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Eden Kirin e9360cbc08 Initial

2025-10-12 00:34:03 +02:00

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Stock Tax Analyzer - Deployment Guide

A complete stock portfolio analyzer with tax-eligible holdings calculation, real-time prices, and stock split adjustments.

Project Structure

stock-tax-analyzer/
├── main.go              # Go backend server
├── go.mod               # Go module file
├── index.html           # React frontend app
├── Dockerfile           # Multi-stage Docker build
├── docker-compose.yml   # Docker Compose configuration
└── README.md           # This file

Features

📊 Analyze Revolut trading statements
💰 Real-time stock prices in EUR
🏆 Tax-eligible holdings (stocks held >2 years)
📈 Stock split adjustments (NVDA, TSLA, AAPL, GOOGL, AMZN)
💵 Portfolio valuation with gain/loss calculations
🔒 Runs entirely on your server - no data leaves your infrastructure

Quick Start

Option 1: Using Docker Compose (Recommended)

Create a directory and copy all files:

mkdir stock-tax-analyzer
cd stock-tax-analyzer
# Copy: main.go, go.mod, index.html, Dockerfile, docker-compose.yml

Build and run:

docker-compose up -d

Access the application:

http://localhost:8080

Option 2: Using Docker

Build the image:

docker build -t stock-analyzer .

Run the container:

docker run -d -p 8080:8080 --name stock-analyzer stock-analyzer

Access the application:

http://localhost:8080

Option 3: Manual Build (without Docker)

Install Go 1.21 or higher
Build the Go backend:

go build -o stock-analyzer main.go

Create static directory:

mkdir -p static
cp index.html static/

Run the server:

./stock-analyzer

Access the application:

http://localhost:8080

How to Use

Open the application in your browser
Click "Click to upload CSV file"
Select your Revolut trading statement CSV file
Wait for the analysis to complete
Review your portfolio:
- Total Holdings: All your stocks
- Tax-Eligible Holdings: Stocks bought more than 2 years ago

API Endpoint

POST /api/stock-prices

Fetches current stock prices from Yahoo Finance.

Request:

{
  "tickers": ["AAPL", "MSFT", "GOOGL"]
}

Response:

{
  "prices": {
    "AAPL": {
      "ticker": "AAPL",
      "usd": 150.25,
      "eur": 138.23,
      "success": true
    }
  },
  "exchangeRate": 0.92
}

Configuration

Environment Variables

PORT: Server port (default: 8080)
TZ: Timezone (default: Europe/Zagreb)

Supported Stock Splits

The application includes historical stock split data for:

NVDA: 6 splits (including 10:1 in 2024)
TSLA: 2 splits (3:1 and 5:1)
AAPL: 5 splits (including 4:1 in 2020)
GOOGL: 1 split (20:1 in 2022)
AMZN: 4 splits (including 20:1 in 2022)

Architecture

Multi-stage Docker Build

Stage 1 (static-builder): Prepares static HTML files
Stage 2 (go-builder): Compiles Go backend
Stage 3 (final): Clean Alpine image with binary and static files

Benefits:

Small final image size (~15MB)
No build tools in production image
Secure and efficient

Backend (Go)

HTTP server on port 8080
Fetches stock prices from Yahoo Finance
Handles CORS and rate limiting
Serves static frontend files

Frontend (React)

Pure client-side React app
No build step required
Processes CSV files in browser
Calls backend API for stock prices

Troubleshooting

Stock prices showing as N/A

Check if Yahoo Finance is accessible from your server
Verify network connectivity
Check Docker logs: docker-compose logs -f

Port already in use

Change the port in docker-compose.yml:

ports:
  - "9090:8080"  # Use port 9090 instead

File upload not working

Ensure the CSV file is a valid Revolut trading statement
Check browser console for errors
Verify file size is reasonable (<10MB)

Security Notes

Application runs entirely on your server
CSV files are processed in the browser (never sent to server)
Only stock tickers are sent to backend for price fetching
No data is stored or logged

Development

Running locally for development

# Terminal 1: Run Go backend
go run main.go

# Terminal 2: Serve static files (or just open index.html)
python3 -m http.server 8000

Then open http://localhost:8080 (backend serves both API and static files)

License

MIT License - Feel free to modify and use as needed.

Support

For issues or questions, check the application logs:

docker-compose logs -f stock-analyzer

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