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