Serverless Portfolio Tracker

This serverless application let's you keep track of your investment portfolios.

CRUD services

There are 2 types of resources Holdings and Allocations. Holdings are the financial assets that make part of your portfolio. Allocations are the target rules for each category of your portfolio Holdings

For example:

Holding

{
    "ticker": "IWDA",
    "exchange": "LON",
    "category": "us_stocks",
    "account": "trading_212",
    "shares": "24.201242",
    "expense_ratio": "0.14"
}

Allocation

{
    "category": "us_stocks",
    "target": "0.5"
}