EquiTrack

A REST API backend for tracking stock and multi-asset investment portfolios. EquiTrack lets users manage multiple portfolios, log buy/sell transactions across asset classes, monitor open positions with real-time P&L tracking, set price alerts, and maintain watchlists — all backed by role-based access control and revocable JWT sessions.

---

Tech Stack

Layer	Technology
Language	Java 17
Framework	Spring Boot 4.0.5
Security	Spring Security
Persistence	Spring Data JPA + Hibernate
Database	PostgreSQL
Validation	Jakarta Bean Validation
Boilerplate reduction	Lombok
Build	Maven

---

Highlights & Challenges

Multi-Asset Domain Model

Rather than a simple "stocks only" tracker, EquiTrack models six asset classes through the InstrumentType enum: STOCK, CRYPTO, ETF, FOREX, COMMODITY, BOND, and INDEX. Each instrument carries a Currency and an Exchange, which required normalizing the reference data into their own tables and adding admin-only management endpoints.

Price Alerts with Four Condition Types

The Alert entity supports four condition types via ConditionType: ABOVE, BELOW, PERCENT_UP, and PERCENT_DOWN. This covers both absolute and relative triggers, which means the service layer will need to branch alert evaluation logic depending on whether the threshold is a raw price or a percentage of the last-seen price.

Revocable JWT Refresh Tokens

Rather than relying on short-lived access tokens alone, the domain model includes a RefreshToken entity persisted to the database. This enables server-side revocation of sessions — something stateless JWTs alone cannot provide — at the cost of a database lookup on each token refresh.

Position Tracking with Realized P&L

Position tracks qty, avgCost, and realizedPnl — the building blocks for both unrealized P&L (computed at query time from live price data) and realized P&L (updated on every SELL transaction). Keeping average cost accurate across partial sells is a non-trivial bookkeeping problem that the service layer will handle.

---

Getting Started

Prerequisites

• Java 17+
• PostgreSQL 14+
• Maven 3.9+

1. Clone the repository

git clone https://github.com/erfderdfg/EquiTrack.git
cd EquiTrack

2. Create the database

CREATE DATABASE stocktracker;

3. Configure application properties

Copy the example config and fill in your credentials:

cp src/main/resources/application.properties.example src/main/resources/application.properties

Edit application.properties:

spring.datasource.url=jdbc:postgresql://localhost:5432/stocktracker
spring.datasource.username=your_username
spring.datasource.password=your_password
spring.datasource.driver-class-name=org.postgresql.Driver
spring.jpa.hibernate.ddl-auto=validate
spring.jpa.show-sql=true

Note: ddl-auto=validate assumes the schema already exists. Use create on first run or apply migrations manually.

4. Run the application

./mvnw spring-boot:run

The server starts on http://localhost:8080 by default.

---

Project Structure

src/main/java/com/equitrack/backend/
├── models/           # JPA entities and enums
│   └── enums/        # InstrumentType, ConditionType, TransactionSide, TransactionStatus, RoleType
├── repositories/     # Spring Data JPA repository interfaces
└── dto/
    ├── request/      # Validated inbound payloads
    └── response/     # Outbound response shapes

---

Roadmap

• Service layer (business logic, P&L calculations, alert evaluation)
• REST controllers
• JWT authentication (access + refresh token flow)
• Price ingestion integration
• Alert scheduler / event-driven notification