|
| 1 | +--- |
| 2 | +layout: default |
| 3 | +title: Stock Portfolio Tracker API |
| 4 | +description: A comprehensive guide to integrating with our real-time portfolio management solution |
| 5 | +nav_order: 1 |
| 6 | +permalink: / |
| 7 | +--- |
| 8 | + |
| 9 | +# Stock Portfolio Tracker API Documentation |
| 10 | + |
| 11 | +A modern REST API for real-time stock portfolio management with Finnhub integration. |
| 12 | + |
| 13 | +[Get Started](#getting-started){: .btn .btn-primary .fs-5 .mb-4 .mb-md-0 .mr-2} |
| 14 | +[View on GitHub](https://github.com/HackStyx/portfolio-tracker){: .btn .fs-5 .mb-4 .mb-md-0} |
| 15 | + |
| 16 | +## Overview |
| 17 | + |
| 18 | +The Stock Portfolio Tracker API provides a comprehensive suite of endpoints for managing stock portfolios and watchlists. Built with Node.js and Express, it offers real-time market data integration through Finnhub API. |
| 19 | + |
| 20 | +### Key Features |
| 21 | + |
| 22 | +- 📊 Real-time Portfolio Management |
| 23 | +- 👀 Watchlist Functionality |
| 24 | +- 💹 Live Market Data |
| 25 | +- 📈 Historical Price Tracking |
| 26 | +- 🎯 Price Target Monitoring |
| 27 | +- 📱 RESTful Architecture |
| 28 | + |
| 29 | +## Getting Started |
| 30 | + |
| 31 | +### Base URL |
| 32 | + |
| 33 | +``` |
| 34 | +https://portfolio-tracker-backend-y7ne.onrender.com/api |
| 35 | +``` |
| 36 | + |
| 37 | +### Authentication |
| 38 | + |
| 39 | +Currently, the API is open and doesn't require authentication. This is a limitation noted in the project documentation. |
| 40 | + |
| 41 | +### Rate Limiting |
| 42 | + |
| 43 | +The API uses Finnhub for market data, which has the following limitations: |
| 44 | +- **60 API calls per minute** per API key |
| 45 | +- Automatic fallback to simulated data when rate limit is reached |
| 46 | +- Cached responses for frequently accessed data |
| 47 | + |
| 48 | +## API Reference |
| 49 | + |
| 50 | +### Portfolio Management |
| 51 | + |
| 52 | +#### Get All Stocks |
| 53 | + |
| 54 | +Returns a list of all stocks in the portfolio. |
| 55 | + |
| 56 | +```http |
| 57 | +GET /stocks |
| 58 | +``` |
| 59 | + |
| 60 | +**Response Format:** |
| 61 | + |
| 62 | +```json |
| 63 | +[ |
| 64 | + { |
| 65 | + "id": 1, |
| 66 | + "name": "Apple Inc.", |
| 67 | + "ticker": "AAPL", |
| 68 | + "shares": 1, |
| 69 | + "buy_price": 175.50, |
| 70 | + "current_price": 180.25, |
| 71 | + "target_price": 200.00, |
| 72 | + "is_in_watchlist": false, |
| 73 | + "last_updated": "2024-01-20T12:00:00Z" |
| 74 | + } |
| 75 | +] |
| 76 | +``` |
| 77 | + |
| 78 | +| Field | Type | Description | |
| 79 | +|-------|------|-------------| |
| 80 | +| `id` | integer | Unique identifier for the stock | |
| 81 | +| `name` | string | Company name | |
| 82 | +| `ticker` | string | Stock symbol | |
| 83 | +| `shares` | number | Number of shares owned | |
| 84 | +| `buy_price` | number | Purchase price per share | |
| 85 | +| `current_price` | number | Current market price | |
| 86 | +| `target_price` | number | Target price for alerts | |
| 87 | +| `is_in_watchlist` | boolean | Watchlist status | |
| 88 | +| `last_updated` | string | Last price update timestamp | |
| 89 | + |
| 90 | +#### Add New Stock |
| 91 | + |
| 92 | +Add a new stock to the portfolio. |
| 93 | + |
| 94 | +```http |
| 95 | +POST /stocks |
| 96 | +``` |
| 97 | + |
| 98 | +**Request Body:** |
| 99 | + |
| 100 | +```json |
| 101 | +{ |
| 102 | + "name": "Apple Inc.", |
| 103 | + "ticker": "AAPL", |
