# Portfolio Engine

A lightweight portfolio and financial data backend written in Go. Tracks companies, currencies, revenue reports, and trades across configurable time periods — replacing spreadsheets with a proper database, REST API, and interactive shell.

## Features

* SQLite database with foreign key enforcement
* REST API on port `8080`
* Interactive shell for managing data without an HTTP client
* Revenue tracking by period (quarterly, half-year, full year)
* Revenue broken down by custom categories (product, location, segment...)
* Trade tracking (stocks, options, currency trades)
* Health endpoint with DB latency, memory, and uptime stats


## Roadmap
* Price update endpoint
* Market cap calculation (price × shares outstanding)
* Multi-currency conversion
* Frontend dashboard
* Shares outstanding history db table
* EPS since ownership of shares held
* First In First Out, gain realized
* Dividends earned and taxes
* Total tax obligations

## Learn More WIKI
[[https://git.samantha42.xyz/samantha/Portfolio-Engine/wiki]] 