A modern, responsive web application for tracking investment holdings with real-time portfolio management using Blazor Server and Bootstrap 5.

• ✅ Dashboard - Portfolio overview with summary statistics, top holdings, and performance metrics
• ✅ Holdings Management - View, add, edit, and delete investment holdings
• ✅ Price Updates - Individual or batch price updates with real-time calculations
• ✅ Portfolio Analytics - Automatic gain/loss calculations, best/worst performers
• ✅ Filtering & Sorting - Filter holdings by symbol/name and asset type, sortable tables
• ✅ Responsive Design - Mobile-friendly Bootstrap 5 interface

• ✅ Real-time UI updates with Blazor Server and SignalR
• ✅ SQL Server database with stored procedures for optimal performance
• ✅ Entity Framework Core 9.0 with migrations
• ✅ Repository pattern for data access
• ✅ Service layer for business logic
• ✅ Client-side validation with data annotations
• ✅ Loading indicators and error handling
• ✅ Bootstrap 5 responsive design

• .NET 8 SDK or later
• SQL Server database (AWS RDS instance configured)
• Internet connection for database access
• Modern web browser (Chrome, Firefox, Edge, Safari)

The application connects to the same AWS RDS SQL Server instance as the console application. The connection string is configured in appsettings.json:

{
  "ConnectionStrings": {
    "DefaultConnection": "Server=[your-rds-endpoint];Database=investment-tracker;User Id=admin;Password=***;TrustServerCertificate=True;Encrypt=True;"
  }
}

Security Note: In production, use environment variables or Azure Key Vault for sensitive connection strings.

cd InvestmentPortfolioTracker.Web

dotnet restore

Edit appsettings.json and update the connection string with your database credentials.

dotnet build

dotnet run

The application will:

• Automatically apply database migrations
• Start the web server (typically on https://localhost:5001)
• Open your default browser to the application

Navigate to: https://localhost:5001 (or the port shown in the terminal)

InvestmentPortfolioTracker.Web/
├── Program.cs                      # Application entry point with DI configuration
├── appsettings.json               # Configuration file
├── Models/
│   └── Holding.cs                 # Entity model with calculated properties
├── Data/
│   ├── PortfolioDbContext.cs      # EF Core database context
│   ├── PortfolioDbContextFactory.cs  # Design-time factory
│   └── Migrations/                # Database migrations
├── Repositories/
│   ├── IHoldingRepository.cs      # Repository interface
│   └── HoldingRepository.cs       # Repository with stored procedures
├── Services/
│   └── PortfolioService.cs        # Business logic and calculations
├── Pages/
│   ├── Index.razor                # Dashboard page
│   ├── Holdings.razor             # Holdings list with table
│   ├── AddHolding.razor           # Add new holding form
│   ├── EditHolding.razor          # Edit holding form
│   └── UpdatePrices.razor         # Price update interface
├── Shared/
│   ├── MainLayout.razor           # Main application layout
│   └── NavMenu.razor              # Navigation menu
└── wwwroot/
    └── css/
        └── site.css               # Custom styles

• View portfolio summary with total value, invested amount, and gain/loss
• See top 5 holdings by current value
• Identify best and worst performing investments
• Real-time performance metrics

• View All Holdings: See complete list with filtering and sorting
• Add New Holding: Form with validation for adding investments
• Edit Holding: Update holding details and prices
• Delete Holding: Remove holdings with confirmation dialog

• Individual Updates: Update prices one holding at a time
• Batch Updates: Update multiple holdings simultaneously
• Automatic last update timestamp tracking

• Filter by symbol or asset name (real-time search)
• Filter by asset type (Stock, ETF, Crypto, Bond)
• Sort by Symbol or Name (ascending/descending)

• Cost Basis = Quantity × Purchase Price
• Current Value = Quantity × Current Price
• Gain/Loss = Current Value - Cost Basis
• Gain/Loss % = (Gain/Loss / Cost Basis) × 100

• .NET 8.0 - Latest framework
• Blazor Server - Server-side rendering with SignalR
• C# 12 - Modern language features
• Entity Framework Core 9.0 - ORM with stored procedures
• SQL Server - Database (AWS RDS)
• Bootstrap 5 - Responsive UI framework
• Open Iconic - Icon library

<PackageReference Include="Microsoft.EntityFrameworkCore.Design" Version="9.0.0" />
<PackageReference Include="Microsoft.EntityFrameworkCore.SqlServer" Version="9.0.0" />

The application uses stored procedures for all database operations:

dotnet run

The application runs with hot reload enabled - changes to .razor files are automatically reflected.

dotnet build -c Release
dotnet publish -c Release -o ./publish

dotnet ef migrations add MigrationName

dotnet ef database update

dotnet ef migrations remove

• ConnectionStrings: Database connection configuration
• Logging: Log level configuration
• AllowedHosts: CORS configuration

Create appsettings.Development.json or appsettings.Production.json for environment-specific configurations.

1. Verify AWS RDS instance is running
2. Check security group allows your IP
3. Verify credentials in appsettings.json
4. Ensure SQL Server port (1433) is accessible

dotnet clean
dotnet restore
dotnet build

Change the port in Properties/launchSettings.json or use:

dotnet run --urls "https://localhost:5002"

Migrations are automatically applied at startup. If issues occur:

dotnet ef database update --connection "your-connection-string"

⚠️ Current Implementation (Development):

• Connection string in appsettings.json
• No user authentication
• No data encryption

🔒 Production Recommendations:

• Use environment variables or Azure Key Vault for secrets
• Implement user authentication (ASP.NET Core Identity)
• Enable HTTPS only
• Add authorization policies
• Implement rate limiting
• Enable SQL Server auditing
• Use connection pooling
• Add input sanitization

• Stored Procedures: Compiled execution plans for faster queries
• Async/Await: Non-blocking database operations
• SignalR: Real-time updates without polling
• Scoped Services: Proper dependency injection lifecycle
• Response Caching: Cache static content
• Lazy Loading: Load data only when needed

• ✅ Chrome 90+
• ✅ Firefox 88+
• ✅ Edge 90+
• ✅ Safari 14+
• ✅ Mobile browsers (iOS Safari, Chrome Mobile)

• 📊 Charts and graphs (Chart.js integration)
• 📈 Historical price tracking
• 💹 Transaction history
• 🔐 User authentication
• 📱 PWA support
• 📧 Email notifications
• 📤 Export to Excel/CSV
• 🌐 API integration for live prices
• 🔄 Multiple portfolio support

This is a portfolio project for educational purposes.

This is a personal project, but suggestions and feedback are welcome!

For issues or questions, please refer to the main project documentation or create an issue in the repository.

Built with ❤️ using Blazor Server and .NET 8