portfolio-tracker/src/README.md

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