ptraker-api

Express/Node.js backend for portfolioTraker — personal investment portfolio tracker.

Tech Stack

Layer	Technology
Runtime	Node.js 23
Framework	Express 4
Database	PostgreSQL via self-hosted Supabase
Auth	Supabase Auth (JWT)
Price data	yahoo-finance2 v3
Scheduler	node-cron
Email	nodemailer
Logging	Winston

Quick Start

git clone https://github.com/dschoepel/ptraker-api
cd ptraker-api
npm install
cp .env.example .env   # fill in values
npm run dev            # port 5000

Features

• JWT auth via Supabase, role-based access (admin/user/viewer)
• Portfolio sharing between users
• Generic OFX/QFX importer — investment positions + bank balances, any institution
• LPL Financial CSV multi-account importer
• CFCU transaction CSV importer
• Manual position entry (cash balance or fund/stock by market value)
• Scheduled daily price refresh (Yahoo Finance, weekdays 4pm CT)
• User invite and password reset via generateLink + nodemailer
• Admin notifications via Ntfy push and email
• Data export endpoint

Import Formats

Importer	Institution	Format	Notes
lpl_csv	LPL Financial	CSV	All accounts in one file
ofx_qfx	Any	OFX/QFX	Investment positions + bank balances
cfcu_csv	Community First CU	CSV	Legacy — use OFX instead
manual	Any	UI form	Cash balance or market value entry

Related

• ptraker-client — React frontend
• ARCHITECTURE.md — full system design and developer guide