portfolio-analytics

Crypto Portfolio Tracker

Deployed: https://main--portfolio-metrics.netlify.app/

A full-stack application for tracking cryptocurrency portfolios with real-time price updates and analytics.

Features

• Real-time cryptocurrency price tracking
• Portfolio management with categories
• Analytics dashboard with performance metrics
• Snowflake integration for data warehousing
• Price alerts for significant market movements

Tech Stack

• Frontend: React + Vite
• UI: Chakra UI
• Backend: Node.js + Express
• Database: Snowflake
• APIs: CoinGecko
• Analytics: Custom Snowflake views

Setup

1. Clone the repository:

git clone <repository-url>
cd crypto-tracker

2. Install dependencies:

npm install
python -m venv venv
source venv/bin/activate  # On Windows: .\venv\Scripts\activate
pip install -r requirements.txt

3. Set up environment variables: Create a .env file in the root directory with:

# CoinGecko API Configuration
COINGECKO_API_KEY=your_api_key
COINGECKO_API_URL=https://api.coingecko.com/api/v3

# Server Configuration
PORT=3001

# Snowflake Configuration
SNOWFLAKE_USERNAME=your_username
SNOWFLAKE_PASSWORD=your_password
SNOWFLAKE_ACCOUNT=your_account
SNOWFLAKE_REGION=your_region
SNOWFLAKE_WAREHOUSE=your_warehouse
SNOWFLAKE_DATABASE=your_database
SNOWFLAKE_SCHEMA=your_schema

# Python Configuration
PYTHON_PATH=./venv/bin/python
PYTHONPATH=./venv/lib/python3.x/site-packages

4. Initialize Snowflake:

npm run setup-snowflake
npm run setup-analytics

5. Start the development server:

npm run dev
npm run server

Scripts

• npm run dev: Start Vite development server
• npm run build: Build for production
• npm run server: Start Express server
• npm run setup-python: Set up Python environment
• npm run setup-snowflake: Initialize Snowflake tables
• npm run setup-analytics: Set up Snowflake analytics views
• npm run test-snowflake: Test Snowflake connection
• npm run test-sync: Test data synchronization

Project Structure

crypto-tracker/
├── src/                    # Frontend React code
│   ├── components/         # React components
│   ├── context/           # React context providers
│   ├── services/          # API services
│   └── utils/             # Utility functions
├── scripts/               # Python scripts for Snowflake
│   ├── setup_snowflake.py       # Database setup
│   ├── setup_analytics.py       # Analytics views
│   ├── test_snowflake.py       # Connection testing
│   └── snowflake_sync.py       # Data sync logic
├── server.js              # Express backend server
└── vite.config.js         # Vite configuration

Snowflake Setup

The application uses several Snowflake tables and views:

• HOLDINGS: Stores portfolio holdings
• PRICES: Stores historical price data
• PORTFOLIO_PERFORMANCE: Analytics view for category performance
• PRICE_ALERTS: View for price movement alerts
• DAILY_PRICE_ANALYSIS: View for daily price metrics

Contributing

1. Fork the repository
2. Create your feature branch (git checkout -b feature/AmazingFeature)
3. Commit your changes (git commit -m 'Add some AmazingFeature')
4. Push to the branch (git push origin feature/AmazingFeature)
5. Open a Pull Request

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

• CoinGecko API for cryptocurrency data
• Snowflake for data warehousing
• Chakra UI for the user interface