Initial Commit

.gitignore

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+# Python bytecode and cache
+__pycache__/
+*.py[cod]
+*$py.class
+
+# Local environment files
+.env
+.venv/
+env/
+venv/
+ENV/
+
+# Database
+db.sqlite3
+*.sqlite3
+
+# Static and Media files
+static/
+media/
+staticfiles/
+
+# Logs
+*.log
+
+# OS-specific files
+.DS_Store
+Thumbs.db
+
+# IDEs (optional but recommended)
+.vscode/
+.idea/
+*.swp
+

manage.py

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+#!/usr/bin/env python
+"""Django's command-line utility for administrative tasks."""
+import os
+import sys
+
+
+def main():
+    """Run administrative tasks."""
+    os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings")
+    try:
+        from django.core.management import execute_from_command_line
+    except ImportError as exc:
+        raise ImportError(
+            "Couldn't import Django. Are you sure it's installed and "
+            "available on your PYTHONPATH environment variable? Did you "
+            "forget to activate a virtual environment?"
+        ) from exc
+    execute_from_command_line(sys.argv)
+
+
+if __name__ == "__main__":
+    main()

overview/admin.py

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+from django.contrib import admin
+
+from .models import Account, AccountHolding, Asset
+
+# Register your models here.
+admin.site.register(Account)
+admin.site.register(AccountHolding)
+admin.site.register(Asset)

overview/apps.py

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+from django.apps import AppConfig
+
+
+class OverviewConfig(AppConfig):
+    default_auto_field = "django.db.models.BigAutoField"
+    name = "overview"

overview/migrations/0001_initial.py

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+# Generated by Django 5.1.13 on 2025-10-31 20:51
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    initial = True
+
+    dependencies = []
+
+    operations = [
+        migrations.CreateModel(
+            name="Account",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("balance", models.IntegerField()),
+            ],
+        ),
+        migrations.CreateModel(
+            name="Asset",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("ticker", models.CharField(max_length=20)),
+            ],
+        ),
+        migrations.CreateModel(
+            name="AssetHolding",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("ticker", models.CharField(max_length=20)),
+            ],
+        ),
+    ]

overview/migrations/0002_account_name_account_number_assetholding_ammount_and_more.py

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+# Generated by Django 5.1.13 on 2025-10-31 21:21
+
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("overview", "0001_initial"),
+    ]
+
+    operations = [
+        migrations.AddField(
+            model_name="account",
+            name="name",
+            field=models.TextField(default="Account", max_length=1024),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name="account",
+            name="number",
+            field=models.TextField(default="0000", max_length=1024),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name="assetholding",
+            name="ammount",
+            field=models.IntegerField(default=0),
+            preserve_default=False,
+        ),
+        migrations.AlterField(
+            model_name="asset",
+            name="ticker",
+            field=models.TextField(max_length=20),
+        ),
+        migrations.AlterField(
+            model_name="assetholding",
+            name="ticker",
+            field=models.TextField(max_length=20),
+        ),
+    ]

overview/migrations/0003_accountholding_delete_assetholding_asset_price_and_more.py

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+# Generated by Django 5.1.13 on 2025-11-03 01:40
+
+import django.db.models.deletion
+from django.db import migrations, models
+
+
+class Migration(migrations.Migration):
+
+    dependencies = [
+        ("overview", "0002_account_name_account_number_assetholding_ammount_and_more"),
+    ]
+
+    operations = [
+        migrations.CreateModel(
+            name="AccountHolding",
+            fields=[
+                (
+                    "id",
+                    models.BigAutoField(
+                        auto_created=True,
+                        primary_key=True,
+                        serialize=False,
+                        verbose_name="ID",
+                    ),
+                ),
+                ("ticker", models.TextField(max_length=20)),
+                ("ammount", models.FloatField()),
+                ("cost_basis", models.FloatField()),
+                ("purchase_date", models.DateTimeField()),
+                (
+                    "account",
+                    models.ForeignKey(
+                        on_delete=django.db.models.deletion.CASCADE,
+                        to="overview.account",
+                    ),
+                ),
+            ],
+        ),
+        migrations.DeleteModel(
+            name="AssetHolding",
+        ),
+        migrations.AddField(
+            model_name="asset",
+            name="price",
+            field=models.FloatField(default=0),
+            preserve_default=False,
+        ),
+        migrations.AddField(
+            model_name="accountholding",
+            name="asset",
+            field=models.ForeignKey(
+                on_delete=django.db.models.deletion.CASCADE, to="overview.asset"
+            ),
+        ),
+    ]

