28 lines
1.0 KiB
Markdown
28 lines
1.0 KiB
Markdown
# Portfolio Engine
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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.
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## Features
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* SQLite database with foreign key enforcement
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* REST API on port `8080`
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* Interactive shell for managing data without an HTTP client
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* Revenue tracking by period (quarterly, half-year, full year)
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* Revenue broken down by custom categories (product, location, segment...)
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* Trade tracking (stocks, options, currency trades)
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* Health endpoint with DB latency, memory, and uptime stats
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## Roadmap
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* Price update endpoint
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* Market cap calculation (price × shares outstanding)
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* Multi-currency conversion
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* Frontend dashboard
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* Shares outstanding history db table
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* EPS since ownership of shares held
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* First In First Out, gain realized
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* Dividends earned and taxes
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* Total tax obligations
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## Learn More WIKI
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[[https://git.samantha42.xyz/samantha/Portfolio-Engine/wiki]] |