Investment Helper

A web application for tracking and managing ETF investments. FastAPI backend with a React frontend.

Tech Stack

Backend:

• Python 3.12
• FastAPI + Uvicorn
• AWS DynamoDB (via PynamoDB ORM)
• JWT authentication (python-jose, passlib)
• Pydantic v2 for validation

Frontend:

• React 19, TypeScript
• Vite 7
• Tailwind CSS v4
• React Router v7
• Recharts

Prerequisites

• Python 3.12+
• Node.js 22+
• AWS credentials (for DynamoDB access), or a local DynamoDB instance

Getting Started

1. Backend setup

# Install Python dependencies
pip install -r requirements.txt

# Configure environment variables
cp backend/.env.example backend/.env
# Edit backend/.env — at minimum, set SECRET_KEY (e.g. output of `openssl rand -hex 32`)

For local development without AWS, uncomment DYNAMODB_ENDPOINT in backend/.env and point it at a local DynamoDB instance.

2. Run the backend

uvicorn backend.app.main:app --host 0.0.0.0 --port 8000 --reload

The API will be available at http://localhost:8000. Health check: GET /health.

3. Frontend setup

cd frontend
npm install

4. Run the frontend

cd frontend
npm run dev

The frontend runs at http://localhost:3000 and proxies /api requests to the backend.

Docker

Build and run the full stack in a single container:

docker build -t investment-helper .
docker run -p 8000:8000 investment-helper

API

All routes are under /api/v1. Authentication is required (JWT Bearer token).

Method	Endpoint	Description
GET	/api/v1/etfs/{ticker}	Get ETF details by ticker
GET	/api/v1/etfs/{ticker}/history	Get ETF price history (supports date range filtering)
GET	/health	Health check (no auth required)

Project Structure

backend/
  app/
    main.py          # App setup, middleware, health check
    core/
      config.py      # Settings (pydantic-settings, loads .env)
      security.py    # JWT creation/decoding, password hashing
      dependencies.py # Auth dependencies for route protection
      middleware.py   # Security headers, rate limiting, request logging
    models/          # PynamoDB DynamoDB models
    schemas/         # Pydantic request/response schemas
    routers/         # API route handlers
    services/        # Business logic (stubs)
frontend/
  src/
    api/             # API client and endpoint functions
    components/      # UI components (layout, common, portfolio, trading)
    context/         # Auth context (JWT state management)
    hooks/           # Data fetching hooks with mock fallback
    mocks/           # Mock data for offline development
    pages/           # Route pages (Portfolio, Trading, Login)