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A JavaFX-based Portfolio Management System for tracking mutual fund investments. Features include dynamic fund data fetching, SIP management, cumulative gain calculations, and user-specific portfolio storage. Integrates with MySQL and uses the https://api.mfapi.in/mf/ API for fund data updates.

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Portfolio Management Desktop App

Welcome to the Portfolio Management Desktop App! This project is a group mini project created by Vedant Ghuge, Servesh Khade,Omkar Gotawde, Rakesh Chaudharydeveloped using JavaFX to help users manage mutual fund portfolios efficiently, providing real-time data and easy-to-use portfolio management features.

Features

  • Client-Specific Portfolios: Store and manage investment portfolios for different clients.
  • Mutual Fund Tracking: Fetch real-time data about mutual funds using the MFAPI.
  • User Authentication: Secure login system with individual user data management.
  • Fund Status Alerts: Automatically checks if mutual funds are closed or unavailable for more than 30 days and alerts users.
  • PAN Integration: Provides options for client verification and management using PAN numbers.
  • Real-Time Updates: Ensure data is updated dynamically based on the active user.

Technologies Used

  • JavaFX: For creating the graphical user interface.
  • Java: Core programming language.
  • MFAPI: For retrieving mutual fund information.
  • CSS: Styling the user interface.
  • Git/GitHub: Version control.

Installation

To set up the project locally, follow these steps:

  1. Clone the repository:
    git clone https://github.com/Ved03G/Portfolio_Management_System.git

About

A JavaFX-based Portfolio Management System for tracking mutual fund investments. Features include dynamic fund data fetching, SIP management, cumulative gain calculations, and user-specific portfolio storage. Integrates with MySQL and uses the https://api.mfapi.in/mf/ API for fund data updates.

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  • Java 96.8%
  • CSS 3.2%