overview/models.py

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+from django.db import models
+
+# Create your models here.
+class Account(models.Model):
+    name = models.TextField(max_length=1024)
+    number = models.TextField(max_length=1024)
+    balance = models.IntegerField()
+
+class Asset(models.Model):
+    ticker = models.TextField(max_length=20)
+    price = models.FloatField()
+
+class AccountHolding(models.Model):
+    account = models.ForeignKey(Account, on_delete=models.CASCADE)
+    asset = models.ForeignKey(Asset, on_delete=models.CASCADE)
+    ticker = models.TextField(max_length=20)
+    ammount = models.FloatField()
+    cost_basis = models.FloatField()
+    purchase_date = models.DateTimeField()
+
+    def holding_value(self):
+        return self.ammount * self.asset.price
+    
+    def holding_principle(self):
+        return self.ammount * self.cost_basis
+
+    def holding_gain(self):
+        return self.holding_value() - self.holding_principle()
+    

overview/templates/overviewbase.html

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+{% extends "base.html" %}
+
+{% block title %}Overview{% endblock %}
+
+{% block content %}
+
+<h1>This is cool!!!</h1>
+
+
+<!-- Accounts list -->
+<div class="list-group">
+    {% for account in accounts %}
+        <a href="portfolio/{{ account.id }}" class="list-group-item list-group-item-action">
+            <div class="row align-items-start">
+                <div class="col">
+                    <h2>{{ account.name }}</h2>
+                </div>
+                <div class="col">
+                    <p>${{ account.balance }}</p>
+                </div>
+            </div>
+        </a>
+    {% endfor %}
+</div>
+
+
+{% endblock %}

overview/templates/portfolio.html

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+{% extends "base.html" %}
+
+{% block title %}{{ account.name }}{% endblock %}
+
+{% block content %}
+
+<h1>This is cool!!!</h1>
+
+<!-- Holdings list -->
+<div class="list-group">
+    <div class="list-group-item">
+        <div class="row align-items-start">
+            <div class="col">
+                <h3>Ticker</h2>
+            </div>
+            <div class="col">
+                <h3>Value</h2>
+            </div>
+            <div class="col">
+                <h3>Amount</h2>
+            </div>
+            <div class="col">
+                <h3>Cost Basis</h2>
+            </div>
+        </div>
+    </div>
+    {% for holding in holdings %}
+        <a href="asset/{{ holding.asset.ticker }}" class="list-group-item list-group-item-action">
+            <div class="row align-items-start">
+                <div class="col">
+                    <h2>{{ holding.asset.ticker }}</h2>
+                </div>
+                <div class="col">
+                    <p>${{ holding.holding_value }} ( ${{ holding.holding_gain }} )</p>
+                </div>
+                <div class="col">
+                    <p>{{ holding.ammount }}</p>
+                </div>
+                <div class="col">
+                    <p>${{ holding.cost_basis }}</p>
+                </div>
+            </div>
+        </a>
+    {% endfor %}
+</div>
+
+
+{% endblock %}

overview/tests.py

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+from django.test import TestCase
+
+# Create your tests here.

overview/urls.py

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+from django.urls import path
+
+from . import views
+
+urlpatterns = [
+    path("", views.index, name="index"),
+    path("portfolio/<int:account_id>", views.portfolio, name="portfolio"),
+]

overview/views.py

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+from django.http import HttpResponse
+from django.shortcuts import render
+from .models import Account, AccountHolding
+
+# Create your views here.
+
+def index(request):
+
+    accounts = Account.objects.all()
+
+    return render(request, "overviewbase.html", {"accounts": accounts})
+
+def portfolio(request, account_id):
+
+    account = Account.objects.get(pk=account_id)
+    holdings = AccountHolding.objects.filter(account = account)
+
+    return render(request, "portfolio.html", {"account": account, "holdings": holdings})