| 104 | + "shares": 1, |
| 105 | + "buy_price": 175.50, |
| 106 | + "target_price": 200.00 |
| 107 | +} |
| 108 | +``` |
| 109 | + |
| 110 | +| Parameter | Type | Required | Description | |
| 111 | +|-----------|------|----------|-------------| |
| 112 | +| `name` | string | Yes | Company name | |
| 113 | +| `ticker` | string | Yes | Stock symbol | |
| 114 | +| `shares` | number | Yes | Number of shares | |
| 115 | +| `buy_price` | number | Yes | Purchase price | |
| 116 | +| `target_price` | number | No | Target price | |
| 117 | + |
| 118 | +**Response:** Returns the created stock object with a `201 Created` status. |
| 119 | + |
| 120 | +#### Update Stock |
| 121 | + |
| 122 | +Update an existing stock's details. |
| 123 | + |
| 124 | +```http |
| 125 | +PUT /stocks/:id |
| 126 | +``` |
| 127 | + |
| 128 | +**URL Parameters:** |
| 129 | + |
| 130 | +| Parameter | Type | Description | |
| 131 | +|-----------|------|-------------| |
| 132 | +| `id` | integer | Stock ID to update | |
| 133 | + |
| 134 | +**Request Body:** |
| 135 | + |
| 136 | +```json |
| 137 | +{ |
| 138 | + "shares": 2, |
| 139 | + "buy_price": 180.00, |
| 140 | + "target_price": 210.00 |
| 141 | +} |
| 142 | +``` |
| 143 | + |
| 144 | +**Response:** Returns the updated stock object. |
| 145 | + |
| 146 | +#### Delete Stock |
| 147 | + |
| 148 | +Remove a stock from the portfolio. |
| 149 | + |
| 150 | +```http |
| 151 | +DELETE /stocks/:id |
| 152 | +``` |
| 153 | + |
| 154 | +**Response:** Returns `204 No Content` on success. |
| 155 | + |
| 156 | +### Watchlist Management |
| 157 | + |
| 158 | +#### Get Watchlist |
| 159 | + |
| 160 | +```http |
| 161 | +GET /watchlist |
| 162 | +``` |
| 163 | + |
| 164 | +Returns all stocks in the watchlist. |
| 165 | + |
| 166 | +#### Add to Watchlist |
| 167 | + |
| 168 | +```http |
| 169 | +POST /watchlist |
| 170 | +``` |
| 171 | + |
| 172 | +**Request Body:** |
| 173 | + |
| 174 | +```json |
| 175 | +{ |
| 176 | + "name": "Microsoft Corporation", |
| 177 | + "ticker": "MSFT", |
| 178 | + "target_price": 400.00 |
| 179 | +} |
| 180 | +``` |
| 181 | + |
| 182 | +### Market Data |
| 183 | + |
| 184 | +#### Get Stock Quote |
| 185 | + |
| 186 | +```http |
| 187 | +GET /stocks/:ticker/quote |
| 188 | +``` |
| 189 | + |
| 190 | +Get real-time quote for a specific stock. |
| 191 | + |
| 192 | +**Response Example:** |
| 193 | + |
| 194 | +```json |
| 195 | +{ |
| 196 | + "c": 180.25, // Current price |
| 197 | + "h": 182.50, // High price of the day |
| 198 | + "l": 179.75, // Low price of the day |
| 199 | + "o": 180.00, // Open price |
| 200 | + "pc": 179.50 // Previous close price |
| 201 | +} |
| 202 | +``` |
| 203 | + |
| 204 | +#### Get Historical Data |
| 205 | + |
| 206 | +```http |
| 207 | +GET /stocks/:ticker/history |
| 208 | +``` |
| 209 | + |
| 210 | +**Query Parameters:** |
| 211 | + |
| 212 | +| Parameter | Type | Description | |
| 213 | +|-----------|------|-------------| |
| 214 | +| `resolution` | string | Data resolution (e.g., "D" for daily) | |
| 215 | +| `from` | integer | Start timestamp (Unix) | |
| 216 | +| `to` | integer | End timestamp (Unix) | |
| 217 | + |
| 218 | +### Portfolio Analytics |
| 219 | + |
| 220 | +#### Get Portfolio Summary |
| 221 | + |
| 222 | +```http |
| 223 | +GET /stocks/summary |
| 224 | +``` |
| 225 | + |
| 226 | +**Response Example:** |
| 227 | + |
| 228 | +```json |
| 229 | +{ |
| 230 | + "totalValue": 10000.00, |
| 231 | + "totalGain": 500.00, |
