InvestTracker is the financial assets monitor application built as Modular Monolith, written in .NET 8.0. The application allows you to enter selected financial assets and track changes in their value over time.
Depending on the complexity of the module, different architectural styles are used, including a simple CRUD approach, along with CQRS, Clean Architecture and Domain-Driven Design.
Modules are integrated with each other based on an event-driven architecture, using a local-contract approach.
The database used is PostgreSQL and EF Core as ORM.
The main module of the application with business logic for creating and displaying information about financial assets. Investor can divide his assets into investment strategies containing portfolios (e.g. offensive, long-term, etc.).
The following assets are currently available:
- Cash (with currency conversion),
- EDO treasury bond,
- COI treasury bond
Supported currencies: PLN, USD, PHP, SEK, KRW, DKK, EUR, CNY, BRL, CZK, BGN, JPY , HUF, NOK, CHF, GBP.
This module periodically downloads exchange rates and Polish CPI inflation from public APIs.
A module dealing with the publication of offers by advisors and undertaking collaboration with investors. Starting collaboration allows investor to share his investment strategy with an advisor who can execute actions on his behalf. For example, to optimize an investor's financial portfolio.
The module responsible for the registration and login and management of application users by administrators.
Authentication is based on JSON Web Tokens (JWT) with an optional refresh/revoke token functions.
Authorization uses a permission-based approach.
A module containing calculators for estimating investment returns, such as government bond yields under certain assumptions.
The module responsible for sending notifications to users. The notifications use the SignalR library.
A test client has been created in the form of a console application.
Shared project with cross-cutting classes and abstractions. For example, it contains building blocks for DDD, database connection support or CQRS and EDA implementations.
Type the following command:
docker-compose up -d
API documentation should be available at http://localhost:5200/swagger/index.html.
For local development, you only need a running database container. Type command:
docker compose -f docker-compose.local.yaml up -d
Then, you can start the application under src/Bootstrapper/Confab.Bootstrapper/ using your favorite IDE or CLI.
cd .\src\Bootstrapper\InvestTracker.Bootstrapper
dotnet run
Once the application is up and running, the API documentation is available at http://localhost:5200/swagger/index.html.