Portfolio Tracker

WIP

A long-term investment journal and portfolio tracker for recording investment decisions, strategies, exit plans, alerts, prices, and performance.

Planned home: invest.rahuly.in

Work in progress — development has not started yet. This page describes the intended direction, not shipped functionality.

What I plan to build

Record the reasoning behind an investment decision.
Store the strategy and any decided exit conditions for each stock.
Configure price or decision alerts.
Retrieve current stock prices from an appropriate provider.
Show invested value, current value, return percentage, and XIRR at stock level.
Show the same meaningful indicators at overall portfolio level.
Preserve a history of decisions instead of showing only the latest value.

Planned stack

Python
Django
Django REST Framework
React
PostgreSQL
Redis
Celery
RabbitMQ
Docker

Django and Django REST Framework suit the project’s structured financial domain and administrative workflows, PostgreSQL will store portfolio history, and Celery with RabbitMQ and Redis will support planned price refreshes, imports, and alerts.

Later possibilities

Import spreadsheets exported by investment applications.
Validate and map imported spreadsheet columns.
Consider authorized portfolio-import APIs where suitable providers make this technically and legally possible.