investment-portfolio-simulator/README.md

Investment Portfolio Simulator

A modern web application for simulating and tracking investment portfolios with real-time data. Built with React, TypeScript, and Tailwind CSS.

Why this Project?

• I wanted to see how my portfolio would perform if I had invested in something else, and thus with savings plan(s)
• The main issue with other saving-plan calculators is, that they calculate based on the p.a. performance, i wanted further insights however, and thus this projected was created.
• It allows you to see how single-investments and savings plans would have performed, and how they would have affected your portfolio.
• There are multiple indicators and design choices made:
  • TTWOR (Time Travel Without Risk) calculations
  • Average Portfolio Performance
  • Portfolio Performance & Value
  • All assets (except the TTWOR and Portfolio-Value) are scaled by percentage of their price. Thus their referenced, scale is on the right. The referenced scale on the left is only for the portfolio-value

Features

• 📈 Real-time stock data from Yahoo Finance
• 💰 Track multiple assets and investments
• 📊 Interactive charts with performance visualization
• 🌓 Dark/Light mode support
• 📱 Responsive design
• 📅 Historical data analysis
• 💹 TTWOR (Time Travel Without Risk) calculations
• 🔄 Support for one-time and periodic investments
• 📊 Detailed performance metrics

Tech Stack

• React 18
• TypeScript
• Tailwind CSS
• Vite
• Recharts
• date-fns
• Lucide Icons

Self Hosting

Prerequisites

• Node.js 20 or higher
• npm or yarn

Local Development

1. Clone the repository