init

.env.example

@@ -0,0 +1,15 @@
+PROJECT_NAME=portfolio-tracker
+
+NGINX_PORT=8015
+
+DB_CONNECTION=mysql
+DB_HOST=mysql
+DB_PORT=3306
+DB_DATABASE=portfolio-tracker
+DB_USER=user
+DB_PASSWORD=password
+DB_ROOT_PASSWORD=init
+
+REDIS_PORT=6380
+
+HMR_PORT=8081

.gitignore

@@ -0,0 +1,2 @@
+.idea
+.env

compose.yml

@@ -0,0 +1,118 @@
+services:
+  redis:
+    container_name: ${PROJECT_NAME}-redis-local
+    image: redis:latest
+    ports:
+      - ${REDIS_PORT}:6379
+    networks:
+      redis_net:
+        aliases:
+          - redis
+    restart: unless-stopped
+
+  backend:
+    container_name: ${PROJECT_NAME}-backend-local
+    build:
+      context: ./docker/backend
+      dockerfile: Dockerfile
+      args:
+        - UID=${UID:-1000}
+        - GID=${GID:-1000}
+        - USER=${USER-laravel}
+    volumes:
+      - ./src:/app
+    working_dir: /app
+    networks:
+      back_net:
+        aliases:
+          - backend
+      redis_net:
+        aliases:
+          - backend
+      
+  nginx:
+    container_name: ${PROJECT_NAME}-nginx-local
+    build:
+      context: ./docker/nginx
+      dockerfile: Dockerfile
+      args:
+        - UID=${UID:-1000}
+        - GID=${GID:-1000}
+        - USER=${USER:-laravel}
+    restart: unless-stopped
+    ports:
+      - ${NGINX_PORT}:8000
+    volumes:
+      - ./src:/app
+    depends_on:
+      - backend
+    networks:
+      back_net:
+        aliases:
+          - nginx
+
+  db:
+    image: mariadb:10.6
+    restart: unless-stopped
+    tty: true
+    ports:
+      - ${DB_PORT}:3306
+    environment:
+      MYSQL_DATABASE: ${DB_DATABASE}
+      MYSQL_USER: ${DB_USER}
+      MYSQL_PASSWORD: ${DB_PASSWORD}
+      MYSQL_ROOT_PASSWORD: ${DB_PASSWORD}
+      SERVICE_TAGS: dev
+      SERVICE_NAME: db
+    volumes:
+      - mysql-data:/var/lib/mysql
+    networks:
+      back_net:
+        aliases:
+          - db
+  
+  phpmyadmin:
+    image: phpmyadmin:5.2.0
+    environment:
+      PMA_ARBITRARY: 1
+      PMA_HOST: db
+      PMA_PORT: 3306
+      PMA_USER: ${DB_USER}
+      PMA_PASSWORD: ${DB_PASSWORD}
+    depends_on:
+      - db
+    ports:
+      - 8888:80
+    networks:
+      back_net:
+        aliases:
+          - pma
+
+  node:
+    image: node:18-alpine
+    container_name: ${PROJECT_NAME}-node
+    working_dir: /app
+    volumes:
+      - ./src:/app
+      - /app/node_modules
+    ports:
+      - "${HMR_PORT}:8080"
+    networks:
+        back_net:
+          aliases:
+            - node
+    environment:
+      - NODE_ENV=development
+    command: sh -c "npm install && npm run dev"
+
+networks:
+  back_net:
+    name: ${PROJECT_NAME}_back_net_local
+    driver: bridge
+
+  redis_net:
+    name: ${PROJECT_NAME}_redis_net_local
+    driver: bridge
+
+volumes:
+  mysql-data:

docker/backend/Dockerfile

@@ -0,0 +1,49 @@
+FROM php:8.1-fpm-alpine
+
+ARG UID
+ARG GID
+ARG USER
+
+ENV UID=${UID}
+ENV GID=${GID}
+ENV USER=${USER}
+
+# Удаляем группу, которая мешает созданию пользователя с нужным GID
+RUN delgroup dialout
+
+# Создаём системного пользователя
+RUN addgroup -g ${GID} --system ${USER}
+RUN adduser -G ${USER} --system -D -s /bin/sh -u ${UID} ${USER}
+
+# Настраиваем PHP-FPM под нашего пользователя
+RUN sed -i "s/user = www-data/user = ${USER}/g" /usr/local/etc/php-fpm.d/www.conf
+RUN sed -i "s/group = www-data/group = ${USER}/g" /usr/local/etc/php-fpm.d/www.conf
+RUN echo "php_admin_flag[log_errors] = on" >> /usr/local/etc/php-fpm.d/www.conf
+
+# Устанавливаем зависимости для MySQL
+RUN apk add --no-cache mariadb-connector-c-dev
+
+# Устанавливаем build-зависимости временно
+RUN apk add --no-cache --virtual .build-deps \
+    $PHPIZE_DEPS \
+    mariadb-dev \
+    linux-headers
+
+# Устанавливаем PHP-расширения
+RUN docker-php-ext-install pdo pdo_mysql bcmath
+
+# Устанавливаем Redis
+RUN pecl install redis \
+    && docker-php-ext-enable redis
+
+# Удаляем временные build-зависимости
+RUN apk del --no-cache .build-deps
+
+# Устанавливаем Composer
+COPY --from=composer:latest /usr/bin/composer /usr/local/bin/composer
+
+# Переключаемся на непривилегированного пользователя
+USER ${USER}
+WORKDIR /app
+
+CMD ["php-fpm", "-y", "/usr/local/etc/php-fpm.conf", "-R"]

docker/nginx/Dockerfile

@@ -0,0 +1,25 @@
+FROM nginx:stable-alpine
+
+# environment arguments
+ARG UID
+ARG GID
+ARG USER
+
+ENV UID=${UID}
+ENV GID=${GID}
+ENV USER=${USER}
+
+# Dialout group in alpine linux conflicts with MacOS staff group's gid, whis is 20. So we remove it.
+RUN delgroup dialout
+
+# Creating user and group
+RUN addgroup -g ${GID} --system ${USER}
+RUN adduser -G ${USER} --system -D -s /bin/sh -u ${UID} ${USER}
+
+# Modify nginx configuration to use the new user's priviledges for starting it.
+RUN sed -i "s/user nginx/user '${USER}'/g" /etc/nginx/nginx.conf
+
+# Copies nginx configurations to override the default.
+ADD ./*.conf /etc/nginx/conf.d/
+
+WORKDIR /app

docker/nginx/default.conf

@@ -0,0 +1,25 @@
+server {
+    listen 8000;
+    index index.php index.html;
+    root /app/public;
+
+    error_log  stderr warn;
+    access_log /dev/stdout main;
+
+    # error_log /var/log/nginx/error.log;
+    # access_log /var/log/nginx/access.log;
+
+    location / {
+        try_files $uri $uri/ /index.php?$query_string;
+    }
+
+    location ~ \.php$ {
+        try_files $uri =404;
+        fastcgi_split_path_info ^(.+\.php)(/.+)$;
+        fastcgi_pass backend:9000;
+        fastcgi_index index.php;
+        include fastcgi_params;
+        fastcgi_param SCRIPT_FILENAME $document_root$fastcgi_script_name;
+        fastcgi_param PATH_INFO $fastcgi_path_info;
+    }
+}

src/.env.example

@@ -0,0 +1,59 @@
+APP_NAME=PortfolioTracker
+APP_ENV=local
+APP_KEY=base64:Q2zMoud0kHTcm2GCZtJpYKeM/ySc0uSKCrVe/L5ffpw=
+APP_DEBUG=true
+APP_URL=http://localhost
+
+LOG_CHANNEL=stack
+LOG_DEPRECATIONS_CHANNEL=null
+LOG_LEVEL=debug
+
+DB_CONNECTION=mysql
+DB_HOST=db
+DB_PORT=3306
+DB_DATABASE=portfolio-tracker
+DB_USERNAME=user
+DB_PASSWORD=password
+
+BROADCAST_DRIVER=log
+CACHE_DRIVER=file
+FILESYSTEM_DRIVER=local
+QUEUE_CONNECTION=sync
+SESSION_DRIVER=file
+SESSION_LIFETIME=120
+
+MEMCACHED_HOST=127.0.0.1
+
+REDIS_HOST=127.0.0.1
+REDIS_PASSWORD=null
+REDIS_PORT=6379
+
+MAIL_MAILER=smtp
+MAIL_HOST=mailhog
+MAIL_PORT=1025
+MAIL_USERNAME=null
+MAIL_PASSWORD=null
+MAIL_ENCRYPTION=null
+MAIL_FROM_ADDRESS=null
+MAIL_FROM_NAME="${APP_NAME}"
+
+AWS_ACCESS_KEY_ID=
+AWS_SECRET_ACCESS_KEY=
+AWS_DEFAULT_REGION=us-east-1
+AWS_BUCKET=
+AWS_USE_PATH_STYLE_ENDPOINT=false
+
+PUSHER_APP_ID=
+PUSHER_APP_KEY=
+PUSHER_APP_SECRET=
+PUSHER_APP_CLUSTER=mt1
+
+MIX_PUSHER_APP_KEY="${PUSHER_APP_KEY}"
+MIX_PUSHER_APP_CLUSTER="${PUSHER_APP_CLUSTER}"
+
+IMPORTS_TRANSACTION_STORAGE_RELATIVE_PATH="imports/transactions.csv"
+IMPORTS_DIVIDEND_STORAGE_RELATIVE_PATH="imports/transactions.csv"
+
+#MARKET_STACK_ACCESS_KEY=0b22bde97b121cc0838ac354eccb1549
+#MARKET_STACK_URI=http://api.marketstack.com/v1/
+#MARKET_STACK_TIMEOUT=5

