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Investmentbag

Investment Tracking App

Description

Investmentbag is a platform designed for individuals who invest in multiple stocks. It simplifies managing portfolios, tracking orders, and analyzing stock data with real-time updates and intuitive interfaces.

Investmentbag leverages Firebase Authentication for secure user access and identity, Firebase Storage for efficient data handling, Firebase Firestore as a real-time database enabling dynamic data updates, Firebase Cloud Functions for serverless backend functionalities, and Firebase Job Schedulers (Cron Jobs) to automate tasks such as checking option expiries. Investmentbag is built to provide a seamless experience for stock investors, combining cutting-edge technologies with user-focused design to ensure optimal performance and ease of use.

  • LINK

    Investmentbag

    TECHNOLOGIES

      Nextjs

      Next.js

      Tailwind

      Tailwind CSS

      React Query

      React Query

      Firebase

      Firebase

      Vercel

      Vercel

    SERVICES

      DevelopmentMaintenance
  • Key Features

    Orders Management

    • Place and track orders with details like stock name, quantity, price, commission, and more.

    • Orders are automatically monitored for execution, with status indicators (tick for successful, cross for failed).

    Orders
    Orders

    Holdings Overview

    • View aggregated stock holdings by name (e.g., Apple).

    • Displays total quantity, average price, and current value for each stock.

    • Includes filtering options with optimized Firebase Firestore indexing.

    Holdings

    Favorite Stocks

    • Track favorite stocks with current prices and detailed graphs.

    • Integrated with Twelve Data API for live stock prices, series, and forex conversions.

    Stocks
    Stocks

    Reports and Analytics

    • Generates reports summarizing total orders, expired orders, exercised options, and available funds.

    • Visual graphs show performance trends, including PUT, CALL, sold, and bought options.

    Reportings

    Settings Customization

    • Update profile details, base currency, timezone, favorite expiry options, and date format.

    • Manage multiple portfolios effortlessly with robust customization options.

    Settings