Portfolio

A portfolio management dashboard that integrates banks, brokers, CEXes, and chains into a unified platform.

Features

• Portfolio Tracking

  • LIVE NOW: Chain Integrations (Solana, Aptos, Sui)
  • LIVE NOW: CEX Integrations (Kraken, Gemini)
  • COMING SOON: Broker and Bank Integrations (via Plaid)

• Portfolio Management

  • LIVE NOW: Balance tracking across all assets
  • COMING SOON: Aggregated Transaction history
  • COMING SOON: Tax documentation automation
  • COMING SOON: Transfers, Deposits, Withdrawals, Swaps, etc.

• Real-Time Data

  • LIVE NOW: Live Market Data Integration (via Finnhub & CMC)
  • LIVE NOW: Interactive Charts & Graphs
  • COMING SOON: Price Alerts & Notifications

Getting Started

Prerequisites

• Node.js (v18 or higher)
• npm (comes with Node.js)
• API keys and wallets configured in .env.local

Installation

1. Clone the repository:

git clone https://github.com/zacharyr0th/portfolio.git
cd portfolio

2. Install dependencies:

npm install

3. Copy the environment variables file:

cp .env.example .env.local

4. Configure your environment variables in .env.local

5. Start the development server:

npm run dev

.env.local Configuration

The following API keys and configurations are required:

Blockchains

• Solana RPC URL - recommended: https://mainnet.helius-rpc.com/?api-key=YOUR_API_KEY
• Aptos RPC URL - recommended: https://fullnode.mainnet.aptoslabs.com/
• Sui RPC URL - recommended: https://fullnode.mainnet.sui.io/443

Market Data APIs

• Finnhub API Key (Stock Market Data) https://finnhub.io/docs/api/introduction
• CMC API Key (Cryptocurrency Data) https://coinmarketcap.com/api/

CEXes

• Kraken API Credentials https://docs.kraken.com/api/docs/rest-api/add-order
• Gemini API Credentials https://docs.gemini.com/rest-api/

Wallets

• SOLANA_WALLET_x=public-key
• APTOS_WALLET_x=public-key
• SUI_WALLET_x=public-key

Each wallet added with the above format will be automatically detected and added to the portfolio.

See .env.example for all required environment variables.

Development

• npm run dev - Start development server
• npm run build - Build production bundle
• npm run reset - Clean install (removes node_modules, clears cache, and reinstalls)

See package.json for all available scripts.

Integration Guidelines

Portfolio is designed to be extensible, with the ability to add as many blockchains and CEXes as possible.

Quick Links

• Blockchain Integration Guide
• CEX Integration Guide

Blockchain Examples:

• Solana Integration - Complete implementation with SPL token support
• Aptos Integration - Move-based chain example
• Sui Integration - Alternative Move-based implementation

Exchange Examples:

• Kraken Integration - Full-featured exchange implementation
• Gemini Integration - Alternative implementation style

Contributing

Please read Contributing Guidelines for detailed information about our development process, branch structure, and code submission guidelines.

Quick start:

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

When adding a new integration:

1. Follow the appropriate guide (Chains or CEX)
2. Use existing implementations as references
3. Ensure all checklist items are completed

Portfolio Management Tool

A cross-platform portfolio management tool that integrates with various wallets, exchanges, and financial services.

Features

• Multi-chain wallet support (Ethereum, Polygon, Arbitrum, Optimism, Base, Solana, Aptos, Sui)
• Centralized exchange integration (Gemini, etc.)
• Real-time balance tracking
• Portfolio analytics and visualization
• Secure API integration

Setup

1. Clone the repository
2. Install dependencies:

npm install

3. Copy .env.example to .env.local and configure your environment variables:

cp .env.example .env.local

Gemini Integration

To enable Gemini exchange integration:

1. Create an API key on Gemini:

   • Log in to your Gemini account
   • Go to Account Settings > API
   • Create a new API key with "Fund Management" permissions
   • Copy the API key and secret

2. Add your Gemini credentials to .env.local:

GEMINI_API_KEY=your_gemini_api_key
GEMINI_API_SECRET=your_gemini_api_secret

The integration will automatically fetch your Gemini account balances and update them in real-time.

Development

Run the development server:

npm run dev

Open http://localhost:3000 to view the application.

Security

• API keys are stored securely in environment variables
• All API requests are made server-side to protect credentials
• Rate limiting and error handling are implemented for all API calls
• Sensitive data is never exposed to the client

License

MIT