Akshat111111 · snehas-05 · Oct 18, 2024
diff --git a/portfolio_management/app/app.py b/portfolio_management/app/app.py
@@ -0,0 +1,35 @@
+from flask import Flask, jsonify, render_template, request
+from web3_interface import get_portfolio, add_stock, rebalance_portfolio
+from flask_cors import CORS
+
+app = Flask(__name__)
+CORS(app)
+
+# Route to render the homepage
+@app.route('/')
+def index():
+    return render_template('index.html')
+
+# API endpoint to get a portfolio
+@app.route('/api/portfolio', methods=['GET'])
+def portfolio():
+    user_address = request.args.get('address')
+    portfolio_data = get_portfolio(user_address)
+    return jsonify(portfolio_data)
+
+# API endpoint to add a stock
+@app.route('/api/add_stock', methods=['POST'])
+def add_stock_route():
+    data = request.json
+    add_stock(data['address'], data['symbol'], data['quantity'], data['average_price'])
+    return jsonify({"message": "Stock added successfully"})
+
+# API endpoint to rebalance the portfolio
+@app.route('/api/rebalance', methods=['POST'])
+def rebalance():
+    user_address = request.json.get('address')
+    rebalance_portfolio(user_address)
+    return jsonify({"message": "Portfolio rebalanced successfully"})
+
+if __name__ == '__main__':
+    app.run(debug=True)
diff --git a/portfolio_management/app/static/script.js b/portfolio_management/app/static/script.js
@@ -0,0 +1,44 @@
+async function getPortfolio() {
+    const address = document.getElementById('address').value;
+    const response = await fetch(`/api/portfolio?address=${address}`);
+    const portfolioData = await response.json();
+    document.getElementById('portfolio-data').innerHTML = JSON.stringify(portfolioData);
+}
+
+async function addStock() {
+    const address = document.getElementById('address').value;
+    const symbol = document.getElementById('symbol').value;
+    const quantity = document.getElementById('quantity').value;
+    const averagePrice = document.getElementById('averagePrice').value;
+
+    const response = await fetch('/api/add_stock', {
+        method: 'POST',
+        headers: {
+            'Content-Type': 'application/json',
+        },
+        body: JSON.stringify({
+            address,
+            symbol,
+            quantity,
+            average_price: averagePrice
+        })
+    });
+
+    const result = await response.json();
+    alert(result.message);
+}
+
+async function rebalancePortfolio() {
+    const address = document.getElementById('address').value;
+
+    const response = await fetch('/api/rebalance', {
+        method: 'POST',
+        headers: {
+            'Content-Type': 'application/json',
+        },
+        body: JSON.stringify({ address })
+    });
+
+    const result = await response.json();
+    alert(result.message);
+}
diff --git a/portfolio_management/app/static/style.css b/portfolio_management/app/static/style.css
@@ -0,0 +1,32 @@
+body {
+    font-family: Arial, sans-serif;
+    background-color: #f0f0f0;
+    padding: 20px;
+}
+
+.container {
+    background-color: #fff;
+    padding: 20px;
+    border-radius: 10px;
+    box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
+    max-width: 600px;
+    margin: auto;
+}
+
+input {
+    display: block;
+    width: 100%;
+    margin: 10px 0;
+    padding: 10px;
+    border-radius: 5px;
+    border: 1px solid #ccc;
+}
+
+button {
+    padding: 10px 20px;
+    background-color: #28a745;
+    color: white;
+    border: none;
+    border-radius: 5px;
+    cursor: pointer;
+}
diff --git a/portfolio_management/app/templates/index.html b/portfolio_management/app/templates/index.html
@@ -0,0 +1,39 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <title>NexTrade Portfolio Manager</title>
+    <link rel="stylesheet" href="/static/style.css">
+    <script src="https://cdn.jsdelivr.net/npm/web3@latest/dist/web3.min.js"></script>
+</head>
+<body>
+    <div class="container">
+        <h1>Automated Portfolio Management</h1>
+
+        <!-- Portfolio Section -->
+        <div id="portfolio">
+            <input type="text" id="address" placeholder="Enter your Ethereum address">
+            <button onclick="getPortfolio()">View Portfolio</button>
+            <div id="portfolio-data"></div>
+        </div>
+
+        <!-- Add Stock Section -->
+        <div id="add-stock">
+            <h2>Add Stock to Portfolio</h2>
+            <input type="text" id="symbol" placeholder="Stock Symbol">