stonks/asgi.py

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+"""
+ASGI config for stonks project.
+
+It exposes the ASGI callable as a module-level variable named ``application``.
+
+For more information on this file, see
+https://docs.djangoproject.com/en/5.1/howto/deployment/asgi/
+"""
+
+import os
+
+from django.core.asgi import get_asgi_application
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings")
+
+application = get_asgi_application()

stonks/settings.py

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+"""
+Django settings for stonks project.
+
+Generated by 'django-admin startproject' using Django 5.1.13.
+
+For more information on this file, see
+https://docs.djangoproject.com/en/5.1/topics/settings/
+
+For the full list of settings and their values, see
+https://docs.djangoproject.com/en/5.1/ref/settings/
+"""
+
+import os
+from pathlib import Path
+
+# Build paths inside the project like this: BASE_DIR / 'subdir'.
+BASE_DIR = Path(__file__).resolve().parent.parent
+
+
+# Quick-start development settings - unsuitable for production
+# See https://docs.djangoproject.com/en/5.1/howto/deployment/checklist/
+
+# SECURITY WARNING: keep the secret key used in production secret!
+SECRET_KEY = "django-insecure-^clw!+&_^f0b6wl^fufnom6!2$g+wc9tcjj-&a)!1yx5k4lffm"
+
+# SECURITY WARNING: don't run with debug turned on in production!
+DEBUG = True
+
+ALLOWED_HOSTS = []
+
+
+# Application definition
+
+INSTALLED_APPS = [
+    "django.contrib.admin",
+    "django.contrib.auth",
+    "django.contrib.contenttypes",
+    "django.contrib.sessions",
+    "django.contrib.messages",
+    "django.contrib.staticfiles",
+    "overview"
+]
+
+MIDDLEWARE = [
+    "django.middleware.security.SecurityMiddleware",
+    "django.contrib.sessions.middleware.SessionMiddleware",
+    "django.middleware.common.CommonMiddleware",
+    "django.middleware.csrf.CsrfViewMiddleware",
+    "django.contrib.auth.middleware.AuthenticationMiddleware",
+    "django.contrib.messages.middleware.MessageMiddleware",
+    "django.middleware.clickjacking.XFrameOptionsMiddleware",
+]
+
+ROOT_URLCONF = "stonks.urls"
+
+TEMPLATES = [
+    {
+        "BACKEND": "django.template.backends.django.DjangoTemplates",
+        "DIRS": [os.path.join(BASE_DIR, "templates")],
+        "APP_DIRS": True,
+        "OPTIONS": {
+            "context_processors": [
+                "django.template.context_processors.debug",
+                "django.template.context_processors.request",
+                "django.contrib.auth.context_processors.auth",
+                "django.contrib.messages.context_processors.messages",
+            ],
+        },
+    },
+]
+
+WSGI_APPLICATION = "stonks.wsgi.application"
+
+
+# Database
+# https://docs.djangoproject.com/en/5.1/ref/settings/#databases
+
+DATABASES = {
+    "default": {
+        "ENGINE": "django.db.backends.sqlite3",
+        "NAME": BASE_DIR / "db.sqlite3",
+    }
+}
+
+
+# Password validation
+# https://docs.djangoproject.com/en/5.1/ref/settings/#auth-password-validators
+
+AUTH_PASSWORD_VALIDATORS = [
+    {
+        "NAME": "django.contrib.auth.password_validation.UserAttributeSimilarityValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.MinimumLengthValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.CommonPasswordValidator",
+    },
+    {
+        "NAME": "django.contrib.auth.password_validation.NumericPasswordValidator",
+    },
+]
+
+
+# Internationalization
+# https://docs.djangoproject.com/en/5.1/topics/i18n/
+
+LANGUAGE_CODE = "en-us"
+
+TIME_ZONE = "UTC"
+
+USE_I18N = True
+
+USE_TZ = True
+
+
+# Static files (CSS, JavaScript, Images)
+# https://docs.djangoproject.com/en/5.1/howto/static-files/
+
+STATIC_URL = "static/"
+
+# Default primary key field type
+# https://docs.djangoproject.com/en/5.1/ref/settings/#default-auto-field
+
+DEFAULT_AUTO_FIELD = "django.db.models.BigAutoField"