src/README.md

@@ -0,0 +1,35 @@
+## Install and run:
+- `cp .env.example .env`
+- `composer install`
+- Set up your database
+- You can create a free MarketStack account (if you want up-to-date market data) and fill out these values
+  - `MARKET_STACK_ACCESS_KEY`
+  - `MARKET_STACK_URI`
+  - `MARKET_STACK_TIMEOUT`
+- `php artisan migrate`
+- `php artisan db:seed`. It will import the sample data from `storage/imports/transactions.csv`
+- `php artisan serve`
+- `npm install'
+- `npm run dev`
+- Login with `demo@portfolio.com` and `password`
+
+It will import a dummy CSV full of demo transactions, so you have a lot of sample data. If you run the seeder you don't need to do anything else.
+If you register a free Market Stack account and set the .env variables (see .env.example) it will also update the market data.
+
+However, you can also run the imports manually.
+
+## Imports:
+`php artisan transaction:import`
+- Import transactions from `storage/transactions.csv`
+- Updates the holdings
+- Updates the value of portfolios
+- Also updates the special "aggregate" portfolios
+
+`php artisan dividend:import`
+- Imports only the dividend payouts from `storage/transactions.csv`
+
+`php artisan market-stack:update-market-values`
+- Updates every holding's market value from Market Stack using the current market price
+
+`php artisan market-stack:update-dividends`
+- Updates every stock's dividend data from Market Stack using the current dividend

src/app/Actions/Dividend/ImportDividendPayouts.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Actions\Dividend;
+
+use App\DataTransferObjects\Dividend\DividendPayoutData;
+use App\Models\Holding;
+use App\Models\User;
+use App\Services\CsvService;
+use Illuminate\Support\Collection;
+
+class ImportDividendPayouts
+{
+    public function __construct(
+        private readonly string $csvPath,
+        private readonly CsvService $csvService,
+        private readonly UpsertDividendPayout $upsertDividendPayout,
+    ) {}
+
+    public function execute(User $user): Collection
+    {
+        return $this->csvService->read($this->csvPath)
+            ->filter(fn (array $data) => $data['type'] === 'DIVIDEND')
+            ->map(fn (array $data) => [
+                ...$data,
+                'holding' => Holding::whereTicker($data['ticker'])->whereBelongsTo($user)->first(),
+                'user' => $user,
+            ])
+            ->filter(fn (array $data) => $data['holding'])
+            ->map(fn (array $data) => DividendPayoutData::from($data))
+            ->map(fn (DividendPayoutData $data) => $this->upsertDividendPayout->execute($data));
+    }
+}

src/app/Actions/Dividend/UpdateYearlyDividends.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Actions\Dividend;
+
+use App\Models\Stock;
+use App\Services\MarketStack\MarketStackService;
+
+class UpdateYearlyDividends
+{
+    public function __construct(private readonly MarketStackService $marketStackService)
+    {
+    }
+
+    public function execute(): void
+    {
+        foreach (Stock::where('dividend_times_per_year', '!=', 0)->get() as $stock) {
+            $dividends = $this->marketStackService->dividends($stock->ticker);
+            $stock->dividend_amount_per_year = $dividends->sumOfLast($stock->dividend_times_per_year);
+            $stock->save();
+        }
+    }
+}

src/app/Actions/Dividend/UpsertDividendPayout.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace App\Actions\Dividend;
+
+use App\DataTransferObjects\Dividend\DividendPayoutData;
+use App\Models\DividendPayout;
+
+class UpsertDividendPayout
+{
+    public function execute(DividendPayoutData $data): DividendPayout
+    {
+        return DividendPayout::updateOrCreate(
+            [
+                'paid_at' => $data->date,
+                'user_id' => $data->user->id,
+                'holding_id' => $data->holding?->id,
+            ],
+            [
+                'amount' => $data->total_amount,
+            ],
+        );
+    }
+}

src/app/Actions/Holding/CreateHoldingsFromTransactions.php

@@ -0,0 +1,37 @@
+<?php
+
+namespace App\Actions\Holding;
+
+use App\Collections\Transaction\TransactionCollection;
+use App\Models\Holding;
+use App\Models\User;
+use Illuminate\Support\Collection;
+
+class CreateHoldingsFromTransactions
+{
+    public function execute(TransactionCollection $transactions, User $user): Collection
+    {
+        return $transactions->groupBy('stock_id')
+            ->filter(function (TransactionCollection $transactions, int $stockId) use ($user) {
+                // To handle rounding problems
+                if ($transactions->sumQuantity() <= 0.001 || $transactions->sum('total_price') <= 0.001) {
+                    Holding::whereBelongsTo($user)->whereStockId($stockId)->delete();
+                    return false;
+                }
+
+                return true;
+            })
+            ->map(fn (TransactionCollection $transactions, int $stockId) => Holding::updateOrCreate(
+                [
+                    'stock_id' => $stockId,
+                    'user_id' => $user->id,
+                ],
+                [
+                    'average_cost' => $transactions->weightedPricePerShare(),
+                    'quantity' => $transactions->sumQuantity(),
+                    'invested_capital' => $transactions->sumTotalPrice(),
+                    'ticker' => $transactions->first()->stock->ticker,
+                ]
+            ));
+    }
+}

src/app/Actions/Holding/UpdateMarketValues.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Actions\Holding;
+
+use App\Models\Holding;
+use App\Services\MarketStack\MarketStackService;
+
+class UpdateMarketValues
+{
+    public function __construct(private readonly MarketStackService $marketStackService)
+    {
+    }
+
+    public function execute()
+    {
+        foreach (Holding::with('stock')->get() as $holding) {
+            $price = $this->marketStackService->price($holding->stock->ticker);
+            $holding->market_value = $holding->quantity * $price;
+            $holding->save();
+        }
+    }
+}

src/app/Actions/Portfolio/SyncAggregatePortfolios.php

@@ -0,0 +1,31 @@
+<?php
+
+namespace App\Actions\Portfolio;
+
+use App\Models\Portfolio;
+use Illuminate\Support\Collection;
+
+class SyncAggregatePortfolios
+{
+    public function execute(): void
+    {
+        Portfolio::whereName(Portfolio::AGGREGATE_NAME)->delete();
+
+        Portfolio::all()
+            ->groupBy('user_id')
+            ->map(function (Collection $portfolios) {
+                return [
+                    'invested_capital' => $portfolios->reduce(fn (float $sumInvestedCapital, Portfolio $portfolio) => $sumInvestedCapital + $portfolio->invested_capital, 0),
+                    'market_value' => $portfolios->reduce(fn (float $sumMarketValue, Portfolio $portfolio) => $sumMarketValue + $portfolio->market_value, 0),
+                ];
+            })
+            ->each(function (array $data, int $userId) {
+                Portfolio::create([
+                    'name' => Portfolio::AGGREGATE_NAME,
+                    'invested_capital' => $data['invested_capital'],
+                    'market_value' => $data['market_value'],
+                    'user_id' => $userId,
+                ]);
+            });
+    }
+}

src/app/Actions/Portfolio/UpdatePortfolioValues.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Actions\Portfolio;
+
+use App\Models\Portfolio;
+
+class UpdatePortfolioValues
+{
+    public function execute()
+    {
+        Portfolio::all()->each(function (Portfolio $portfolio) {
+            $portfolio->invested_capital = $portfolio->holdings()->sum('invested_capital');
+            $portfolio->market_value = $portfolio->holdings()->sum('market_value');
+            $portfolio->save();
+        });
+    }
+}

src/app/Actions/Transaction/ImportTransactions.php

@@ -0,0 +1,34 @@
+<?php
+
+namespace App\Actions\Transaction;
+
+use App\Collections\Transaction\TransactionCollection;
+use App\DataTransferObjects\Transaction\TransactionData;
+use App\Enums\TransactionTypes;
+use App\Models\Stock;
+use App\Models\User;
+use App\Services\CsvService;
+
+class ImportTransactions
+{
+    public function __construct(
+        private string $csvPath,
+        private CsvService $csvService,
+        private UpsertTransaction $upsertTransaction,
+    ) {}
+
+    public function execute(User $user): TransactionCollection
+    {
+        $transactions = $this->csvService->read($this->csvPath)
+            ->filter(fn (array $data) => $data['type'] === TransactionTypes::SELL->value || $data['type'] === TransactionTypes::BUY->value)
+            ->map(fn (array $data) => [
+                ...$data,
+                'stock' => Stock::firstOrCreate(['ticker' => $data['ticker']]),
+                'user' => $user,
+            ])
+            ->map(fn (array $data) => TransactionData::from($data))
+            ->map(fn (TransactionData $data) => $this->upsertTransaction->execute($data));
+
+        return new TransactionCollection($transactions);
+    }
+}

src/app/Actions/Transaction/UpsertTransaction.php

@@ -0,0 +1,26 @@
+<?php
+
+namespace App\Actions\Transaction;
+
+use App\DataTransferObjects\Transaction\TransactionData;
+use App\Models\Transaction;
+
+class UpsertTransaction
+{
+    public function execute(TransactionData $data): Transaction
+    {
+        return Transaction::updateOrCreate(
+            [
+                'import_id' => $data->import_id,
+                'user_id' => $data->user->id,
+            ],
+            [
+                'type'  => $data->type->value,
+                'quantity' => $data->quantity,
+                'price_per_share' => $data->price_per_share,
+                'stock_id' => $data->stock->id,
+                'date' => $data->date,
+            ],
+        );
+    }
+}

src/app/Builders/Dividend/DividendPayoutBuilder.php

@@ -0,0 +1,67 @@
+<?php
+
+namespace App\Builders\Dividend;
+
+use App\DataTransferObjects\Dividend\MonthlyDividendData;
+use App\Models\User;
+use App\Filters\DateFilter;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\DB;
+
+class DividendPayoutBuilder extends Builder
+{
+    public function wherePayDateBetween(?DateFilter $dates): self
+    {
+        if ($dates) {
+            return $this->whereBetween('paid_at', [$dates->startDate, $dates->endDate]);
+        }
+
+        return $this;
+    }
+
+    /**
+     * @return Collection<MonthlyDividendData>
+     */
+    public function monthly(User $user): Collection
+    {
+        return DB::table('dividend_payouts')
+            ->select(DB::raw("date_format(paid_at, '%Y-%m') as month, sum(amount) as amount"))
+            ->whereUserId($user->id)
+            ->groupByRaw("date_format(paid_at, '%Y-%m')")
+            ->orderByDesc('paid_at')
+            ->get()
+            ->map(fn (object $data) => MonthlyDividendData::from((array) $data));
+    }
+
+    public function allTime(User $user): float
+    {
+        $dates = DateFilter::fromCarbons(now()->startOfCentury(), today());
+        return $this->sumByDate($dates, $user);
+    }
+
+    public function thisWeek(User $user): float
+    {
+        $dates = DateFilter::fromCarbons(now()->startOfWeek(), now()->endOfWeek());
+        return $this->sumByDate($dates, $user);
+    }
+
+    public function thisMonth(User $user): float
+    {
+        $dates = DateFilter::fromCarbons(now()->startOfMonth(), now()->endOfMonth());
+        return $this->sumByDate($dates, $user);
+    }
+
+    public function thisYear(User $user): float
+    {
+        $dates = DateFilter::fromCarbons(now()->startOfYear(), now()->endOfYear());
+        return $this->sumByDate($dates, $user);
+    }
+
+    public function sumByDate(DateFilter $dates, User $user): float
+    {
+        return $this->whereBelongsTo($user)
+            ->wherePayDateBetween($dates)
+            ->sum('amount');
+    }
+}