+            <input type="number" id="quantity" placeholder="Quantity">
+            <input type="number" id="averagePrice" placeholder="Average Price">
+            <button onclick="addStock()">Add Stock</button>
+        </div>
+
+        <!-- Rebalance Section -->
+        <div id="rebalance">
+            <h2>Rebalance Portfolio</h2>
+            <button onclick="rebalancePortfolio()">Rebalance</button>
+        </div>
+    </div>
+
+    <script src="/static/script.js"></script>
+</body>
+</html>
diff --git a/portfolio_management/app/web3_interface.py b/portfolio_management/app/web3_interface.py
@@ -0,0 +1,34 @@
+from web3 import Web3
+
+# Connect to local Ethereum node or testnet
+w3 = Web3(Web3.HTTPProvider("http://127.0.0.1:8545"))  # Or use Infura for testnets
+
+# ABI for the PortfolioManager contract
+contract_abi = [
+    # Add your contract's ABI here
+]
+
+contract_address = Web3.toChecksumAddress('0xYourContractAddress')
+portfolio_contract = w3.eth.contract(address=contract_address, abi=contract_abi)
+
+def get_portfolio(user_address):
+    user_address = Web3.toChecksumAddress(user_address)
+    return portfolio_contract.functions.getPortfolio(user_address).call()
+
+def add_stock(user_address, symbol, quantity, average_price):
+    user_address = Web3.toChecksumAddress(user_address)
+    tx = portfolio_contract.functions.addStock(symbol, quantity, average_price).buildTransaction({
+        'from': user_address,
+        'nonce': w3.eth.getTransactionCount(user_address)
+    })
+    signed_tx = w3.eth.account.signTransaction(tx, private_key="YourPrivateKey")
+    w3.eth.sendRawTransaction(signed_tx.rawTransaction)
+
+def rebalance_portfolio(user_address):
+    user_address = Web3.toChecksumAddress(user_address)
+    tx = portfolio_contract.functions.rebalancePortfolio().buildTransaction({
+        'from': user_address,
+        'nonce': w3.eth.getTransactionCount(user_address)
+    })
+    signed_tx = w3.eth.account.signTransaction(tx, private_key="YourPrivateKey")
+    w3.eth.sendRawTransaction(signed_tx.rawTransaction)
diff --git a/portfolio_management/contracts/PortfolioManager.sol b/portfolio_management/contracts/PortfolioManager.sol
@@ -0,0 +1,32 @@
+// SPDX-License-Identifier: MIT
+pragma solidity ^0.8.0;
+
+contract PortfolioManager {
+    struct Stock {
+        string symbol;
+        uint256 quantity;
+        uint256 averagePrice;
+    }
+
+    mapping(address => Stock[]) public portfolios;
+
+    // Function to add a stock to the portfolio
+    function addStock(string memory symbol, uint256 quantity, uint256 averagePrice) public {
+        portfolios[msg.sender].push(Stock(symbol, quantity, averagePrice));
+    }
+
+    // Function to get the portfolio for a user
+    function getPortfolio(address user) public view returns (Stock[] memory) {
+        return portfolios[user];
+    }
+
+    // Function to rebalance the portfolio (simple logic for demonstration)
+    function rebalancePortfolio() public {
+        Stock[] storage stocks = portfolios[msg.sender];
+
+        // Example: Rebalance by updating average prices by some logic (customize further)
+        for (uint256 i = 0; i < stocks.length; i++) {
+            stocks[i].averagePrice = (stocks[i].averagePrice * 105) / 100; // Adding 5% to average price
+        }
+    }
+}
diff --git a/portfolio_management/readme.md b/portfolio_management/readme.md
@@ -0,0 +1,13 @@
+The NexTrade Portfolio Management Tool is an automated portfolio management feature integrated into the NexTrade platform. It allows users to:
+Track their portfolio holdings and performance.
+Automatically rebalance their portfolio based on predefined criteria.
+Receive market insights, alerts, and risk assessment.
+Learn about portfolio management strategies through educational resources.
+The tool interacts with the Ethereum blockchain using a Solidity smart contract and the Web3.py library, providing a decentralized and secure solution for managing investments.
+
+Features
+Portfolio Tracking: Users can view their current stock holdings and portfolio performance.
+Automated Rebalancing: Rebalance portfolios based on risk tolerance and target allocations.
+Market Insights & Alerts: Get real-time insights and notifications on market trends.
+Risk Assessment: Analyze portfolio risk and receive suggestions to mitigate risks.
+Educational Resources: Learn how to manage your portfolio and investments effectively.