InvestBuddy

Investment portfolio management platform for beginner investors. Master's thesis project.

Tech Stack

• Frontend: React 18 + TypeScript + Vite
• Styling: TailwindCSS + shadcn/ui
• Icons: Lucide React
• Routing: React Router v6
• Backend: Supabase (PostgreSQL)
• Authentication: Supabase Auth

Getting Started

Prerequisites

• Node.js v20.18.0 or higher
• npm or yarn

Installation

# Install dependencies
npm install

# Run development server
npm run dev

# Build for production
npm run build

# Preview production build
npm run preview

Database Setup

1. Create a Supabase project at https://supabase.com
2. Run the SQL schema from supabase_schema.sql in your Supabase SQL editor
3. Create a .env.local file with your Supabase credentials:

VITE_SUPABASE_URL=your_supabase_url
VITE_SUPABASE_ANON_KEY=your_supabase_anon_key

Project Structure

src/
├── components/          # React components
│   ├── ui/             # shadcn/ui base components
│   ├── assetForms/     # Asset-specific forms
│   ├── onboarding/     # Onboarding flow steps
│   └── questionnaire/  # MiFID questionnaire components
├── contexts/           # React Context providers (Auth, TestMode)
├── hooks/              # Custom React hooks
├── pages/              # Main application pages
├── repositories/       # Data access layer (Repository Pattern)
│   ├── BaseRepository.ts
│   ├── AssetRepository.ts
│   ├── AssetDetailsRepository.ts
│   ├── SnapshotRepository.ts
│   └── ValuationRepository.ts
├── services/           # Business logic layer
├── types/              # TypeScript type definitions
├── lib/                # External library configurations
├── constants.ts        # Centralized configuration and constants
└── App.tsx             # Main application component

Features

Core Functionality

• Portfolio tracking and visualization
• MiFID investor profiling
• Target portfolio vs actual comparison
• Monthly portfolio updates
• Transaction history

Asset Types

• Bonds (Obligacje)
• Deposits (Lokaty)
• Savings Accounts (Konta oszczędnościowe)
• Investment Funds (Fundusze inwestycyjne)
• Retirement Accounts (IKE/IKZE)
• Employee Capital Plans (PPK)
• Gold (Złoto)
• Currencies (Waluty)
• Cash (Gotówka)
• Custom assets

Special Features

• Deposit maturity alerts
• IKE/IKZE annual contribution calculator
• Cash excess warnings
• Portfolio deviation monitoring

Architecture

Repository Pattern

Clean separation of data access logic:

• BaseRepository: Generic CRUD operations
• AssetRepository: Asset-specific queries
• AssetDetailsRepository: Asset details management
• SnapshotRepository: Portfolio snapshots
• ValuationRepository: Historical valuations

Service Layer

Business logic abstraction:

• assetDetailsService.ts - Asset details operations
• questionnaireService.ts - MiFID questionnaire logic
• userResetService.ts - User data management

Constants & Configuration

Centralized in constants.ts:

• Retirement limits (IKE/IKZE) with dynamic year support
• Bond types, deposit durations, fund categories
• Currency lists and asset colors
• Helper functions for category management

Development

Built with modern best practices:

• TypeScript for type safety
• Repository Pattern for data access
• ESLint for code quality
• Vite for fast development
• Component-based architecture
• Custom React hooks for state management

License

ISC