OnePortfolio

A web application for managing investment portfolios across multiple asset classes with transaction tracking, average cost computation, and realized P&L calculations — no external APIs required.

Table of Contents

• Features
• Tech Stack
• Live Demo
• Quick Start
• Configuration
• Project Structure
• Testing
• Deployment
• Roadmap
• License

✨ Features

Feature	Description
Multi-Asset Support	Track Stocks, ETFs, Commodities, and Crypto
Portfolio Overview	Total portfolio value and realized ROI per category
Fund Management	Deposit/withdraw funds with a full audit trail
Transaction Tracking	Buy/sell operations with automatic average cost computation
Dividend Income	Record dividend payments per category; income is added to realized P&L automatically
Realized P&L	Automatic profit/loss calculations on every sale and dividend received
Email Verification	6-digit OTP sent to email on registration
Password Reset	Secure reset link sent via email (expires in 1 hour)
Multi-User Auth	Separate accounts with full data isolation; first user becomes admin
Account Settings	Profile overview, change password, update email — all in one page
Account Deletion	Self-service deletion with 6-digit OTP confirmation sent to email
Admin Panel	Manage users, send password reset emails, toggle admin privileges
REST API	JSON endpoints for portfolio data integration
Manual Entry	Full control over your data, no third-party price feeds

🛠️ Tech Stack

Layer	Technology
Backend	Python 3.8+ · Flask 3.0.0
Database	SQLite · Flask-SQLAlchemy
Frontend	HTML5 · Bootstrap 5 · JavaScript
Auth	Flask-Login · Werkzeug password hashing
Email	Flask-Mail · Gmail SMTP
Forms	Flask-WTF
Testing	pytest

🌐 Live Demo

👉 https://oneportfolio.pythonanywhere.com/

Demo credentials:

Field	Value
Username	demo
Password	demo1234

🚀 Quick Start

Prerequisites: Python 3.8+

# 1. Clone
git clone https://github.com/nasserx/OnePortfolio.git
cd OnePortfolio

# 2. Virtual environment
python -m venv venv
source venv/bin/activate        # Linux/Mac
.\venv\Scripts\activate         # Windows

# 3. Install dependencies
pip install -r requirements.txt

# 4. Run
python app.py

Open http://localhost:5000 — the first registered account automatically becomes admin.

🔧 Configuration

Set the following environment variables (in .env or your hosting platform's WSGI file):

Variable	Required	Description
SECRET_KEY	✅	Flask session signing key — generate with secrets.token_hex(32)
EMAIL_USER	✅	Gmail address used to send verification and reset emails
EMAIL_PASSWORD	✅	Gmail App Password (requires 2FA enabled on the account)
APP_BASE_URL	✅	Public URL of your app (e.g. https://yourapp.pythonanywhere.com)
DATABASE_URL	—	SQLAlchemy URI — defaults to sqlite:///portfolio.db
SESSION_COOKIE_SECURE	—	Set to 1 when serving over HTTPS

Note: Gmail requires an App Password — your regular password will not work.

📁 Project Structure

OnePortfolio/
├── app.py                  # Development entry point
├── wsgi.py                 # Production WSGI entry point
├── config.py               # Configuration settings
├── requirements.txt        # Python dependencies
├── test_app.py             # Test suite
└── portfolio_app/
    ├── __init__.py         # App factory & DB migrations
    ├── models/             # SQLAlchemy models (User, Fund, Transaction, ...)
    ├── repositories/       # Data access layer
    ├── services/           # Business logic (auth, funds, portfolio, ...)
    ├── calculators/        # P&L and average cost calculators
    ├── forms/              # WTForms form validation
    ├── routes/             # Flask blueprints (auth, admin, dashboard, ...)
    ├── utils/              # Email, token, and formatting helpers
    ├── static/             # CSS and JS assets
    └── templates/          # Jinja2 HTML templates

🖼️ Screenshots

Landing Page

🧪 Testing

pytest -v

CI runs automatically on every push via GitHub Actions across Python 3.8, 3.10, and 3.12.

🚀 Deployment

PythonAnywhere

# 1. Clone your repo
git clone https://github.com/nasserx/OnePortfolio.git

# 2. Create and activate virtualenv
python3 -m venv venv
source venv/bin/activate
pip install -r requirements.txt

In the WSGI file on PythonAnywhere, set environment variables and activate the virtualenv:

activate_this = '/home/YOUR_USERNAME/.virtualenvs/myenv/bin/activate_this.py'
with open(activate_this) as f:
    exec(f.read(), {'__file__': activate_this})

import os
os.environ['SECRET_KEY']            = 'your-secret-key'
os.environ['EMAIL_USER']            = 'your-gmail@gmail.com'
os.environ['EMAIL_PASSWORD']        = 'your-app-password'
os.environ['APP_BASE_URL']          = 'https://yourapp.pythonanywhere.com'
os.environ['SESSION_COOKIE_SECURE'] = '1'

from portfolio_app import create_app
application = create_app()

Then click Reload in the Web tab.

Note: PythonAnywhere free accounts only allow outbound connections to whitelisted hosts. Use Gmail SMTP (smtp.gmail.com:587) which is supported.

🎯 Roadmap

• Live market price integration
• Multi-user authentication with email verification
• Password reset via email
• Dividend income tracking
• Account settings page with self-service deletion
• Advanced charts and analytics
• Docker deployment support

📝 License

MIT — see LICENSE for details.

nasserx · @nasserx

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⚠️ Disclaimer: This project is for educational and organizational purposes only. It does not provide financial advice.