Personal Finance Platform Documentation

A comprehensive personal finance platform built on Django, Celery, and advanced analytics tooling. This documentation provides complete technical reference for developers and system administrators.

Note

This is reference documentation following the Diátaxis framework. For tutorials and guides, see the getting started section.

Getting Started

• Quick Start Guide
  • Prerequisites
  • Local Development Setup
  • Docker Compose Setup
  • Essential Commands
  • Next Steps

Architecture & Design

• System Architecture Overview
  • High-Level Architecture
  • Core Components
  • Data Flow Architecture
  • Service Layer Pattern
  • Background Processing
  • Security Architecture
  • Scalability Considerations
  • Monitoring & Observability
  • Deployment Architecture
  • See Also

API Reference

• REST API Endpoints Reference
  • API Overview
  • Portfolio Management
  • Asset Management
  • Backtesting API
  • Analytics API
  • Tax API
  • Real-time API
  • Error Handling
  • API Client Examples
  • See Also

Configuration Reference

• Environment Configuration Reference
  • Configuration Overview
  • Environment Files
  • Core Configuration Variables
  • External API Configuration
  • Email Configuration
  • Security Configuration
  • Logging Configuration
  • Feature Flags
  • Performance Configuration
  • Environment-Specific Settings
  • Configuration Validation
  • Configuration Management
  • Troubleshooting
  • See Also
• Django Settings Reference
  • Settings Structure
  • Base Settings (base.py)
  • Database Configuration
  • Cache Configuration
  • Session Configuration
  • Static Files Configuration
  • REST Framework Configuration
  • CORS Configuration
  • Celery Configuration
  • Channels Configuration
  • Logging Configuration
  • Security Settings
  • Internationalization
  • Environment-Specific Settings
  • Custom Settings
  • Settings Validation
  • See Also
• Security Configuration
  • Security Overview
  • Django Security Settings
  • Authentication Security
  • API Security
  • Data Protection
  • Access Control and Audit
  • Deployment Security
  • Security Monitoring
  • Security Testing
  • Security Checklist
  • See Also

Feature Modules Reference

• Analytics Module
  • Design Goals
  • Key Helpers
  • Example Usage
  • Testing Guidance
• Backtesting Engine Reference
  • Overview
  • Models Reference
  • Strategy Types
  • Custom Strategy Implementation
  • REST API Reference
  • Management Commands
  • Performance Analysis
  • Parameter Optimization
  • Error Handling
  • Performance Optimization
  • See Also
• Data Profiling and Analysis
  • Module Overview
  • Data Validation Framework
  • DataProfiler Service Integration
  • Pattern Detection
  • Sensitive Data Detection
  • Performance Optimization
  • Integration Examples
  • Error Handling and Troubleshooting
  • Testing Framework
  • Best Practices
  • Security Considerations
  • See Also
• Real-time Data Streaming
  • Module Overview
  • WebSocket Architecture
  • Price Feed Service
  • Portfolio Value Tracking
  • Client-Side Integration
  • REST API Integration
  • Management Commands
  • Configuration
  • Production Deployment
  • Monitoring and Logging
  • Troubleshooting
  • Best Practices
  • Security Considerations
  • See Also
• Tax Reporting and Optimization
  • Module Overview
  • Tax Calculation Engine
  • Tax Loss Harvesting
  • Tax Optimization
  • Tax Report Generation
  • REST API Reference
  • Management Commands
  • Admin Interface
  • Advanced Features
  • Performance Optimization
  • Security and Compliance
  • Troubleshooting
  • Integration Examples
  • Best Practices
  • See Also
• Visualization Module Reference
  • Overview
  • Dashboard Access
  • Chart API Reference
  • JavaScript Client Usage
  • Programmatic Chart Generation
  • Chart Configuration
  • Interactive Features
  • Error Handling
  • Performance Optimization
  • Custom Chart Extensions
  • Integration Examples
  • Troubleshooting
  • See Also

Indices and Tables

• Index

• Module Index

• Search Page