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The Portfolio Management Application is a powerful and centralized system designed to streamline the management of portfolios by different users, providing a comprehensive solution for organizations and individuals looking to optimize their investment strategies.

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Professional Portfolio Manager

Welcome to the front-end documentation for the Developer Portfolio Management system designed for employees of an agency. This front end is a crucial component of the portfolio management system, allowing users to interact with and showcase their professional profiles, skills, projects, and more. This documentation will provide you with an overview of the features and functionality of the front-end application.

Portfolio Manager Screenshot

Key Features

1. Centralized Portfolio Management

  • The application serves as a centralized hub where users can conveniently manage multiple portfolios from a single, user-friendly interface.
  • Whether you're a professional portfolio manager, financial advisor, or an individual investor, you can easily organize, monitor, and analyze your investments.

2. Multi-User Collaboration

  • The system supports multiple users with various access levels, making it ideal for organizations where multiple stakeholders are involved in portfolio management.
  • Collaborate seamlessly with team members, clients, or partners, allowing them to view, edit, or share portfolios based on permissions.

3. Custom Portfolio Creation

  • Users can create customized portfolios tailored to their investment goals, strategies, and risk tolerance.
  • Easily add and categorize assets such as stocks, bonds, mutual funds, real estate, and other investment instruments.

4. Message Tracking

  • Automatically track and archive messages sent through the contact form.
  • Maintain a historical record of communication for reference and compliance.

5. Notifications

  • Receive timely notifications when new messages or inquiries arrive via the contact form.
  • Ensure that important messages are addressed promptly.

6. Mobile Accessibility

  • Access your portfolios on the go with our mobile-friendly version.
  • Monitor investments, make informed decisions, and receive alerts from your smartphone or tablet.

Technologies Used

This project was developed using the following technologies and tools:

  • React: A JavaScript library for building user interfaces.
  • Redux: A state management library for React applications.
  • Node.js: A JavaScript runtime environment for server-side development.
  • Express: A minimal and flexible Node.js web application framework.
  • MongoDB: A NoSQL database for storing application data.
  • Tailwind CSS: A utility-first CSS framework for rapid UI development.
  • Firebase: A cloud-based platform for building web and mobile applications.
  • Essential Tools: Various essential development tools and libraries.

Getting Started

To access the Professional Portfolio Manager frontend, follow these steps:

  1. Clone this repository.
   git clone https://github.com/mkmahmud/dev-port
  1. install node_modules
   cd dev-port
   npm install
  1. Configure User Email
  • Open App.js in your code editor.
  • Locate the user email configuration and update it as needed.
  1. Run backend This is Backend Code
  2. npm start
  3. Navigate to the hosted URL for the front-end application.

Usage

Feel free to fork this repository and use it as a starting point for your own portfolio manager. Customize it to showcase your unique skills and projects.

Compatibility

The front end is designed to work smoothly on modern web browsers and is responsive across various screen sizes, including desktops, tablets, and mobile devices.

License

This project is licensed under the MIT License - see the LICENSE file for details.

Acknowledgments

Contact

If you have any questions or need assistance, please feel free to contact us at [[email protected]]. Happy portfolio management!


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The Portfolio Management Application is a powerful and centralized system designed to streamline the management of portfolios by different users, providing a comprehensive solution for organizations and individuals looking to optimize their investment strategies.

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