src/app/Builders/Holding/HoldingBuilder.php

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\Builders\Holding;
+
+use Illuminate\Database\Eloquent\Builder;
+
+class HoldingBuilder extends Builder
+{
+    public function whereTicker(string $ticker): self
+    {
+        return $this->whereRelation('stock', 'ticker', $ticker);
+    }
+}

src/app/Builders/Portfolio/PortfolioBuilder.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace App\Builders\Portfolio;
+
+use App\Models\Holding;
+use Illuminate\Database\Eloquent\Builder;
+
+class PortfolioBuilder extends Builder
+{
+    public function yieldOnCost(): ?float
+    {
+        $holdings = $this->model->is_aggregate
+            ? Holding::whereBelongsTo($this->model->user)->get()
+            : $this->model->holdings;
+
+        return $holdings->yieldOnCost();
+    }
+}

src/app/Builders/Transaction/TransactionBuilder.php

@@ -0,0 +1,26 @@
+<?php
+
+namespace App\Builders\Transaction;
+
+use App\DataTransferObjects\Portfolio\InvestedCapitalData;
+use App\Models\User;
+use Illuminate\Database\Eloquent\Builder;
+use Illuminate\Support\Collection;
+use Illuminate\Support\Facades\DB;
+
+class TransactionBuilder extends Builder
+{
+    /**
+     * @return Collection<InvestedCapitalData>
+     */
+    public function monthly(User $user): Collection
+    {
+        return DB::table('transactions')
+            ->select(DB::raw("date_format(date, '%Y-%m') as month, sum(total_price) as amount"))
+            ->whereUserId($user->id)
+            ->groupByRaw("date_format(date, '%Y-%m')")
+            ->orderByDesc('date')
+            ->get()
+            ->map(fn (object $data) => InvestedCapitalData::from((array) $data));
+    }
+}

src/app/Collections/Holding/HoldingCollection.php

@@ -0,0 +1,21 @@
+<?php
+
+namespace App\Collections\Holding;
+
+use App\Models\Holding;
+use Illuminate\Database\Eloquent\Collection;
+
+class HoldingCollection extends Collection
+{
+    public function yieldOnCost(): ?float
+    {
+        $sumOfProducts = $this
+            ->sum(fn (Holding $holding) => $holding->yield_on_cost * $holding->invested_capital);
+
+        if ($sumOfProducts === 0.0) {
+            return null;
+        }
+
+        return $sumOfProducts / $this->sum('invested_capital');
+    }
+}

src/app/Collections/Transaction/TransactionCollection.php

@@ -0,0 +1,31 @@
+<?php
+
+namespace App\Collections\Transaction;
+
+use App\Models\Transaction;
+use Illuminate\Database\Eloquent\Collection;
+
+class TransactionCollection extends Collection
+{
+    public function sumQuantity(): float
+    {
+        return $this->sum('quantity');
+    }
+
+    public function sumTotalPrice(): float
+    {
+        return $this->sum('total_price');
+    }
+
+    public function weightedPricePerShare(): float
+    {
+        $sumOfProducts = $this
+            ->sum(fn (Transaction $transaction) => $transaction->quantity * $transaction->price_per_share);
+
+        if ($this->sumQuantity() === 0.00) {
+            return 0;
+        }
+
+        return $sumOfProducts / $this->sumQuantity();
+    }
+}

src/app/Console/Commands/ImportDividendPayoutsCommand.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Actions\Dividend\ImportDividendPayouts;
+use App\Models\User;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\DB;
+
+class ImportDividendPayoutsCommand extends Command
+{
+    protected $signature = 'dividend:import {user}';
+    protected $description = 'Import dividend payouts from CSV';
+
+    public function handle(ImportDividendPayouts $importDividendPayouts)
+    {
+        DB::transaction(function () use ($importDividendPayouts) {
+            $user = User::findOrFail($this->argument('user'));
+            $importDividendPayouts->execute($user);
+
+            return Command::SUCCESS;
+        });
+    }
+}

src/app/Console/Commands/ImportTransactionsCommand.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Actions\Holding\CreateHoldingsFromTransactions;
+use App\Actions\Portfolio\SyncAggregatePortfolios;
+use App\Actions\Portfolio\UpdatePortfolioValues;
+use App\Actions\Transaction\ImportTransactions;
+use App\Models\Transaction;
+use App\Models\User;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\DB;
+
+class ImportTransactionsCommand extends Command
+{
+    protected $signature = 'transaction:import {user}';
+    protected $description = 'Import transactions from CSV';
+
+    public function handle(
+        ImportTransactions $importTransactions,
+        CreateHoldingsFromTransactions $createHoldingsFromTransactions,
+        UpdatePortfolioValues $updatePortfolioValues,
+        SyncAggregatePortfolios $syncAggregatePortfolios
+    ): int {
+        return DB::transaction(function () use ($importTransactions, $createHoldingsFromTransactions, $updatePortfolioValues, $syncAggregatePortfolios) {
+            $user = User::findOrFail($this->argument('user'));
+
+            $newTransactions = $importTransactions->execute($user);
+            $transactions = Transaction::with('stock')->whereIn('stock_id', $newTransactions->pluck('stock_id'))->get();
+            $createHoldingsFromTransactions->execute($transactions, $user);
+
+            $updatePortfolioValues->execute();
+            $syncAggregatePortfolios->execute();
+
+            return Command::SUCCESS;
+        });
+    }
+}

src/app/Console/Commands/SyncPortfoliosCommand.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Actions\Portfolio\SyncAggregatePortfolios;
+use App\Actions\Portfolio\UpdatePortfolioValues;
+use Illuminate\Console\Command;
+
+class SyncPortfoliosCommand extends Command
+{
+    protected $signature = 'portfolio:sync';
+    protected $description = "Sync portolios' invested capital with holdings and recreates aggregate portolios";
+
+    public function handle(UpdatePortfolioValues $updatePortfolioValues, SyncAggregatePortfolios $syncAggregatePortfolios)
+    {
+        $updatePortfolioValues->execute();
+
+        $syncAggregatePortfolios->execute();
+
+        return Command::SUCCESS;
+    }
+}

src/app/Console/Commands/UpdateMarketValuesCommand.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Actions\Holding\UpdateMarketValues;
+use Illuminate\Console\Command;
+use Illuminate\Support\Facades\Artisan;
+
+class UpdateMarketValuesCommand extends Command
+{
+    protected $signature = 'market-stack:update-market-values';
+    protected $description = "Update every holding's market value from Market Stack";
+
+    public function handle(UpdateMarketValues $updateMarketValues)
+    {
+        $updateMarketValues->execute();
+
+        Artisan::call('portfolio:sync');
+
+        return Command::SUCCESS;
+    }
+}

src/app/Console/Commands/UpdateYearlyDividendsCommands.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Console\Commands;
+
+use App\Actions\Dividend\UpdateYearlyDividends;
+use Illuminate\Console\Command;
+
+class UpdateYearlyDividendsCommands extends Command
+{
+    protected $signature = 'market-stack:update-dividends';
+    protected $description = "Update every stock's dividend per year value from Market Stack";
+
+    public function handle(UpdateYearlyDividends $updateYearlyDividends)
+    {
+        $updateYearlyDividends->execute();
+
+        return Command::SUCCESS;
+    }
+}

src/app/Console/Kernel.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Console;
+
+use Illuminate\Console\Scheduling\Schedule;
+use Illuminate\Foundation\Console\Kernel as ConsoleKernel;
+
+class Kernel extends ConsoleKernel
+{
+    protected function schedule(Schedule $schedule)
+    {
+        $schedule->command('market-stack:update-dividends')->monthly();
+        $schedule->command('market-stack:update-market-values')->monthly();
+    }
+
+    protected function commands()
+    {
+        $this->load(__DIR__.'/Commands');
+
+        require base_path('routes/console.php');
+    }
+}

src/app/DataTransferObjects/Casts/MoneyCast.php

@@ -0,0 +1,15 @@
+<?php
+
+namespace App\DataTransferObjects\Casts;
+
+use App\ValueObjects\Numbers\Money;
+use Spatie\LaravelData\Casts\Cast;
+use Spatie\LaravelData\Support\DataProperty;
+
+class MoneyCast implements Cast
+{
+    public function cast(DataProperty $property, mixed $value): string
+    {
+        return Money::from($value)->format();
+    }
+}

src/app/DataTransferObjects/Casts/MonthCast.php

@@ -0,0 +1,15 @@
+<?php
+
+namespace App\DataTransferObjects\Casts;
+
+use Carbon\Carbon;
+use Spatie\LaravelData\Casts\Cast;
+use Spatie\LaravelData\Support\DataProperty;
+
+class MonthCast implements Cast
+{
+    public function cast(DataProperty $property, mixed $value): string
+    {
+        return Carbon::parse($value)->format('M, Y');
+    }
+}

src/app/DataTransferObjects/Casts/PercentCast.php

@@ -0,0 +1,15 @@
+<?php
+
+namespace App\DataTransferObjects\Casts;
+
+use App\ValueObjects\Numbers\Percent;
+use Spatie\LaravelData\Casts\Cast;
+use Spatie\LaravelData\Support\DataProperty;
+
+class PercentCast implements Cast
+{
+    public function cast(DataProperty $property, mixed $value): string
+    {
+        return Percent::from($value)->format();
+    }
+}

src/app/DataTransferObjects/Dividend/DividendIncome/DividendIncomeSummary.php

@@ -0,0 +1,15 @@
+<?php
+
+namespace App\DataTransferObjects\Dividend\DividendIncome;
+
+use Spatie\LaravelData\Data;
+
+class DividendIncomeSummary extends Data
+{
+    public function __construct(
+        public readonly DividendIncomeSummaryItem $thisWeek,
+        public readonly DividendIncomeSummaryItem $thisMonth,
+        public readonly DividendIncomeSummaryItem $thisYear,
+        public readonly DividendIncomeSummaryItem $allTime,
+    ) {}
+}

src/app/DataTransferObjects/Dividend/DividendIncome/DividendIncomeSummaryItem.php