stonks/urls.py

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+"""
+URL configuration for stonks project.
+
+The `urlpatterns` list routes URLs to views. For more information please see:
+    https://docs.djangoproject.com/en/5.1/topics/http/urls/
+Examples:
+Function views
+    1. Add an import:  from my_app import views
+    2. Add a URL to urlpatterns:  path('', views.home, name='home')
+Class-based views
+    1. Add an import:  from other_app.views import Home
+    2. Add a URL to urlpatterns:  path('', Home.as_view(), name='home')
+Including another URLconf
+    1. Import the include() function: from django.urls import include, path
+    2. Add a URL to urlpatterns:  path('blog/', include('blog.urls'))
+"""
+
+from django.contrib import admin
+from django.urls import include, path
+
+urlpatterns = [
+    path("", include("overview.urls"), name="index"),
+    path("admin/", admin.site.urls),
+]

stonks/wsgi.py

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+"""
+WSGI config for stonks project.
+
+It exposes the WSGI callable as a module-level variable named ``application``.
+
+For more information on this file, see
+https://docs.djangoproject.com/en/5.1/howto/deployment/wsgi/
+"""
+
+import os
+
+from django.core.wsgi import get_wsgi_application
+
+os.environ.setdefault("DJANGO_SETTINGS_MODULE", "stonks.settings")
+
+application = get_wsgi_application()

templates/base.html

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+<html lang="en">
+    <head>
+        <meta charset="utf-8">
+        <meta name="viewport" content="width=device-width, intitial-scale=1">
+        <link href="https://cdn.jsdelivr.net/npm/bootstrap@5.3.8/dist/css/bootstrap.min.css" rel="stylesheet" integrity="sha384-sRIl4kxILFvY47J16cr9ZwB07vP4J8+LH7qKQnuqkuIAvNWLzeN8tE5YBujZqJLB" crossorigin="anonymous">
+        <title>{% block title %}{% endblock %} - Stonks</title>
+    </head>
+
+    <body>
+        <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.8/dist/js/bootstrap.bundle.min.js" integrity="sha384-FKyoEForCGlyvwx9Hj09JcYn3nv7wiPVlz7YYwJrWVcXK/BmnVDxM+D2scQbITxI" crossorigin="anonymous"></script>
+        <script src="https://cdn.jsdelivr.net/npm/@popperjs/core@2.11.8/dist/umd/popper.min.js" integrity="sha384-I7E8VVD/ismYTF4hNIPjVp/Zjvgyol6VFvRkX/vR+Vc4jQkC+hVqc2pM8ODewa9r" crossorigin="anonymous"></script>
+        <script src="https://cdn.jsdelivr.net/npm/bootstrap@5.3.8/dist/js/bootstrap.min.js" integrity="sha384-G/EV+4j2dNv+tEPo3++6LCgdCROaejBqfUeNjuKAiuXbjrxilcCdDz6ZAVfHWe1Y" crossorigin="anonymous"></script>
+
+        <div>
+            <nav class="navbar fixed-top navbar-expand-lg bg-body-tertiary">
+              <div class="container-fluid">
+                <a class="navbar-brand" href="/">Stonks</a>
+                <button class="navbar-toggler" type="button" data-bs-toggle="collapse" data-bs-target="#navbarNavDropdown" aria-controls="navbarNavDropdown" aria-expanded="false" aria-label="Toggle navigation">
+                  <span class="navbar-toggler-icon"></span>
+                </button>
+                <div class="collapse navbar-collapse" id="navbarNavDropdown">
+                  <ul class="navbar-nav">
+                    <li class="nav-item">
+                      <a class="nav-link active" aria-current="page" href="/">Overview</a>
+                    </li> 
+                  </ul>
+                </div>
+              </div>
+            </nav>
+        </div>
+
+        <div class="container">
+            {% block content %}
+            {% endblock %}
+        </div>
+    </body>
+</html>