eea4469095
- Complete MVP for tracking Fidelity brokerage account performance - Transaction import from CSV with deduplication - Automatic FIFO position tracking with options support - Real-time P&L calculations with market data caching - Dashboard with timeframe filtering (30/90/180 days, 1 year, YTD, all time) - Docker-based deployment with PostgreSQL backend - React/TypeScript frontend with TailwindCSS - FastAPI backend with SQLAlchemy ORM Features: - Multi-account support - Import via CSV upload or filesystem - Open and closed position tracking - Balance history charting - Performance analytics and metrics - Top trades analysis - Responsive UI design Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
102 lines
5.5 KiB
Plaintext
102 lines
5.5 KiB
Plaintext
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myFidelityTracker - Linux Deployment Quick Reference
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════════════════════════════════════════════════════════════════
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📦 TRANSFER TO LINUX SERVER
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────────────────────────────────────────────────────────────────
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From your Mac:
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scp -r /Users/chris/Desktop/fidelity USER@SERVER_IP:~/
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Or with rsync:
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rsync -avz /Users/chris/Desktop/fidelity/ USER@SERVER_IP:~/fidelity/
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════════════════════════════════════════════════════════════════
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🚀 FIRST-TIME SETUP ON LINUX
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────────────────────────────────────────────────────────────────
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ssh USER@SERVER_IP
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cd ~/fidelity
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# Make scripts executable
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chmod +x start-linux.sh stop.sh
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# Configure CORS (edit .env file)
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cp .env.example .env
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nano .env
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# Change: CORS_ORIGINS=http://localhost:3000,http://YOUR_SERVER_IP:3000
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# Start the app
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./start-linux.sh
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════════════════════════════════════════════════════════════════
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🌐 ACCESS URLs
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────────────────────────────────────────────────────────────────
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From the server: http://localhost:3000
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From other computers: http://SERVER_IP:3000
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API Documentation: http://SERVER_IP:8000/docs
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════════════════════════════════════════════════════════════════
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🔥 FIREWALL SETUP (Ubuntu)
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────────────────────────────────────────────────────────────────
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sudo ufw allow 22/tcp
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sudo ufw allow 3000/tcp
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sudo ufw allow 8000/tcp
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sudo ufw enable
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════════════════════════════════════════════════════════════════
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📝 DAILY COMMANDS
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────────────────────────────────────────────────────────────────
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Start: ./start-linux.sh
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Stop: ./stop.sh
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View logs: docker-compose logs -f
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Status: docker-compose ps
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Restart: docker-compose restart
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════════════════════════════════════════════════════════════════
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🌱 LOAD DEMO DATA
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────────────────────────────────────────────────────────────────
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cp History_for_Account_X38661988.csv imports/
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docker-compose exec backend python seed_demo_data.py
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════════════════════════════════════════════════════════════════
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⚙️ WHAT CHANGED FROM macOS?
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────────────────────────────────────────────────────────────────
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✓ Use start-linux.sh (not start.sh)
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✓ Add server IP to CORS_ORIGINS in .env
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✓ Configure firewall to allow ports 3000, 8000
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✓ Everything else works the same!
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════════════════════════════════════════════════════════════════
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🆘 TROUBLESHOOTING
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────────────────────────────────────────────────────────────────
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Port in use:
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sudo lsof -i :3000
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sudo kill <PID>
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Can't access from other computers:
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1. Check firewall: sudo ufw status
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2. Check CORS in .env has your server IP
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3. Verify services running: docker-compose ps
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Permission errors:
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sudo usermod -aG docker $USER
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newgrp docker
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Out of space:
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docker system prune -a
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════════════════════════════════════════════════════════════════
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📚 FULL DOCUMENTATION
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────────────────────────────────────────────────────────────────
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See LINUX_DEPLOYMENT.md for complete guide
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See README.md for full application documentation
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