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\DataTransferObjects\Dividend\DividendIncome;
+
+use Spatie\LaravelData\Data;
+
+class DividendIncomeSummaryItem extends Data
+{
+    public function __construct(
+        public readonly string $value,
+        public readonly string $label,
+    ) {}
+}

src/app/DataTransferObjects/Dividend/DividendPayoutData.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace App\DataTransferObjects\Dividend;
+
+use App\Models\Holding;
+use App\Models\User;
+use Carbon\Carbon;
+use Spatie\LaravelData\Data;
+
+class DividendPayoutData extends Data
+{
+    public function __construct(
+        public readonly Carbon $date,
+        public readonly Holding $holding,
+        public readonly float $total_amount,
+        public readonly User $user,
+    ) {}
+}

src/app/DataTransferObjects/Dividend/MonthlyDividendData.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace App\DataTransferObjects\Dividend;
+
+use App\DataTransferObjects\Casts\MoneyCast;
+use App\DataTransferObjects\Casts\MonthCast;
+use Spatie\LaravelData\Attributes\WithCast;
+use Spatie\LaravelData\Data;
+
+class MonthlyDividendData extends Data
+{
+    public function __construct(
+        #[WithCast(MoneyCast::class)]
+        public readonly string $amount,
+        #[WithCast(MonthCast::class)]
+        public readonly string $month,
+    ) {}
+}

src/app/DataTransferObjects/Portfolio/HoldingData.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace App\DataTransferObjects\Portfolio;
+
+use App\DataTransferObjects\Casts\MoneyCast;
+use App\DataTransferObjects\Casts\PercentCast;
+use Spatie\LaravelData\Attributes\WithCast;
+use Spatie\LaravelData\Data;
+
+class HoldingData extends Data
+{
+    public function __construct(
+        public readonly string $id,
+        public readonly string $ticker,
+        public readonly string $quantity,
+        #[WithCast(MoneyCast::class)]
+        public readonly string $average_cost,
+        #[WithCast(MoneyCast::class)]
+        public readonly string $invested_capital,
+        #[WithCast(MoneyCast::class)]
+        public readonly string $market_value,
+        #[WithCast(PercentCast::class)]
+        public readonly string $yield,
+        #[WithCast(PercentCast::class)]
+        public readonly string $yield_on_cost,
+    ) {}
+}

src/app/DataTransferObjects/Portfolio/InvestedCapitalData.php

@@ -0,0 +1,18 @@
+<?php
+
+namespace App\DataTransferObjects\Portfolio;
+
+use App\DataTransferObjects\Casts\MoneyCast;
+use App\DataTransferObjects\Casts\MonthCast;
+use Spatie\LaravelData\Attributes\WithCast;
+use Spatie\LaravelData\Data;
+
+class InvestedCapitalData extends Data
+{
+    public function __construct(
+        #[WithCast(MoneyCast::class)]
+        public readonly string $amount,
+        #[WithCast(MonthCast::class)]
+        public readonly string $month,
+    ) {}
+}

src/app/DataTransferObjects/Portfolio/PortfolioData.php

@@ -0,0 +1,28 @@
+<?php
+
+namespace App\DataTransferObjects\Portfolio;
+
+use App\DataTransferObjects\Casts\MoneyCast;
+use App\DataTransferObjects\Casts\PercentCast;
+use Spatie\LaravelData\Attributes\WithCast;
+use Spatie\LaravelData\Data;
+use Spatie\LaravelData\DataCollection;
+
+class PortfolioData extends Data
+{
+    public function __construct(
+        public readonly int $id,
+        public readonly string $name,
+        public readonly string $slug,
+        #[WithCast(MoneyCast::class)]
+        public readonly string $invested_capital,
+        #[WithCast(MoneyCast::class)]
+        public readonly string $market_value,
+        #[WithCast(PercentCast::class)]
+        public readonly ?string $yield_on_cost,
+        #[WithCast(PercentCast::class)]
+        public readonly ?string $yield,
+        /** @var DataCollection<HoldingData> */
+        public readonly DataCollection $holdings,
+    ) {}
+}

src/app/DataTransferObjects/Transaction/TransactionData.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\DataTransferObjects\Transaction;
+
+use App\Models\Stock;
+use App\Models\User;
+use App\Enums\TransactionTypes;
+use Carbon\Carbon;
+use Spatie\LaravelData\Attributes\WithCast;
+use Spatie\LaravelData\Casts\EnumCast;
+use Spatie\LaravelData\Data;
+
+class TransactionData extends Data
+{
+    public string $ticker;
+    public float $quantity;
+    public float $price_per_share;
+    public int $import_id;
+    public Carbon $date;
+    public Stock $stock;
+    public User $user;
+    #[WithCast(EnumCast::class, TransactionTypes::class)]
+    public TransactionTypes $type;
+}

src/app/Enums/TransactionTypes.php

@@ -0,0 +1,9 @@
+<?php
+
+namespace App\Enums;
+
+enum TransactionTypes: string
+{
+    case SELL = 'SELL';
+    case BUY = 'BUY';
+}

src/app/Exceptions/Handler.php

@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Exceptions;
+
+use Illuminate\Foundation\Exceptions\Handler as ExceptionHandler;
+use Throwable;
+
+class Handler extends ExceptionHandler
+{
+    /**
+     * A list of the exception types that are not reported.
+     *
+     * @var string[]
+     */
+    protected $dontReport = [
+        //
+    ];
+
+    /**
+     * A list of the inputs that are never flashed for validation exceptions.
+     *
+     * @var string[]
+     */
+    protected $dontFlash = [
+        'current_password',
+        'password',
+        'password_confirmation',
+    ];
+
+    /**
+     * Register the exception handling callbacks for the application.
+     *
+     * @return void
+     */
+    public function register()
+    {
+        $this->reportable(function (Throwable $e) {
+            //
+        });
+    }
+}

src/app/Filters/DateFilter.php

@@ -0,0 +1,25 @@
+<?php
+
+namespace App\Filters;
+
+use App\ValueObjects\Date\EndDate;
+use App\ValueObjects\Date\StartDate;
+use Carbon\Carbon;
+
+class DateFilter
+{
+    public function __construct(
+        public StartDate $startDate,
+        public EndDate $endDate
+    ) {}
+
+    public static function fromCarbons(
+        Carbon $startDate,
+        Carbon $endDate
+    ): self {
+        return new static(
+            StartDate::fromString($startDate->toString()),
+            EndDate::fromString($endDate->toString())
+        );
+    }
+}

src/app/Http/Controllers/Auth/AuthenticatedSessionController.php

@@ -0,0 +1,59 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Http\Requests\Auth\LoginRequest;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Route;
+use Inertia\Inertia;
+
+class AuthenticatedSessionController extends Controller
+{
+    /**
+     * Display the login view.
+     *
+     * @return \Inertia\Response
+     */
+    public function create()
+    {
+        return Inertia::render('Auth/Login', [
+            'canResetPassword' => Route::has('password.request'),
+            'status' => session('status'),
+        ]);
+    }
+
+    /**
+     * Handle an incoming authentication request.
+     *
+     * @param  \App\Http\Requests\Auth\LoginRequest  $request
+     * @return \Illuminate\Http\RedirectResponse
+     */
+    public function store(LoginRequest $request)
+    {
+        $request->authenticate();
+
+        $request->session()->regenerate();
+
+        return redirect()->intended(RouteServiceProvider::HOME);
+    }
+
+    /**
+     * Destroy an authenticated session.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\Http\RedirectResponse
+     */
+    public function destroy(Request $request)
+    {
+        Auth::guard('web')->logout();
+
+        $request->session()->invalidate();
+
+        $request->session()->regenerateToken();
+
+        return redirect('/');
+    }
+}

src/app/Http/Controllers/Auth/ConfirmablePasswordController.php

@@ -0,0 +1,45 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Validation\ValidationException;
+use Inertia\Inertia;
+
+class ConfirmablePasswordController extends Controller
+{
+    /**
+     * Show the confirm password view.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function show()
+    {
+        return Inertia::render('Auth/ConfirmPassword');
+    }
+
+    /**
+     * Confirm the user's password.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return mixed
+     */
+    public function store(Request $request)
+    {
+        if (! Auth::guard('web')->validate([
+            'email' => $request->user()->email,
+            'password' => $request->password,
+        ])) {
+            throw ValidationException::withMessages([
+                'password' => __('auth.password'),
+            ]);
+        }
+
+        $request->session()->put('auth.password_confirmed_at', time());
+
+        return redirect()->intended(RouteServiceProvider::HOME);
+    }
+}

src/app/Http/Controllers/Auth/EmailVerificationNotificationController.php

@@ -0,0 +1,27 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Http\Request;
+
+class EmailVerificationNotificationController extends Controller
+{
+    /**
+     * Send a new email verification notification.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\Http\Response
+     */
+    public function store(Request $request)
+    {
+        if ($request->user()->hasVerifiedEmail()) {
+            return redirect()->intended(RouteServiceProvider::HOME);
+        }
+
+        $request->user()->sendEmailVerificationNotification();
+
+        return back()->with('status', 'verification-link-sent');
+    }
+}

src/app/Http/Controllers/Auth/EmailVerificationPromptController.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Http\Request;
+use Inertia\Inertia;
+
+class EmailVerificationPromptController extends Controller
+{
+    /**
+     * Display the email verification prompt.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return mixed
+     */
+    public function __invoke(Request $request)
+    {
+        return $request->user()->hasVerifiedEmail()
+                    ? redirect()->intended(RouteServiceProvider::HOME)
+                    : Inertia::render('Auth/VerifyEmail', ['status' => session('status')]);
+    }
+}

