Welcome to Money Box

Money Box is a web application designed to help you track and manage your stock portfolios all in one place. Equipped with real-time trade data, news and historical stock data, managing your portfolios just got easier.

Watch the Demo.

Live website here.

Table of Contents

• Getting Started
• Features
• Tech Stack
• Tools
• License

Getting Started

Prerequisites

1. Install the MoneyBox Rails Backend API

2. Install Node.js and npm

   $ brew install node

Initial Configuration

In order to take advantage of all features of Money Box, you must secure your own API key for the following API.

1. Register for developer API key for the following:

   • Finnhub

2. Create a new .env file in the root directory of this project.

   $ touch .env

3. Add the API key to your .env file by copying the following and replacing the <...> with the correct corresponding key.

   FINNHUB_API_KEY=<FINNHUB API KEY HERE>

4. Remember to add the .env file to your .gitignore.

Starting the frontend server

1. Clone this repository and cd into the directory

2. Install all dependencies

   $ npm install

3. Start the Frontend server

   $ npm start

Features

Banking

• Deposit or withdraw to your portfolio
• View all banking transactions

Visualize Stock Positions

• Visually compare stock positions through doughnut chart
• Hide symbols for specific comparisons

• View all stock positions and transactions

Search Stocks

• Search any stocks that are actively trading through the NYSE by their symbol or company name
• View real time trade data and historical data

• View fundamental stock data
• View recent stock news

Tech Stack

• React.js
• Redux
• Ruby on Rails API
• PostgreSQL
• HTML/CSS
• Bootstrap

Tools

• Rack CORS
• ActiveModel::Serializer
• BCrypt
• rest-client
• JWT
• React Router
• MomentJS
• Chart.js
• WebSockets
• IEX API
• Finnhub API
• TD Ameritrade API

License

Money Box is released under the MIT License.