fin

Financial porfolio manager.

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Talk

I gave a talk at Rust Belt Rust (2019): https://github.com/toidiu/talk_rust_belt_rust_2019

Website

Vue, Typescript, parceljs

Requirements

• npm 6.14.4
• node 12.16.3

Setup

cd website
npm start

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Postgres Database

Requirements

• https://github.com/diesel-rs/diesel/tree/master/diesel_cli
• local postgres instance (https://postgresapp.com)

Setup

cd service
make run

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Server

Rust

Requirements

• cargo 1.32.0

Setup

cd service
cargo run

(optional) replace information in `fin_config/*.toml` to configure application

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IEX

Switch mode by replacing dependency in file /fin/service/fin/Cargo.toml.

• fake data (default): the iex-rs crate is compiles as source_debug by default which generates deterministic fake prices for stocks. It is a good way to quickly get started and work without an internet connection.

• real data: for real data register for a free account at iex cloud and replace token in fin_config/development.toml.

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Running the Application

http://localhost:1234/
username: apoorv@toidu.com
password: 123456

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Server setup

use infra package and ansible to setup infra. postgres still requires manual setup

DEPRECATED

apt-get update && apt-get upgrade
dpkg-reconfigure tzdata
hostnamectl set-hostname example_hostname


adduser toidiu - toidiur0cks
adduser toidiu sudo
/etc/sudoers file add this line:
  toidiu     ALL=(ALL) NOPASSWD:ALL
su toidiu
mkdir ~/.ssh
local - scp ~/.ssh/id_rsa.pub toidiu@____:~/.ssh/authorized_keys


/etc/ssh/sshd_config
    PermitRootLogin no
    PasswordAuthentication no
echo 'AddressFamily inet' | sudo tee -a /etc/ssh/sshd_config
sudo systemctl restart sshd


sudo apt-get install postgresql postgresql-contrib
sudo passwd postgres
su - postgres
psql -d template1 -c "ALTER USER postgres WITH PASSWORD '____';"

createdb fin-prod

tasks

• remove dash link if not logged-in
• enable ssl! https://github.com/acmesh-official/acme.sh
• clean db, move fake_data migration out of prod path
• better description for value portfolio
• custom name for portfolio actual
• allow editing portfolio %
• allow 'deleting' portfolio
• install psql on infra
• update warp
• goal portfolio
  • create own goal portfolio
  • edit goal portfolio
  • copy goal portfolio