Quickstart

This page is for developers working from the source tree. It assumes you have cloned the repository and installed the development toolchain.

If you just want to install and run Portfolio Manager without building it yourself, start with the Installation guide.

Run the Backend

make run

Run Backend and UI

make run-full

For hot-reloading UI development:

1. In one terminal, start the backend:

make run

1. In a second terminal, start the UI:

cd web/ui
npm run dev

The UI dev server runs at http://localhost:5173.

Build

make

Test

make test
make test-integration

CLI Examples

List positions:

./portfolio-manager position-list

Delete a position:

./portfolio-manager position-delete <book> <ticker>

List reference data:

./portfolio-manager refdata-list --asset-class eq

Use a custom backend URL:

./portfolio-manager --url=http://localhost:8080 position-list