────────────┐
          │                │                │
          ▼                ▼                ▼
    Authentication    Market Data     PortfolioData
          │                │                │
          └────────────────┼────────────────┘
                           ▼
                ┌──────────────────────┐
                │      Supabase       │
                │    PostgreSQL DB    │
                └──────────────────────┘

Folder Structure

Assetly/
│
├── client/                         # React + Vite frontend
│   ├── public/
│   ├── src/
│   │   ├── Api/
│   │   │   └── axios.js            # Axios API configuration
│   │   ├── Context/
│   │   │   ├── appContext.jsx
│   │   │   └── appContextProvider.jsx
│   │   ├── Pages/
│   │   │   ├── Accounts.jsx
│   │   │   ├── ChangePassword.jsx
│   │   │   ├── Crypto.jsx
│   │   │   ├── Earnings.jsx
│   │   │   ├── Forex.jsx
│   │   │   ├── ForgotPassword.jsx
│   │   │   ├── Home.jsx
│   │   │   ├── LandingPage.jsx
│   │   │   ├── Login.jsx
│   │   │   ├── News.jsx
│   │   │   ├── Overview.jsx
│   │   │   ├── Settings.jsx
│   │   │   ├── SignUp.jsx
│   │   │   ├── Stocks.jsx
│   │   │   ├── Transactions.jsx
│   │   │   └── authCallback.jsx
│   │   ├── components/
│   │   │   ├── ExportTransactionsModal.jsx
│   │   │   ├── Navbar.jsx
│   │   │   └── ProtectedRoute.jsx
│   │   ├── hooks/
│   │   │   └── useHomeData.jsx
│   │   ├── lib/
│   │   │   └── supabase.js
│   │   ├── data/
│   │   ├── Styles/
│   │   ├── assets/
│   │   ├── utils/
│   │   ├── App.jsx
│   │   ├── App.css
│   │   ├── index.css
│   │   └── main.jsx
│   ├── package.json
│   ├── vite.config.js
│   ├── Dockerfile
│   └── .env
│
├── server/                         # Node.js + Express backend
│   ├── config/
│   ├── controllers/                # Business logic
│   │   ├── accountsController.js
│   │   ├── authController.js
│   │   ├── cryptoController.js
│   │   ├── earningsController.js
│   │   ├── forexController.js
│   │   ├── homeController.js
│   │   ├── landingPageController.js
│   │   ├── newsController.js
│   │   ├── newsletterController.js
│   │   ├── overviewController.js
│   │   ├── stocksController.js
│   │   └── transactionController.js
│   ├── routes/                     # API routes
│   │   ├── accountRouter.js
│   │   ├── authRouter.js
│   │   ├── cryptoRouter.js
│   │   ├── earningsRouter.js
│   │   ├── forexRouter.js
│   │   ├── homeRouter.js
│   │   ├── landingPageRouter.js
│   │   ├── newsRouter.js
│   │   ├── newsletterRouter.js
│   │   ├── overviewRouter.js
│   │   ├── stocksRouter.js
│   │   └── transactionRouter.js
│   ├── middleware/
│   ├── services/
│   ├── server.js
│   ├── package.json
│   ├── Dockerfile
│   └── .env
│
├── docker-compose.yml
├── .gitignore
└── README.md