Investment Portfolio

Finance · React + Node (Express) · 21 @molecule/* packages

Robinhood-like portfolio dashboard with holdings, performance tracking, news, and watchlist — with built-in Stripe-backed subscription tiers

What is inside

assets — id, symbol, name, asset_class, description, last_price_cents, market_price_cents, fifty_two_week_high_cents, …
bookmarks — id, userId, resourceType, resourceId, folder, createdAt, updatedAt
devices — id, createdAt, updatedAt, userId, name, pushPlatform, pushSubscription, hasPushSubscription
holdings — id, user_id, account_id, symbol, name, asset_class, shares, avg_cost_cents, …
investment_transactions — id, user_id, account, symbol, asset_name, kind, type, shares, …
news_articles — id, title, source, summary, content, url, symbol, related_symbols, …
notifications — id, createdAt, updatedAt
target_allocations — id, user_id, asset_class, target_pct, created_at, updatedAt
watchlist — id, user_id, symbol, name, asset_class, last_price_cents, day_change_pct, alert_direction, …
notification_preferences — id, user_id, price_alerts, rebalance_drift, dividends_paid, tax_docs_ready, created_at, updated_at
user_settings — id, user_id, advisor_email, tax_method, created_at, updated_at

free / pro / team — gated by: maxHoldings, maxNews, maxPerformance, maxTransactions, maxWatchlist, advancedFeatures, canExport, retentionDays

The @molecule/* packages are Apache-2.0. The app you build from this template is yours to export and self-host. Licensing