Financial Portfolio Management Application 📈

A Spring Boot-based application designed to manage financial portfolios, clients, and securities efficiently.

📦 Prerequisites

Before you begin, ensure you have met the following requirements:

• Java JDK 11+ ☕
• Maven 📦
• MySQL 🛢️
• Postman (optional, for API testing) 🧪

💻 Technologies Used

• ☕ Java 17
• 🖥️ Spring Boot
• 🗃️ Hibernate
• 🛢️ MySQL
• 📦 Apache Maven
• 📝 Lombok

📊 API Endpoints

Clients 👥

• Get All Clients: Retrieves a list of all clients.
• GET /api/clients: GET http://localhost:9988/api/clients

Get Client by ID:

Retrieves a client by its ID.

• Example: GET http://localhost:9988/api/clients

Create a New Client: Creates a new client.

POST http://localhost:9988/api/clients

• Example JSON:

  {
    "name": "John Doe",
    "email": "john.doe@example.com",
    "phoneNumber": "123-456-7890"
  }

Delete a Client: Deletes a client by its ID.

• DELETE /api/clients/Delete/{id} DELETE http://localhost:9988/api/clients/Delete/2

Financial Advisors 💼

Get All Financial Advisors: Retrieves a list of all financial advisors.

• GET /api/advisors GET http://localhost:9988/api/advisors

Get Financial Advisor by ID: Retrieves a financial advisor by its ID.

• GET /api/advisors/{id} GET http://localhost:9988/api/advisors/2

Create a New Financial Advisor: Creates a new financial advisor.

• POST /api/advisors POST http://localhost:9988/api/advisors

  {
    "name": "Jane Smith",
    "email": "jane.smith@example.com",
    "phoneNumber": "098-765-4321"
  }

Delete a Financial Advisor: Deletes a financial advisor by its ID.

• DELETE /api/advisors/{id} DELETE http://localhost:9988/api/advisors

Portfolios 📂

Get All Portfolios: Retrieves a list of all portfolios.

• Get All Portfolios: GET http://localhost:9988/api/portfolios

Get Portfolio by ID: Retrieves a portfolio by its ID.

• Get Portfolio By ID: GET http://localhost:9988/api/portfolios/{id}

Create a New Portfolio: Creates a new portfolio.

• Create Portfolio: POST http://localhost:9988/api/portfolios

  {
    "client": {
      "id": 1,
      "name": "John Doe",
      "email": "john.doe@example.com",
      "phoneNumber": "123-456-7890"
    },
    "securities": []
  }

Delete a Portfolio: Deletes a portfolio by its ID.

-DELETE Portfolio: DELETE http://localhost:9988/api/portfolios

Securities 💹

Get All Securities: Retrieves a list of all securities.

• GET /api/securities GET http://localhost:9988/api/securities

Get Security by ID: Retrieves a security by its ID.

• GET /api/securities/{id} GET http://localhost:9988/api/securities\{id}

Create a New Security: Creates a new security.

```json
{
  "name": "AAPL",
  "category": "Stock",
  "purchaseDate": "2023-07-01",
  "purchasePrice": 150.00,
  "quantity": 10,
  "portfolio_id": 2
}

Delete a Security: Deletes a security by its ID.

• DELETE /api/securities/{id} DELETE http://localhost:9988/api/securities\{id}

Getting Started 🚀

Clone the repository:

````bash
git clone https://github.com/yourusername/financial-portfolio-management.git

Navigate to the project directory:

````bash
cd financial-portfolio-management

Build the project:

````bash
mvn clean install

Run the application:

````bash
mvn spring-boot:run

Access the API at:

````bash
http://localhost:9988/api

Contributing 🤝

• We welcome contributions! Please read our contributing guidelines for more details.

Contact 📬

• For any questions or suggestions, please feel free to reach out.

• Gmail : syamreddypenumallu@gmail.com

• Happy Coding! 🎉