Web Wallet: A Go-Based Portfolio Tracker

This project is a modern web application designed for tracking and visualizing personal investment portfolios. Built with a focus on simplicity and performance, it leverages a server-side rendering approach to deliver a seamless user experience.

---

Features

• Portfolio Management: Add, track, and manage various investment assets (stocks, crypto, etc.).
• Dynamic Visualizations: View your portfolio composition and asset distribution with interactive charts. The application uses server-side rendering to generate charts, eliminating the need for complex client-side JavaScript.
• Theme Switching: Instantly switch between light and dark themes with persistent user settings, powered by Go's context.Context and HTTP cookies to prevent screen flicker.
• HTMX Integration: Enjoy a dynamic single-page application feel without writing extensive JavaScript. HTMX handles all data filtering and content updates.
• Robust Backend: A clean and scalable backend architecture built in Go.

---

Technologies Used

• Go: The core backend language.
• templ: A powerful HTML templating engine that allows for server-side component-based rendering.
• go-echarts: A Go library for generating highly customizable and interactive charts.
• htmx: A library that allows for dynamic HTML interactions using simple attributes, minimizing JavaScript complexity.
• net/http: Go's standard library for building web servers.

---

Installation and Setup

To get the application up and running on your local machine, follow these steps.

Prerequisites

• Go: You need to have Go installed (version 1.18 or higher is recommended).
• templ: The templ CLI is required for compiling templates. You can install it with go install github.com/a-h/templ/cmd/templ@latest.
• Docker: Make sure you have Docker installed and running on your system. You can download it from the official Docker website.

Running a MongoDB instance inside a Docker container is a standard and efficient way to manage your database for development. It isolates the database environment and makes it easy to set up and tear down.

---

Steps

1. Clone the repository:

   git clone https://github.com/your-username/your-repo-name.git
   cd your-repo-name

2. Install Go dependencies:

   go mod tidy

3. Generate Go template files: The templ files need to be compiled into Go code.

   templ generate

---

Database Setup

This project uses MongoDB as its database. For local development, the recommended way to run the database is by using Docker. This ensures a consistent environment without needing to install MongoDB directly on your host machine.

Running MongoDB with Docker

1. Start the MongoDB container: Open your terminal and run the following command. This command pulls the official MongoDB image and starts a new container. It maps the container's default port (27017) to the same port on your local machine, allowing your Go application to connect to it. Run where docker compose file is placed:

   docker compose up -d

You may need to run is with sudo

2. Verify the container is running: You can check the status and id of your container with the docker ps command.

   docker ps

3. Connect your application: Your Go application can now connect to the MongoDB instance using the host localhost and port 27017.

Stopping the MongoDB container

When you're finished with your development session, you can stop and remove the container to free up resources.

1. Stop the container:

   docker stop my-mongo-db-id

2. Remove the container:

   docker rm my-mongo-db-id

After setting up the database you can finally run the application

4. Run the application:

   go run ./cmd/web/main.go

   or using the Make file

   make run

The application will be accessible at http://localhost:8080.

---

Usage 🗺️

Once the application is running, you can:

• Navigate to the home page to see your portfolio overview.
• Use the visualization page to explore different chart types and data filters.
• Click the theme toggle button to switch between light and dark modes.

---

Contributing

Contributions are welcome! If you find a bug or have an idea for a new feature, please open an issue or submit a pull request.

---

License

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