src/app/Http/Controllers/Auth/NewPasswordController.php

@@ -0,0 +1,73 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use Illuminate\Auth\Events\PasswordReset;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Hash;
+use Illuminate\Support\Facades\Password;
+use Illuminate\Support\Str;
+use Illuminate\Validation\Rules;
+use Illuminate\Validation\ValidationException;
+use Inertia\Inertia;
+
+class NewPasswordController extends Controller
+{
+    /**
+     * Display the password reset view.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\View\View
+     */
+    public function create(Request $request)
+    {
+        return Inertia::render('Auth/ResetPassword', [
+            'email' => $request->email,
+            'token' => $request->route('token'),
+        ]);
+    }
+
+    /**
+     * Handle an incoming new password request.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\Http\RedirectResponse
+     *
+     * @throws \Illuminate\Validation\ValidationException
+     */
+    public function store(Request $request)
+    {
+        $request->validate([
+            'token' => 'required',
+            'email' => 'required|email',
+            'password' => ['required', 'confirmed', Rules\Password::defaults()],
+        ]);
+
+        // Here we will attempt to reset the user's password. If it is successful we
+        // will update the password on an actual user model and persist it to the
+        // database. Otherwise we will parse the error and return the response.
+        $status = Password::reset(
+            $request->only('email', 'password', 'password_confirmation', 'token'),
+            function ($user) use ($request) {
+                $user->forceFill([
+                    'password' => Hash::make($request->password),
+                    'remember_token' => Str::random(60),
+                ])->save();
+
+                event(new PasswordReset($user));
+            }
+        );
+
+        // If the password was successfully reset, we will redirect the user back to
+        // the application's home authenticated view. If there is an error we can
+        // redirect them back to where they came from with their error message.
+        if ($status == Password::PASSWORD_RESET) {
+            return redirect()->route('login')->with('status', __($status));
+        }
+
+        throw ValidationException::withMessages([
+            'email' => [trans($status)],
+        ]);
+    }
+}

src/app/Http/Controllers/Auth/PasswordResetLinkController.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Password;
+use Illuminate\Validation\ValidationException;
+use Inertia\Inertia;
+
+class PasswordResetLinkController extends Controller
+{
+    /**
+     * Display the password reset link request view.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function create()
+    {
+        return Inertia::render('Auth/ForgotPassword', [
+            'status' => session('status'),
+        ]);
+    }
+
+    /**
+     * Handle an incoming password reset link request.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\Http\RedirectResponse
+     *
+     * @throws \Illuminate\Validation\ValidationException
+     */
+    public function store(Request $request)
+    {
+        $request->validate([
+            'email' => 'required|email',
+        ]);
+
+        // We will send the password reset link to this user. Once we have attempted
+        // to send the link, we will examine the response then see the message we
+        // need to show to the user. Finally, we'll send out a proper response.
+        $status = Password::sendResetLink(
+            $request->only('email')
+        );
+
+        if ($status == Password::RESET_LINK_SENT) {
+            return back()->with('status', __($status));
+        }
+
+        throw ValidationException::withMessages([
+            'email' => [trans($status)],
+        ]);
+    }
+}

src/app/Http/Controllers/Auth/RegisteredUserController.php

@@ -0,0 +1,55 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Models\User;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Auth\Events\Registered;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\Hash;
+use Illuminate\Validation\Rules;
+use Inertia\Inertia;
+
+class RegisteredUserController extends Controller
+{
+    /**
+     * Display the registration view.
+     *
+     * @return \Illuminate\View\View
+     */
+    public function create()
+    {
+        return Inertia::render('Auth/Register');
+    }
+
+    /**
+     * Handle an incoming registration request.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return \Illuminate\Http\RedirectResponse
+     *
+     * @throws \Illuminate\Validation\ValidationException
+     */
+    public function store(Request $request)
+    {
+        $request->validate([
+            'name' => 'required|string|max:255',
+            'email' => 'required|string|email|max:255|unique:users',
+            'password' => ['required', 'confirmed', Rules\Password::defaults()],
+        ]);
+
+        $user = User::create([
+            'name' => $request->name,
+            'email' => $request->email,
+            'password' => Hash::make($request->password),
+        ]);
+
+        event(new Registered($user));
+
+        Auth::login($user);
+
+        return redirect(RouteServiceProvider::HOME);
+    }
+}

src/app/Http/Controllers/Auth/VerifyEmailController.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Http\Controllers\Auth;
+
+use App\Http\Controllers\Controller;
+use App\Providers\RouteServiceProvider;
+use Illuminate\Auth\Events\Verified;
+use Illuminate\Foundation\Auth\EmailVerificationRequest;
+
+class VerifyEmailController extends Controller
+{
+    /**
+     * Mark the authenticated user's email address as verified.
+     *
+     * @param  \Illuminate\Foundation\Auth\EmailVerificationRequest  $request
+     * @return \Illuminate\Http\RedirectResponse
+     */
+    public function __invoke(EmailVerificationRequest $request)
+    {
+        if ($request->user()->hasVerifiedEmail()) {
+            return redirect()->intended(RouteServiceProvider::HOME.'?verified=1');
+        }
+
+        if ($request->user()->markEmailAsVerified()) {
+            event(new Verified($request->user()));
+        }
+
+        return redirect()->intended(RouteServiceProvider::HOME.'?verified=1');
+    }
+}

src/app/Http/Controllers/Controller.php

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use Illuminate\Foundation\Auth\Access\AuthorizesRequests;
+use Illuminate\Foundation\Bus\DispatchesJobs;
+use Illuminate\Foundation\Validation\ValidatesRequests;
+use Illuminate\Routing\Controller as BaseController;
+
+class Controller extends BaseController
+{
+    use AuthorizesRequests, DispatchesJobs, ValidatesRequests;
+}

src/app/Http/Controllers/DashboardController.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\ViewModels\GetDashboardViewModel;
+use Illuminate\Http\Request;
+use Inertia\Inertia;
+
+class DashboardController extends Controller
+{
+    public function index(Request $request)
+    {
+        return Inertia::render('Dashboard', [
+            'viewModel' => new GetDashboardViewModel($request->user()),
+        ]);
+    }
+}

src/app/Http/Controllers/InvestedCapitalController.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\ViewModels\GetInvestedCapitalViewModel;
+use Illuminate\Http\Request;
+use Inertia\Inertia;
+
+class InvestedCapitalController extends Controller
+{
+    public function index(Request $request)
+    {
+        return Inertia::render('InvestedCapital/Index', [
+            'viewModel' => new GetInvestedCapitalViewModel($request->user()),
+        ]);
+    }
+}

src/app/Http/Controllers/PortfolioController.php

@@ -0,0 +1,20 @@
+<?php
+
+namespace App\Http\Controllers;
+
+use App\Models\Portfolio;
+use App\ViewModels\GetPortfolioViewModel;
+use Illuminate\Http\Request;
+use Inertia\Inertia;
+
+class PortfolioController extends Controller
+{
+    public function index(Request $request, Portfolio $portfolio)
+    {
+        $portfolio->load('holdings');
+
+        return Inertia::render('Portfolio/Index', [
+            'viewModel' => new GetPortfolioViewModel($request->user(), $portfolio),
+        ]);
+    }
+}

src/app/Http/Kernel.php

@@ -0,0 +1,69 @@
+<?php
+
+namespace App\Http;
+
+use Illuminate\Foundation\Http\Kernel as HttpKernel;
+
+class Kernel extends HttpKernel
+{
+    /**
+     * The application's global HTTP middleware stack.
+     *
+     * These middleware are run during every request to your application.
+     *
+     * @var array
+     */
+    protected $middleware = [
+        // \App\Http\Middleware\TrustHosts::class,
+        \App\Http\Middleware\TrustProxies::class,
+        \Fruitcake\Cors\HandleCors::class,
+        \App\Http\Middleware\PreventRequestsDuringMaintenance::class,
+        \Illuminate\Foundation\Http\Middleware\ValidatePostSize::class,
+        \App\Http\Middleware\TrimStrings::class,
+        \Illuminate\Foundation\Http\Middleware\ConvertEmptyStringsToNull::class,
+    ];
+
+    /**
+     * The application's route middleware groups.
+     *
+     * @var array
+     */
+    protected $middlewareGroups = [
+        'web' => [
+            \App\Http\Middleware\EncryptCookies::class,
+            \Illuminate\Cookie\Middleware\AddQueuedCookiesToResponse::class,
+            \Illuminate\Session\Middleware\StartSession::class,
+            // \Illuminate\Session\Middleware\AuthenticateSession::class,
+            \Illuminate\View\Middleware\ShareErrorsFromSession::class,
+            \App\Http\Middleware\VerifyCsrfToken::class,
+            \Illuminate\Routing\Middleware\SubstituteBindings::class,
+            // \Laravel\Sanctum\Http\Middleware\EnsureFrontendRequestsAreStateful::class,
+            \App\Http\Middleware\HandleInertiaRequests::class,
+        ],
+
+        'api' => [
+            // \Laravel\Sanctum\Http\Middleware\EnsureFrontendRequestsAreStateful::class,
+            'throttle:api',
+            \Illuminate\Routing\Middleware\SubstituteBindings::class,
+        ],
+    ];
+
+    /**
+     * The application's route middleware.
+     *
+     * These middleware may be assigned to groups or used individually.
+     *
+     * @var array
+     */
+    protected $routeMiddleware = [
+        'auth' => \App\Http\Middleware\Authenticate::class,
+        'auth.basic' => \Illuminate\Auth\Middleware\AuthenticateWithBasicAuth::class,
+        'cache.headers' => \Illuminate\Http\Middleware\SetCacheHeaders::class,
+        'can' => \Illuminate\Auth\Middleware\Authorize::class,
+        'guest' => \App\Http\Middleware\RedirectIfAuthenticated::class,
+        'password.confirm' => \Illuminate\Auth\Middleware\RequirePassword::class,
+        'signed' => \Illuminate\Routing\Middleware\ValidateSignature::class,
+        'throttle' => \Illuminate\Routing\Middleware\ThrottleRequests::class,
+        'verified' => \Illuminate\Auth\Middleware\EnsureEmailIsVerified::class,
+    ];
+}

src/app/Http/Middleware/Authenticate.php

@@ -0,0 +1,21 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Auth\Middleware\Authenticate as Middleware;
+
+class Authenticate extends Middleware
+{
+    /**
+     * Get the path the user should be redirected to when they are not authenticated.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return string|null
+     */
+    protected function redirectTo($request)
+    {
+        if (! $request->expectsJson()) {
+            return route('login');
+        }
+    }
+}

