Quantamental Portfolio Dashboard

A comprehensive portfolio management tool for tracking equities and options, analyzing risk, calculating quantamental factors, and generating Markdown reports.

Features

• Real-time market data tracking
• Options chain analysis
• Portfolio position management
• Risk analytics
• Fundamental data analysis
• Markdown report generation

Prerequisites

• Node.js 18+
• Supabase account
• Polygon.io API key

Setup

1. Clone the repository
2. Copy .env.example to .env and fill in your API keys
3. Install dependencies:

   npm install

4. Set up the Supabase database:
   • Create a new Supabase project
   • Run the migration in supabase/migrations/initial_schema.sql

Development

npm run dev

Building for Production

npm run build

Architecture

Database Schema

The application uses Supabase (PostgreSQL) with the following main tables:

• companies: Basic company information
• positions: Portfolio positions
• option_positions: Options-specific data
• transactions: Position transactions
• market_data: Price and fundamental data
• metrics: Calculated financial metrics
• watchlist: Tracked companies
• reports: Markdown research reports

API Clients

• BaseApiClient: Common API functionality
• MarketDataClient: Polygon.io integration for market data
• FundamentalDataClient: Fundamental data operations

License

MIT