Build a Stock Market Portfolio Management Web App

Individual investors often struggle to track their stock holdings across multiple brokers, analyze real-time profits, visualize portfolio performance, and optimize trading decisions. Managing investments manually or via spreadsheets becomes inefficient and error-prone.

Create a web app where users add their stock holdings (purchase price, quantity, date), fetch real-time stock market data via APIs, calculate live profit/loss metrics, visualize portfolio diversification, and generate performance reports to guide investment strategies.

Users register and manually input their stock holdings, including ticker symbol, quantity, and buying price. The app fetches real-time stock prices via financial APIs. It dynamically calculates unrealized gains/losses, portfolio performance, and suggests rebalancing based on custom rules.

• Users add each stock they own with purchase details into their portfolio.
• Live stock prices are fetched through APIs and matched to user holdings.
• Dashboard calculates real-time gains/losses and displays performance charts.
• Users set price alerts for specific stocks or receive diversification recommendations.
• Monthly and yearly reports summarize overall performance and suggest optimization tips.

• Building a Stock Portfolio Tracker (Medium Guide)
• Yahoo Finance API Documentation
• Alpha Vantage API for Stock Data
• Chart.js Official Documentation
• MongoDB Best Practices for Financial Applications
• Building Real-Time Dashboards with React and Websockets