This project provides a real-time fund valuation and top holdings tracking tool, built with Next.js and a Glassmorphism design. It targets individual investors and finance enthusiasts seeking a user-friendly, purely frontend solution for monitoring fund performance and portfolio composition, offering local data persistence and optional cloud synchronization.

How It Works

The application operates entirely in the browser, leveraging Next.js (App Router) and native CSS. It circumvents cross-origin restrictions by directly querying public financial data APIs (e.g., Tiantian Fund, Dongfang Wealth, Tencent Finance) using JSONP. User data, including fund lists, holdings, and transaction history, is persisted locally via localStorage. For multi-device synchronization and backup, it integrates with Supabase, utilizing custom database schemas and row-level security. Optional Supabase Edge Functions can be deployed for advanced features like OCR-based fund code extraction and API proxying.

Quick Start & Requirements

• Primary install/run command: Clone the repository, run npm install, and then npm run dev.
• Non-default prerequisites: Node.js, npm. Requires environment variables configuration (.env.local) for Supabase credentials, Google Analytics, and other optional services. Supabase project setup, including SQL schema initialization and RLS policies, is necessary for cloud sync features. Docker is also supported.
• Links: Preview: https://fund.cc.cd/, https://hzm0321.github.io/real-time-fund/. GitHub: https://github.com/hzm0321/real-time-fund.

Highlighted Details

• Real-time unit net value, estimated net value, and intraday change tracking for funds.
• Automatic retrieval and real-time monitoring of a fund's top 10 largest holdings.
• Pure frontend architecture enabling deployment on static hosting platforms like GitHub Pages.
• Comprehensive portfolio management features: holdings tracking, transaction logging, and automated dollar-cost averaging (DCA) plans.
• Support for cloud data synchronization via Supabase, custom sorting, drag-and-drop reordering, and dark/light theme switching.

Maintenance & Community

The project is primarily maintained by hzm0321. Deployment is automated via GitHub Actions. A WeChat group is available for developer communication and collaboration. The project utilizes external services like AINX for AI model sponsorship and recommends FreeModel AI for API services.

Licensing & Compatibility

The project is licensed under the GNU Affero General Public License v3.0 (AGPL-3.0). This is a strong copyleft license requiring that any modifications or derivative works, especially when offered as a network service, must also be made available under the AGPL-3.0 license. Commercial use or integration into closed-source projects may be restricted due to the copyleft provisions.

Limitations & Caveats

Data accuracy and availability are dependent on the reliability of third-party public APIs, which may be subject to change or latency. The AGPL-3.0 license imposes significant obligations for network-deployed services, potentially limiting adoption in commercial or proprietary contexts. Initial setup requires careful configuration of environment variables and Supabase resources, adding complexity beyond basic frontend applications.