src/app/Http/Middleware/EncryptCookies.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Cookie\Middleware\EncryptCookies as Middleware;
+
+class EncryptCookies extends Middleware
+{
+    /**
+     * The names of the cookies that should not be encrypted.
+     *
+     * @var array
+     */
+    protected $except = [
+        //
+    ];
+}

src/app/Http/Middleware/HandleInertiaRequests.php

@@ -0,0 +1,42 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Http\Request;
+use Inertia\Middleware;
+
+class HandleInertiaRequests extends Middleware
+{
+    /**
+     * The root template that is loaded on the first page visit.
+     *
+     * @var string
+     */
+    protected $rootView = 'app';
+
+    /**
+     * Determine the current asset version.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return string|null
+     */
+    public function version(Request $request)
+    {
+        return parent::version($request);
+    }
+
+    /**
+     * Define the props that are shared by default.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @return array
+     */
+    public function share(Request $request)
+    {
+        return array_merge(parent::share($request), [
+            'auth' => [
+                'user' => $request->user(),
+            ],
+        ]);
+    }
+}

src/app/Http/Middleware/PreventRequestsDuringMaintenance.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Foundation\Http\Middleware\PreventRequestsDuringMaintenance as Middleware;
+
+class PreventRequestsDuringMaintenance extends Middleware
+{
+    /**
+     * The URIs that should be reachable while maintenance mode is enabled.
+     *
+     * @var array
+     */
+    protected $except = [
+        //
+    ];
+}

src/app/Http/Middleware/RedirectIfAuthenticated.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use App\Providers\RouteServiceProvider;
+use Closure;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\Auth;
+
+class RedirectIfAuthenticated
+{
+    /**
+     * Handle an incoming request.
+     *
+     * @param  \Illuminate\Http\Request  $request
+     * @param  \Closure  $next
+     * @param  string|null  ...$guards
+     * @return mixed
+     */
+    public function handle(Request $request, Closure $next, ...$guards)
+    {
+        $guards = empty($guards) ? [null] : $guards;
+
+        foreach ($guards as $guard) {
+            if (Auth::guard($guard)->check()) {
+                return redirect(RouteServiceProvider::HOME);
+            }
+        }
+
+        return $next($request);
+    }
+}

src/app/Http/Middleware/TrimStrings.php

@@ -0,0 +1,19 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Foundation\Http\Middleware\TrimStrings as Middleware;
+
+class TrimStrings extends Middleware
+{
+    /**
+     * The names of the attributes that should not be trimmed.
+     *
+     * @var array
+     */
+    protected $except = [
+        'current_password',
+        'password',
+        'password_confirmation',
+    ];
+}

src/app/Http/Middleware/TrustHosts.php

@@ -0,0 +1,20 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Http\Middleware\TrustHosts as Middleware;
+
+class TrustHosts extends Middleware
+{
+    /**
+     * Get the host patterns that should be trusted.
+     *
+     * @return array
+     */
+    public function hosts()
+    {
+        return [
+            $this->allSubdomainsOfApplicationUrl(),
+        ];
+    }
+}

src/app/Http/Middleware/TrustProxies.php

@@ -0,0 +1,28 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Http\Middleware\TrustProxies as Middleware;
+use Illuminate\Http\Request;
+
+class TrustProxies extends Middleware
+{
+    /**
+     * The trusted proxies for this application.
+     *
+     * @var array|string|null
+     */
+    protected $proxies;
+
+    /**
+     * The headers that should be used to detect proxies.
+     *
+     * @var int
+     */
+    protected $headers =
+        Request::HEADER_X_FORWARDED_FOR |
+        Request::HEADER_X_FORWARDED_HOST |
+        Request::HEADER_X_FORWARDED_PORT |
+        Request::HEADER_X_FORWARDED_PROTO |
+        Request::HEADER_X_FORWARDED_AWS_ELB;
+}

src/app/Http/Middleware/VerifyCsrfToken.php

@@ -0,0 +1,17 @@
+<?php
+
+namespace App\Http\Middleware;
+
+use Illuminate\Foundation\Http\Middleware\VerifyCsrfToken as Middleware;
+
+class VerifyCsrfToken extends Middleware
+{
+    /**
+     * The URIs that should be excluded from CSRF verification.
+     *
+     * @var array
+     */
+    protected $except = [
+        //
+    ];
+}

src/app/Http/Requests/Auth/LoginRequest.php

@@ -0,0 +1,93 @@
+<?php
+
+namespace App\Http\Requests\Auth;
+
+use Illuminate\Auth\Events\Lockout;
+use Illuminate\Foundation\Http\FormRequest;
+use Illuminate\Support\Facades\Auth;
+use Illuminate\Support\Facades\RateLimiter;
+use Illuminate\Support\Str;
+use Illuminate\Validation\ValidationException;
+
+class LoginRequest extends FormRequest
+{
+    /**
+     * Determine if the user is authorized to make this request.
+     *
+     * @return bool
+     */
+    public function authorize()
+    {
+        return true;
+    }
+
+    /**
+     * Get the validation rules that apply to the request.
+     *
+     * @return array
+     */
+    public function rules()
+    {
+        return [
+            'email' => ['required', 'string', 'email'],
+            'password' => ['required', 'string'],
+        ];
+    }
+
+    /**
+     * Attempt to authenticate the request's credentials.
+     *
+     * @return void
+     *
+     * @throws \Illuminate\Validation\ValidationException
+     */
+    public function authenticate()
+    {
+        $this->ensureIsNotRateLimited();
+
+        if (! Auth::attempt($this->only('email', 'password'), $this->boolean('remember'))) {
+            RateLimiter::hit($this->throttleKey());
+
+            throw ValidationException::withMessages([
+                'email' => __('auth.failed'),
+            ]);
+        }
+
+        RateLimiter::clear($this->throttleKey());
+    }
+
+    /**
+     * Ensure the login request is not rate limited.
+     *
+     * @return void
+     *
+     * @throws \Illuminate\Validation\ValidationException
+     */
+    public function ensureIsNotRateLimited()
+    {
+        if (! RateLimiter::tooManyAttempts($this->throttleKey(), 5)) {
+            return;
+        }
+
+        event(new Lockout($this));
+
+        $seconds = RateLimiter::availableIn($this->throttleKey());
+
+        throw ValidationException::withMessages([
+            'email' => trans('auth.throttle', [
+                'seconds' => $seconds,
+                'minutes' => ceil($seconds / 60),
+            ]),
+        ]);
+    }
+
+    /**
+     * Get the rate limiting throttle key for the request.
+     *
+     * @return string
+     */
+    public function throttleKey()
+    {
+        return Str::lower($this->input('email')).'|'.$this->ip();
+    }
+}

src/app/Models/DividendPayout.php

@@ -0,0 +1,33 @@
+<?php
+
+namespace App\Models;
+
+use App\Builders\Dividend\DividendPayoutBuilder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class DividendPayout extends Model
+{
+    use HasFactory;
+
+    protected $guarded = [];
+    protected $dates = [
+        'paid_at',
+    ];
+
+    public function holding(): BelongsTo
+    {
+        return $this->belongsTo(Holding::class);
+    }
+
+    public function user(): BelongsTo
+    {
+        return $this->belongsTo(User::class);
+    }
+
+    public function newEloquentBuilder($query): DividendPayoutBuilder
+    {
+        return new DividendPayoutBuilder($query);
+    }
+}

src/app/Models/Holding.php

@@ -0,0 +1,73 @@
+<?php
+
+namespace App\Models;
+
+use App\Builders\Holding\HoldingBuilder;
+use App\Collections\Holding\HoldingCollection;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\SoftDeletes;
+
+class Holding extends Model
+{
+    use HasFactory;
+    use SoftDeletes;
+
+    protected $guarded = [];
+    protected $with = ['stock'];
+
+    public function stock(): BelongsTo
+    {
+        return $this->belongsTo(Stock::class);
+    }
+
+    public function dividendPayouts(): HasMany
+    {
+        return $this->hasMany(DividendPayout::class);
+    }
+
+    public function user(): BelongsTo
+    {
+        return $this->belongsTo(User::class);
+    }
+
+    public function portfolio(): BelongsTo
+    {
+        return $this->belongsTo(Portfolio::class);
+    }
+
+    public function newEloquentBuilder($query): HoldingBuilder
+    {
+        return new HoldingBuilder($query);
+    }
+
+    public function newCollection(array $models = []): HoldingCollection
+    {
+        return new HoldingCollection($models);
+    }
+
+    public function getYieldOnCostAttribute(): float
+    {
+        if (!$this->stock->dividend_amount_per_year) {
+            return 0;
+        }
+
+        return $this->stock->dividend_amount_per_year / $this->average_cost;
+    }
+
+    public function getYieldAttribute(): float
+    {
+        return $this->market_value / $this->invested_capital - 1;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            ...parent::toArray(),
+            'yield' => $this->yield,
+            'yield_on_cost' => $this->yield_on_cost,
+        ];
+    }
+}

src/app/Models/Portfolio.php

@@ -0,0 +1,78 @@
+<?php
+
+namespace App\Models;
+
+use App\Builders\Portfolio\PortfolioBuilder;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Database\Eloquent\Relations\HasManyThrough;
+use Illuminate\Support\Str;
+
+class Portfolio extends Model
+{
+    use HasFactory;
+
+    public const AGGREGATE_NAME = 'All';
+
+    protected $guarded = [];
+    protected $with = ['holdings'];
+
+    protected static function booted()
+    {
+        static::saving(function (Portfolio $portfolio) {
+            $portfolio->slug = Str::slug($portfolio->name);
+        });
+    }
+
+    public function getRouteKeyName(): string
+    {
+        return 'slug';
+    }
+
+    public function user(): BelongsTo
+    {
+        return $this->belongsTo(User::class);
+    }
+
+    public function holdings(): HasMany
+    {
+        return $this->hasMany(Holding::class);
+    }
+
+    public function dividendPayouts(): HasManyThrough
+    {
+        return $this->hasManyThrough(DividendPayout::class, Holding::class);
+    }
+
+    public function newEloquentBuilder($query): PortfolioBuilder
+    {
+        return new PortfolioBuilder($query);
+    }
+
+    public function getYieldOnCostAttribute(): ?float
+    {
+        return $this->yieldOnCost();
+    }
+
+    public function getYieldAttribute(): ?float
+    {
+        return $this->market_value / $this->invested_capital - 1;
+    }
+
+    public function getIsAggregateAttribute(): bool
+    {
+        return $this->name === self::AGGREGATE_NAME;
+    }
+
+    public function toArray(): array
+    {
+        return [
+            ...parent::toArray(),
+            'yield' => $this->yield,
+            'yield_on_cost' => $this->yield_on_cost,
+            'is_aggregate' => $this->is_aggregate,
+        ];
+    }
+}

