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A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

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grafioschtrader/grafioschtrader

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Update to Java 21

With GT version 0.31.6 we have switched to Java 21 from Java 17. Please adjust the configuration accordingly. Angular 17 requires Node.js 18.13.0+, whereby some 20.X versions should not be used. In addition to the configuration of Java 21, the existing Maven Installation may also need to be adapted.

Preface

  • Unless otherwise described, GT will only get a new version if the new features require an update of the database. It is the goal that the master branch always contains the most reliable and feature rich source code.
  • For importing transactions we refer to the gt-import-transaction-template and gt-pdf-transform projects.

Grafioschtrader (GT)

  • Multi-tenancy: GT can be run for a group of investors or in single mode.
  • Web application: GT is a web application and provides the clearest results using a desktop web browser.
  • Multiple portfolios with currency accounts: Replicates multiple portfolios with one or more securities accounts and one or more bank cash accounts.
  • Multiple currencies: Trading securities in different currencies
  • Trading from the turn of the millennium: Basic support for historical price data from the year 2000 onwards, noting that obtaining price data from non-traded securities may be a problem.
  • Different financial instruments: Stocks, Bonds, ETF, securities without price data, short ETF, CFD, Forex.
  • Import of transactions: An import of single or multiple PDFs with securities transactions Via CSV file, account transactions can also be loaded.
  • Evaluations by asset classes: Evaluations by common asset classes such as stocks, bonds, real estate, commodities, etc.
  • Correlation matrices: Support for rolling correlations with different time windows.

Test Drive GT

E-Mail Password Language
gt1@grafioschtrader.info gt1 German
gt2@grafioschtrader.info gt2 German
gt3@grafioschtrader.info gt3 German
gt4@grafioschtrader.info gt4 German
gt5@grafioschtrader.info gt5 English
gt6@grafioschtrader.info gt6 English

For questions or suggestions please visit the forum, German and English language are welcome.

Installation and Development

For installing and for supporting the development go to the wiki of GT.

Email account

GT requires access to an Email account for user registration. For encrypting you have to proceed according to the description of chapter application.properties.

Settings for Gmail

The settings for Google's Gmail would be similar to the following. For Gmail, 2-Step verification must be activated. Afterwards a App password can be generated for a specific application. This 16-character password must be used.

spring.mail.host=smtp.gmail.com
spring.mail.port=587
spring.mail.username=grafiosch@gmail.com
spring.mail.password=DEC("Generated 16-character App password")
spring.mail.properties.mail.smtp.auth=true
spring.mail.properties.mail.smtp.starttls.enable=true
spring.mail.properties.mail.smtp.ssl.enable = false

Settings for Outlook

In my case, the following setting works:

spring.mail.host=smtp-mail.outlook.com
spring.mail.port=587
spring.mail.username=hugo.graf@outlook.com
spring.mail.password=DEC(YOUR_MAIL_PASSWORD)
spring.mail.properties.mail.smtp.auth=true
spring.mail.properties.mail.smtp.starttls.enable=true
spring.mail.properties.mail.smtp.ssl.enable = false

Contributing

If you want to contribute to a project and make it better, your help is very welcome. Take a look at projects.