MyFi – Personal Finance Dashboard

MyFi is a full-stack personal finance management web application that enables users to manage budgets, track assets, create price alerts, and view personalized investment portfolios. The platform supports both regular users and an admin user with role-based access control.

• MyFi is a personal finance web application designed for users to manage their finances with clarity, confidence and convenience. With comprehensive financial insights, combining real-time market data and other financial tracking features, the app brings together a clean, user-friendly interface to help users track expenses, monitor investments, and stay updated with relevant financial news and market movements - all in one place.

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✨ Features

👤 For Users

• Secure login/logout with session management
• Interactive budget planner with visual charts
• Asset tracking (e.g., stocks, crypto, savings)
• Real-time price alerts via Alpha Vantage API
• Auto-categorized portfolios (e.g., Stocks, Crypto)
• Live market snapshot with financial data
• Security alerts on failed login attempts

🛡️ For Admins

• View, add, delete, and manage registered users
• Enforce role-based access (admin vs user)
• Admin-only access protected by middleware

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Tech Stack

Layer	Technology
Frontend	HTML5, CSS3, JavaScript, Chart.js
Backend	Node.js, Express.js
Database	MySQL
API	Alpha Vantage API
Session Mgmt	express-session

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Project Structure

MyFi/
├── config/                
│   └── db.js                          # MySQL database connection
│
├── middleware/             
│   └── isAdmin.js                    # Middleware to restrict admin-only routes
│
├── public/                          # Static assets and frontend HTML pages
│   ├── images/                      # App icons, UI assets
│   ├── javascripts/                 # Client-side JS
│   ├── stylesheets/                 # CSS files
│   ├── uploads/                     # Uploaded profile pictures or files
│   ├── admin.html                   # Admin dashboard UI
│   ├── assets.html                  # User asset tracker UI
│   ├── budget.html                  # Budget planner UI
│   ├── dashboard.html               # Main user dashboard
│   ├── login.html                   # Login page
│   ├── portfolios.html              # Investment portfolio UI
│   ├── profile.html                 # User profile page
│   └── register.html                # Registration page
│
├── routes/                          # Express route handlers
│   ├── admin.js
│   ├── alerts.js
│   ├── assets.js
│   ├── budget.js
│   ├── index.js
│   ├── marketData.js
│   ├── portfolios.js
│   ├── profile.js
│   └── users.js
│
├── utils/                           # Reusable utilities
│   ├── cache.js                     # Market data caching
│   └── checkAlerts.js              # Background price alert checker
│
├── mysql/                           # SQL schema and seed files
│   └── MyFiDB_dump.sql
│
├── .gitignore                       # Files/directories to ignore in Git
├── package.json                     # NPM package metadata
├── package-lock.json                # NPM dependency lock
├── README.md                        # Project documentation
├── server.js                        # App startup and route mounting
└── app.js                           # Express app configuration

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Setup Instructions

✅ Prerequisites

• Node.js (v18+)
• MySQL server
• Git

🔧 Installation

1. Clone the repo

   git clone https://github.com/yourusername/myfi.git
   cd myfi

2. Install dependencies

   npm install

3. Create .env file Create a .env file in the root directory with the following content:

   DB_HOST=localhost
   DB_USER=root
   DB_PASSWORD=your_mysql_password
   DB_NAME=MyFiDB
   ALPHA_VANTAGE_KEY=your_api_key_here
   

4. Import database schema Run the following in your terminal to import the database schema:

   mysql -u root -p MyFiDB < MyFiDB_dump.sql

5. Start the server

   node server.js

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Dependencies

Package	Purpose
axios	Makes HTTP requests (e.g., to Alpha Vantage API)
bcrypt	Password hashing (stronger, native module — consider using in production)
cookie-parser	Parses cookies attached to client requests
cors	Enables Cross-Origin Resource Sharing
debug	Lightweight debugging utility
dotenv	Loads environment variables from .env file
express	Web application framework
express-session	Session management middleware
morgan	HTTP request logger middleware
multer	Middleware for handling multipart/form-data (e.g., file uploads)
mysql2	MySQL database driver with promise support
node-cron	Scheduler for running background jobs (e.g., checking alerts)
uuid	Generates unique identifiers (e.g., for user IDs, tokens)

Install All Dependencies

npm install axios bcrypt cookie-parser cors debug dotenv express express-session morgan multer mysql2 node-cron uuid

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Security Measures

• ✅ Input validation on both client and server sides
• ✅ Session-based authentication
• ✅ Role-based access control (admin vs user)
• ✅ Password hashing (recommended for production)
• ✅ Alerts for suspicious activity (e.g., failed logins)
• ✅ Protection against SQL Injection and XSS

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Admin Role Setup

To make a user an admin, run the following SQL command:

UPDATE Users SET Role = 'admin' WHERE Email = 'admin@example.com';

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Known Bugs or Limitations

• API calls are dependent on Alpha Vantage free tier limits

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🌱 Future Enhancements

• ✅ OAuth login (Google/Facebook)
• ✅ Two-Factor Authentication (2FA)
• ✅ Admin analytics dashboard
• ✅ Dark mode support
• ✅ Monthly spending insights & predictions
• ✅ Import transactions (CSV/Excel)

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Video Demonstration

https://drive.google.com/file/d/1h3tC0-cbLuIEns0Uu8QFNJDXS3DEIUw9/view?usp=sharing

Submission Info

Made with 💙 for
Web & Database Computing (S1 2025)