src/app/Models/Stock.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+
+class Stock extends Model
+{
+    use HasFactory;
+
+    protected $guarded = [];
+
+    public function transactions(): HasMany
+    {
+        return $this->hasMany(Transaction::class);
+    }
+
+    public function holdings(): HasMany
+    {
+        return $this->hasMany(Holding::class);
+    }
+
+    public function user(): BelongsTo
+    {
+        return $this->belongsTo(User::class);
+    }
+}

src/app/Models/Transaction.php

@@ -0,0 +1,48 @@
+<?php
+
+namespace App\Models;
+
+use App\Builders\Transaction\TransactionBuilder;
+use App\Enums\TransactionTypes;
+use App\Collections\Transaction\TransactionCollection;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Model;
+use Illuminate\Database\Eloquent\Relations\BelongsTo;
+
+class Transaction extends Model
+{
+    use HasFactory;
+
+    protected $guarded = [];
+
+    public function stock(): BelongsTo
+    {
+        return $this->belongsTo(Stock::class);
+    }
+
+    public function user(): BelongsTo
+    {
+        return $this->belongsTo(User::class);
+    }
+
+    public function newEloquentBuilder($query): TransactionBuilder
+    {
+        return new TransactionBuilder($query);
+    }
+
+    public function newCollection(array $models = []): TransactionCollection
+    {
+        return new TransactionCollection($models);
+    }
+
+    protected static function booted()
+    {
+        self::saving(function (Transaction $transaction) {
+            if ($transaction->type === TransactionTypes::SELL->value && $transaction->quantity > 0) {
+                $transaction->quantity *= -1;
+            }
+
+            $transaction->total_price = $transaction->price_per_share * $transaction->quantity;
+        });
+    }
+}

src/app/Models/User.php

@@ -0,0 +1,45 @@
+<?php
+
+namespace App\Models;
+
+use Illuminate\Contracts\Auth\MustVerifyEmail;
+use Illuminate\Database\Eloquent\Factories\HasFactory;
+use Illuminate\Database\Eloquent\Relations\HasMany;
+use Illuminate\Foundation\Auth\User as Authenticatable;
+use Illuminate\Notifications\Notifiable;
+use Laravel\Sanctum\HasApiTokens;
+
+class User extends Authenticatable
+{
+    use HasApiTokens, HasFactory, Notifiable;
+
+    protected $fillable = [
+        'name',
+        'email',
+        'password',
+    ];
+
+    protected $hidden = [
+        'password',
+        'remember_token',
+    ];
+
+    protected $casts = [
+        'email_verified_at' => 'datetime',
+    ];
+
+    public function portfolios(): HasMany
+    {
+        return $this->hasMany(Portfolio::class);
+    }
+
+    public function holdings(): HasMany
+    {
+        return $this->hasMany(Holding::class);
+    }
+
+    public function dividendPayouts(): HasMany
+    {
+        return $this->hasMany(DividendPayout::class);
+    }
+}

src/app/Providers/AppServiceProvider.php

@@ -0,0 +1,36 @@
+<?php
+
+namespace App\Providers;
+
+use App\Actions\Dividend\ImportDividendPayouts;
+use App\Actions\Transaction\ImportTransactions;
+use Illuminate\Http\Resources\Json\JsonResource;
+use Illuminate\Support\Facades\DB;
+use Illuminate\Support\Str;
+use Illuminate\Support\Facades\Log;
+use Illuminate\Support\ServiceProvider;
+
+class AppServiceProvider extends ServiceProvider
+{
+    public function register()
+    {
+        //
+    }
+
+    public function boot()
+    {
+        $this->app->when(ImportTransactions::class)
+            ->needs('$csvPath')
+            ->give(storage_path(config('imports.transaction.storage_path')));
+
+        $this->app->when(ImportDividendPayouts::class)
+            ->needs('$csvPath')
+            ->give(storage_path(config('imports.dividend.storage_path')));
+
+        // DB::listen(function ($query) {
+        //     logger(Str::replaceArray('?', $query->bindings, $query->sql));
+        // });
+
+        JsonResource::wrap(null);
+    }
+}

src/app/Providers/AuthServiceProvider.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Providers;
+
+use Illuminate\Foundation\Support\Providers\AuthServiceProvider as ServiceProvider;
+use Illuminate\Support\Facades\Gate;
+
+class AuthServiceProvider extends ServiceProvider
+{
+    /**
+     * The policy mappings for the application.
+     *
+     * @var array
+     */
+    protected $policies = [
+        // 'App\Models\Model' => 'App\Policies\ModelPolicy',
+    ];
+
+    /**
+     * Register any authentication / authorization services.
+     *
+     * @return void
+     */
+    public function boot()
+    {
+        $this->registerPolicies();
+
+        //
+    }
+}

src/app/Providers/BroadcastServiceProvider.php

@@ -0,0 +1,21 @@
+<?php
+
+namespace App\Providers;
+
+use Illuminate\Support\Facades\Broadcast;
+use Illuminate\Support\ServiceProvider;
+
+class BroadcastServiceProvider extends ServiceProvider
+{
+    /**
+     * Bootstrap any application services.
+     *
+     * @return void
+     */
+    public function boot()
+    {
+        Broadcast::routes();
+
+        require base_path('routes/channels.php');
+    }
+}

src/app/Providers/EventServiceProvider.php

@@ -0,0 +1,32 @@
+<?php
+
+namespace App\Providers;
+
+use Illuminate\Auth\Events\Registered;
+use Illuminate\Auth\Listeners\SendEmailVerificationNotification;
+use Illuminate\Foundation\Support\Providers\EventServiceProvider as ServiceProvider;
+use Illuminate\Support\Facades\Event;
+
+class EventServiceProvider extends ServiceProvider
+{
+    /**
+     * The event listener mappings for the application.
+     *
+     * @var array
+     */
+    protected $listen = [
+        Registered::class => [
+            SendEmailVerificationNotification::class,
+        ],
+    ];
+
+    /**
+     * Register any events for your application.
+     *
+     * @return void
+     */
+    public function boot()
+    {
+        //
+    }
+}

src/app/Providers/MarketStackServiceProvider.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace App\Providers;
+
+use App\Services\MarketStack\MarketStackService;
+use Illuminate\Support\ServiceProvider;
+
+class MarketStackServiceProvider extends ServiceProvider
+{
+    public function register()
+    {
+        //
+    }
+
+    public function boot()
+    {
+        $this->app->singleton(MarketStackService::class, fn () => new MarketStackService(
+            config('services.market_stack.uri'),
+            config('services.market_stack.access_key'),
+            config('services.market_stack.timeout'),
+        ));
+    }
+}

src/app/Providers/RouteServiceProvider.php

@@ -0,0 +1,45 @@
+<?php
+
+namespace App\Providers;
+
+use App\Models\Portfolio;
+use Illuminate\Cache\RateLimiting\Limit;
+use Illuminate\Foundation\Support\Providers\RouteServiceProvider as ServiceProvider;
+use Illuminate\Http\Request;
+use Illuminate\Support\Facades\RateLimiter;
+use Illuminate\Support\Facades\Route;
+
+class RouteServiceProvider extends ServiceProvider
+{
+    public const HOME = '/dashboard';
+
+    public function boot()
+    {
+        $this->configureRateLimiting();
+
+        $this->routes(function () {
+            Route::middleware('web')
+                ->namespace($this->namespace)
+                ->group(base_path('routes/web.php'));
+        });
+
+        Route::bind('portfolio', function(string $slug) {
+            return Portfolio::query()
+                ->whereBelongsTo(request()->user())
+                ->whereSlug($slug)
+                ->firstOrFail();
+        });
+    }
+
+    /**
+     * Configure the rate limiters for the application.
+     *
+     * @return void
+     */
+    protected function configureRateLimiting()
+    {
+        RateLimiter::for('api', function (Request $request) {
+            return Limit::perMinute(60)->by(optional($request->user())->id ?: $request->ip());
+        });
+    }
+}

src/app/Services/CsvService.php

@@ -0,0 +1,53 @@
+<?php
+
+namespace App\Services;
+
+use Exception;
+use Illuminate\Support\Collection;
+
+class CsvService
+{
+    /**
+     * @throws Exception
+     * @return Collection<string, string>
+     */
+    public function read(string $path): Collection
+    {
+        $stream = $this->openFile($path);
+        $rows = [];
+        $rowIdx = -1;
+        $columns = [];
+
+        while (($data = fgetcsv($stream, 1000, ',')) !== false) {
+            $rowIdx++;
+            if ($rowIdx === 0) {
+                $columns = $data;
+                continue;
+            }
+
+            $row = [];
+            foreach ($data as $idx => $value) {
+                $row[$columns[$idx]] = $value;
+            }
+
+            $rows[] = $row;
+        }
+
+        fclose($stream);
+        return collect($rows);
+    }
+
+    /**
+     * @throws Exception
+     * @return resource
+     */
+    private function openFile(string $path)
+    {
+        $stream = fopen($path, 'r');
+        if ($stream === false) {
+            throw new Exception('Unable to open csv file at ' . $path);
+        }
+
+        return $stream;
+    }
+}

src/app/Services/MarketStack/Collections/DividendCollection.php

@@ -0,0 +1,13 @@
+<?php
+
+namespace App\Services\MarketStack\Collections;
+
+use Illuminate\Support\Collection;
+
+class DividendCollection extends Collection
+{
+    public function sumOfLast(int $months): float
+    {
+        return $this->take($months)->sum('dividend');
+    }
+}

src/app/Services/MarketStack/DataTransferObjects/DividendData.php

@@ -0,0 +1,21 @@
+<?php
+
+namespace App\Services\MarketStack\DataTransferObjects;
+
+use Carbon\Carbon;
+
+class DividendData
+{
+    public function __construct(
+        public readonly Carbon $date,
+        public readonly float $dividend,
+    ) {}
+
+    public static function fromArray(array $data): self
+    {
+        return new static(
+            Carbon::parse($data['date']),
+            $data['dividend'],
+        );
+    }
+}