| 232 | + "totalGainPercent": 5.00, |
| 233 | + "stockCount": 5 |
| 234 | +} |
| 235 | +``` |
| 236 | + |
| 237 | +## Error Handling |
| 238 | + |
| 239 | +The API uses standard HTTP status codes and provides detailed error messages. |
| 240 | + |
| 241 | +### Status Codes |
| 242 | + |
| 243 | +| Code | Description | |
| 244 | +|------|-------------| |
| 245 | +| `200` | Success | |
| 246 | +| `201` | Created | |
| 247 | +| `400` | Bad Request | |
| 248 | +| `404` | Not Found | |
| 249 | +| `429` | Too Many Requests | |
| 250 | +| `500` | Internal Server Error | |
| 251 | + |
| 252 | +### Error Response Format |
| 253 | + |
| 254 | +```json |
| 255 | +{ |
| 256 | + "error": "Error message description", |
| 257 | + "code": "ERROR_CODE", |
| 258 | + "details": { |
| 259 | + "field": "Additional error context" |
| 260 | + } |
| 261 | +} |
| 262 | +``` |
| 263 | + |
| 264 | +## Rate Limiting Strategy |
| 265 | + |
| 266 | +To handle Finnhub API rate limits effectively: |
| 267 | + |
| 268 | +1. **Caching** |
| 269 | + - Stock quotes cached for 1 minute |
| 270 | + - Historical data cached for 1 hour |
| 271 | + - Company information cached for 24 hours |
| 272 | + |
| 273 | +2. **Request Queuing** |
| 274 | + - Implements token bucket algorithm |
| 275 | + - Prioritizes real-time quote requests |
| 276 | + - Queues non-critical updates |
| 277 | + |
| 278 | +3. **Fallback Mechanism** |
| 279 | + - Uses simulated data when rate limited |
| 280 | + - Clearly indicates simulated vs real data |
| 281 | + - Retries failed requests with exponential backoff |
| 282 | + |
| 283 | +## Development Guide |
| 284 | + |
| 285 | +### Local Setup |
| 286 | + |
| 287 | +1. Clone the repository: |
| 288 | +```bash |
| 289 | +git clone https://github.com/HackStyx/portfolio-tracker.git |
| 290 | +cd portfolio-tracker |
| 291 | +``` |
| 292 | + |
| 293 | +2. Install dependencies: |
| 294 | +```bash |
| 295 | +npm install |
| 296 | +``` |
| 297 | + |
| 298 | +3. Configure environment: |
| 299 | +```bash |
| 300 | +cp .env.example .env |
| 301 | +# Edit .env with your credentials |
| 302 | +``` |
| 303 | + |
| 304 | +4. Start development server: |
| 305 | +```bash |
| 306 | +npm run dev |
| 307 | +``` |
| 308 | + |
| 309 | +### Testing |
| 310 | + |
| 311 | +Run the test suite: |
| 312 | +```bash |
| 313 | +npm test |
| 314 | +``` |
| 315 | + |
| 316 | +### Deployment |
| 317 | + |
| 318 | +The API is deployed on Render with the following configuration: |
| 319 | + |
| 320 | +1. **Environment Variables** |
| 321 | + - `NODE_ENV=production` |
| 322 | + - `PORT=5000` |
| 323 | + - `DATABASE_URL` |
| 324 | + - `FINNHUB_API_KEY` |
| 325 | + |
| 326 | +2. **Build Command** |
| 327 | +```bash |
| 328 | +npm install && npm run build |
| 329 | +``` |
| 330 | + |
| 331 | +3. **Start Command** |
| 332 | +```bash |
| 333 | +npm start |
| 334 | +``` |
| 335 | + |
| 336 | +## Support & Feedback |
| 337 | + |
| 338 | +- 📝 [Report a Bug](https://github.com/HackStyx/portfolio-tracker/issues/new?template=bug_report.md) |
| 339 | +- 💡 [Request a Feature](https://github.com/HackStyx/portfolio-tracker/issues/new?template=feature_request.md) |
| 340 | +- 📚 [Documentation Updates](https://github.com/HackStyx/portfolio-tracker/issues/new?template=documentation.md) |
| 341 | + |
| 342 | +## License |
| 343 | + |
| 344 | +This project is licensed under the MIT License. See the [LICENSE](../LICENSE) file for details. |
0 commit comments