InvestIQ

InvestIQ is an investment portfolio management platform that helps investors and advisors track multi-asset portfolios, understand performance and risk. This repository contains the application backend (Kotlin/Spring Boot), the frontend (Angular/TypeScript) and the infrastructure artifacts used to run the system locally or in production. This README is the first place a user or contributor sees - it explains what the product does, what users will see in the UI, and how the pieces fit together so interested people continue to the module READMEs.

About

• For busy investors and small advisory teams who need clear, data-driven portfolio oversight, InvestIQ aggregates positions and transactions across accounts, computes portfolio-level analytics (returns, allocation, risk), visualizes them with interactive charts.

Tech stack

• Backend: Kotlin, Spring Boot, Spring Data JPA, Spring Scheduler, Flyway, Gradle
• Frontend: TypeScript, Angular, tailwind, ngx-echarts, npm
• Infrastructure: Docker, docker-compose
• API contract: OpenAPI

Who this is for

• Individual investors who want better visibility into their allocations and performance.
• Developers and data engineers who want to extend analytics, add new data sources, or add integrations with broker/exchange APIs.

What InvestIQ does (concise feature list)

• Ingests and normalizes market price/time-series and transaction data.
• Tracks portfolios, accounts, holdings and transactions across assets.
• Computes performance, cumulative returns, drawdown, volatility and allocation breakdowns.
• Displays interactive, exportable charts and tables in the frontend (ECharts via ngx-echarts).
• Runs scheduled ingestion and recomputation jobs.

First impression - what users will see in the UI (so it hooks them)

• A modern dashboard with:
  • Portfolio summary: total current market value, change for different ranges
  • Allocation visualization: donut/pie showing asset-class and currency allocation
  • Performance chart: interactive time-series with overlays, zoom and tooltips
  • Holdings table: sortable list with market value, unrealized P/L, allocation %
  • Per-asset detail panel: price history, transactions, position analytics
• The UI is built using Angular and Tailwind to keep a professional look.

How the pieces fit together (simple architecture)

• Frontend (Angular SPA)
  • UI, charts, API client generated from OpenAPI
• Backend (Kotlin, Spring Boot)
  • app-rest: REST API & OpenAPI spec
  • scheduler: periodic ingestion and recalculation jobs
  • app-cli: batch / import
  • agent: lightweight standalone AI agent/service that performs specialized tasks and can run independently or in container
  • common / service: shared domain logic and analytics
• Data
  • PostgreSQL for normalized time-series, transactions and derived analytics
  • PL/pgSQL routines live in backend/data and top-level data/ for analytics performance
• Infrastructure
  • docker-compose

Quick demo flow (what you can do in 10 minutes)

1. Start a local Postgres (or use docker-compose).
2. Apply schema scripts found in backend/data (see backend README).
3. Start backend: ./gradlew :app-rest:bootRun (from backend/) - backend exposes API + OpenAPI. app-rest will apply migrations automatically on startup.
4. Generate frontend client: cd frontend && npm run generate:api
5. Start frontend: npm start and open http://localhost:4200
6. Import a sample transactions CSV (or use seed data), open Dashboard.

Repository layout (helpful pointers)

• backend/
  • agent/ - lightweight AI agent service — standalone Spring Boot module; see backend/agent/README.md
  • app-rest/ - HTTP API (controllers, OpenAPI)
  • app-cli/ - CLI utilities (import CSV data)
  • scheduler/ - scheduled ingestion & recompute jobs
  • common/, service/ - domain logic
  • data/ - SQL, PL/pgSQL scripts and sample data
  • build.gradle.kts, gradlew - Gradle wrapper present under backend/
• frontend/
  • Angular 21 app
  • package.json includes: "generate:api" script that uses openapi-generator-cli and ngx-echarts and Angular Material
  • key files: frontend/src/dashboard, frontend/src/custom-theme.scss, frontend/openapi.json (if present)
• infrastructure/
  • docker-compose.yml, k8s manifests or CI helpers (inspect directory to see which apply)
• data/ - additional SQL / sample files used across modules

Getting started (developer quick commands)

• Backend

cd backend
./gradlew :app-rest:bootRun

• Frontend

cd frontend
npm ci
npm start

Outputs & reports

• Backend artifacts (jars): each module produces build artifacts under backend/<module>/build/libs/ and there is an aggregated backend/build/libs/ for multi-module artifacts.
• Test reports and coverage: unit test reports and jacoco coverage are generated at backend/<module>/build/reports/tests/ and backend/<module>/build/reports/jacoco/ respectively. A quick way to generate reports for all backend modules:

cd backend
./gradlew test jacocoTestReport

• Frontend production build: frontend/dist/ (used by infrastructure Docker image / nginx)

Important repo-specific notes

• OpenAPI-driven workflow: update backend controllers/DTOs → ensure OpenAPI spec is published by app-rest → run frontend/npm run generate:api to regenerate typed client.
• SQL and PL/pgSQL scripts are tracked under backend/data and top-level data/ - treat these scripts as versioned artifacts and apply them via a migration process in staging/production.
• Gradle wrapper is available in backend/ so use ./gradlew for consistent builds.

Contributing & code quality

• Branch: feature/ or fix/
• PRs: explain the feature, list breaking changes, include screenshots for UI changes
• Tests: run backend unit tests with ./gradlew test and frontend tests with npm test
• Linters: use ktlint / detekt for backend and ESLint / Prettier for frontend (Prettier config in package.json)

Links (quick)

• backend README: ./backend/README.md
• frontend README: ./frontend/README.md
• infrastructure README: ./infrastructure/README.md
• Repo: https://github.com/nenadjakic/investiq

License

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