src/app/Services/MarketStack/MarketStackService.php

@@ -0,0 +1,58 @@
+<?php
+
+namespace App\Services\MarketStack;
+
+use App\Services\MarketStack\Collections\DividendCollection;
+use App\Services\MarketStack\DataTransferObjects\DividendData;
+use Illuminate\Http\Client\PendingRequest;
+use Illuminate\Support\Facades\Http;
+
+class MarketStackService
+{
+    public function __construct(
+        private readonly string $uri,
+        private readonly string $accessKey,
+        private readonly int $timeout
+    ) {}
+
+    public function dividends(string $ticker): DividendCollection
+    {
+        $response = $this->buildRequest()
+            ->get($this->uri . 'dividends', $this->buildQuery($ticker))
+            ->throw();
+
+        $items = collect($response->json('data'))
+            ->map(fn (array $item) => DividendData::fromArray($item))
+            ->toArray();
+
+        return new DividendCollection($items);
+    }
+
+    public function price(string $ticker): float
+    {
+        $response = $this->buildRequest()
+            ->get($this->uri . 'eod', [
+                'limit' => 1,
+                ...$this->buildQuery($ticker),
+            ])
+            ->throw()
+            ->json('data');
+
+        return (float) $response[0]['close'];
+    }
+
+    private function buildRequest(): PendingRequest
+    {
+        return Http::withHeaders([
+            'Accept' => 'application/json',
+        ])->timeout($this->timeout);
+    }
+
+    private function buildQuery(string $ticker): array
+    {
+        return [
+            'access_key' => $this->accessKey,
+            'symbols' => $ticker,
+        ];
+    }
+}

src/app/ValueObjects/Date/EndDate.php

@@ -0,0 +1,25 @@
+<?php
+
+namespace App\ValueObjects\Date;
+
+use Carbon\Carbon;
+
+class EndDate
+{
+    public Carbon $date;
+
+    public function __construct(Carbon $date)
+    {
+        $this->date = $date->endOfDay();
+    }
+
+    public static function fromString(string $date): self
+    {
+        return new static(Carbon::parse($date));
+    }
+
+    public function __toString(): string
+    {
+        return $this->date->format('Y-m-d H:i:s');
+    }
+}

src/app/ValueObjects/Date/StartDate.php

@@ -0,0 +1,25 @@
+<?php
+
+namespace App\ValueObjects\Date;
+
+use Carbon\Carbon;
+
+class StartDate
+{
+    public Carbon $date;
+
+    public function __construct(Carbon $date)
+    {
+        $this->date = $date->startOfDay();
+    }
+
+    public static function fromString(string $date): self
+    {
+        return new static(Carbon::parse($date));
+    }
+
+    public function __toString(): string
+    {
+        return $this->date->format('Y-m-d H:i:s');
+    }
+}

src/app/ValueObjects/Numbers/Decimal.php

@@ -0,0 +1,20 @@
+<?php
+
+namespace App\ValueObjects\Numbers;
+
+class Decimal
+{
+    public function __construct(private readonly float $value)
+    {
+    }
+
+    public static function from(float $value): self
+    {
+        return new static($value);
+    }
+
+    public function format(): string
+    {
+        return number_format($this->value, 2);
+    }
+}

src/app/ValueObjects/Numbers/Money.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\ValueObjects\Numbers;
+
+class Money
+{
+    public function __construct(private readonly ?float $value)
+    {
+    }
+
+    public static function from(?float $value): self
+    {
+        return new static($value);
+    }
+
+    public function format(): string
+    {
+        if (!$this->value) {
+            return '$0';
+        }
+
+        return '$' . number_format($this->value, 2);
+    }
+}

src/app/ValueObjects/Numbers/Percent.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\ValueObjects\Numbers;
+
+class Percent
+{
+    public function __construct(private readonly ?float $value)
+    {
+    }
+
+    public static function from(?float $value): self
+    {
+        return new static($value);
+    }
+
+    public function format(string $defaultValue = ''): string
+    {
+        if ($this->value === null) {
+            return $defaultValue;
+        }
+
+        return number_format($this->value * 100, 2) . '%';
+    }
+}

src/app/ViewModels/GetDashboardViewModel.php

@@ -0,0 +1,62 @@
+<?php
+
+namespace App\ViewModels;
+
+use App\DataTransferObjects\Dividend\DividendIncome\DividendIncomeSummary;
+use App\DataTransferObjects\Dividend\DividendIncome\DividendIncomeSummaryItem;
+use App\DataTransferObjects\Dividend\MonthlyDividendData;
+use App\DataTransferObjects\Portfolio\PortfolioData;
+use App\Models\DividendPayout;
+use App\Models\Portfolio;
+use App\Models\User;
+use App\ValueObjects\Numbers\Money;
+use Spatie\LaravelData\DataCollection;
+
+class GetDashboardViewModel extends ViewModel
+{
+    public function __construct(private User $user)
+    {
+    }
+
+    /**
+     * @return DataCollection<MonthlyDividendData>
+     */
+    public function monthlyDividendIncome(): DataCollection
+    {
+        return MonthlyDividendData::collection(DividendPayout::monthly($this->user));
+    }
+
+    /**
+     * @return DataCollection<PortfolioData>
+     */
+    public function portfolios(): DataCollection
+    {
+        return PortfolioData::collection(
+            Portfolio::whereBelongsTo($this->user)
+                ->orderByDesc('invested_capital')
+                ->get()
+        );
+    }
+
+    public function dividendIncomeSummary(): DividendIncomeSummary
+    {
+        return new DividendIncomeSummary(
+            thisWeek: new   DividendIncomeSummaryItem(
+                value: Money::from(DividendPayout::thisWeek($this->user))->format(),
+                label: 'This Week',
+            ),
+            thisMonth: new DividendIncomeSummaryItem(
+                value: Money::from(DividendPayout::thisMonth($this->user))->format(),
+                label: 'This Month',
+            ),
+            thisYear: new DividendIncomeSummaryItem(
+                value: Money::from(DividendPayout::thisYear($this->user))->format(),
+                label: 'This Year',
+            ),
+            allTime: new DividendIncomeSummaryItem(
+                value: Money::from(DividendPayout::allTime($this->user))->format(),
+                label: 'All Time',
+            ),
+        );
+    }
+}

src/app/ViewModels/GetInvestedCapitalViewModel.php

@@ -0,0 +1,23 @@
+<?php
+
+namespace App\ViewModels;
+
+use App\DataTransferObjects\Portfolio\InvestedCapitalData;
+use App\Models\Transaction;
+use App\Models\User;
+use Spatie\LaravelData\DataCollection;
+
+class GetInvestedCapitalViewModel extends ViewModel
+{
+    public function __construct(private User $user)
+    {
+    }
+
+    /**
+     * @return DataCollection<InvestedCapitalData>
+     */
+    public function monthly(): DataCollection
+    {
+        return InvestedCapitalData::collection(Transaction::monthly($this->user));
+    }
+}

src/app/ViewModels/GetPortfolioViewModel.php

@@ -0,0 +1,36 @@
+<?php
+
+namespace App\ViewModels;
+
+use App\DataTransferObjects\Portfolio\HoldingData;
+use App\DataTransferObjects\Portfolio\PortfolioData;
+use App\Models\Holding;
+use App\Models\Portfolio;
+use App\Models\User;
+use Spatie\LaravelData\DataCollection;
+
+class GetPortfolioViewModel extends ViewModel
+{
+    public function __construct(private User $user, private Portfolio $portfolio)
+    {
+    }
+
+    public function portfolio(): PortfolioData
+    {
+        return PortfolioData::from($this->portfolio);
+    }
+
+    /**
+     * @return DataCollection<HoldingData>
+     */
+    public function holdings(): DataCollection
+    {
+        if ($this->portfolio->is_aggregate) {
+            return HoldingData::collection(
+                Holding::whereBelongsTo($this->user)->orderByDesc('invested_capital')->get()
+            );
+        }
+
+        return HoldingData::collection($this->portfolio->holdings()->orderByDesc('invested_capital')->get());
+    }
+}

src/app/ViewModels/ViewModel.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\ViewModels;
+
+use Illuminate\Contracts\Support\Arrayable;
+use Reflection;
+use ReflectionClass;
+use ReflectionMethod;
+use Illuminate\Support\Str;
+
+abstract class ViewModel implements Arrayable
+{
+    public function toArray(): array
+    {
+        return collect((new ReflectionClass($this))->getMethods())
+            ->reject(fn (ReflectionMethod $method) => in_array($method->getName(), ['__construct', 'toArray']))
+            ->filter(fn (ReflectionMethod $method) => in_array('public', Reflection::getModifierNames($method->getModifiers())))
+            ->mapWithKeys(fn (ReflectionMethod $method) => [
+                Str::snake($method->getName()) => $this->{$method->getName()}()
+            ])->toArray();
+    }
+}

src/artisan

@@ -0,0 +1,53 @@
+#!/usr/bin/env php
+<?php
+
+define('LARAVEL_START', microtime(true));
+
+/*
+|--------------------------------------------------------------------------
+| Register The Auto Loader
+|--------------------------------------------------------------------------
+|
+| Composer provides a convenient, automatically generated class loader
+| for our application. We just need to utilize it! We'll require it
+| into the script here so that we do not have to worry about the
+| loading of any of our classes manually. It's great to relax.
+|
+*/
+
+require __DIR__.'/vendor/autoload.php';
+
+$app = require_once __DIR__.'/bootstrap/app.php';
+
+/*
+|--------------------------------------------------------------------------
+| Run The Artisan Application
+|--------------------------------------------------------------------------
+|
+| When we run the console application, the current CLI command will be
+| executed in this console and the response sent back to a terminal
+| or another output device for the developers. Here goes nothing!
+|
+*/
+
+$kernel = $app->make(Illuminate\Contracts\Console\Kernel::class);
+
+$status = $kernel->handle(
+    $input = new Symfony\Component\Console\Input\ArgvInput,
+    new Symfony\Component\Console\Output\ConsoleOutput
+);
+
+/*
+|--------------------------------------------------------------------------
+| Shutdown The Application
+|--------------------------------------------------------------------------
+|
+| Once Artisan has finished running, we will fire off the shutdown events
+| so that any final work may be done by the application before we shut
+| down the process. This is the last thing to happen to the request.
+|
+*/
+
+$kernel->terminate($input, $status);
+
+exit($status);