Executive Summary
Fin-Track is a modern, cloud-native wealth management and personal finance analytics platform designed to aggregate, analyze, and track multi-asset portfolios including Equities, Mutual Funds, Fixed Deposits, and National Pension Scheme (NPS).
Built as an open-source reference architecture demonstrating modern Java microservice patterns, containerized deployments, and decoupled frontend architecture.
Architecture & Core Modules
1. Decoupled Microservices
- Auth & Identity Service: Stateless authentication with JWT tokens, role-based access control (RBAC), and refresh token rotations.
- Portfolio Analytics Service: Real-time valuation calculations, CAGR computation, asset allocation breakdown, and historical performance tracking.
- Market Data Service: Asynchronous integration with financial data feeds and automated NAV updates.
- Notification & Reporting Service: Automated email alerts, portfolio summary generation, and PDF statement exports.
2. Full-Stack Delivery
- Frontend: Modern, responsive single-page application built with React, TypeScript, and Tailwind CSS.
- API Gateway & Containerization: Unified routing with rate-limiting, CORS handling, and full Docker compose orchestration for local and cloud environments.
Technical Stack
- Backend: Java 17, Spring Boot 3, Spring Security, Spring Data JPA
- Frontend: React, TypeScript, Tailwind CSS
- Database & Cache: PostgreSQL, Redis
- DevOps: Docker, GitHub Actions CI/CD