Wells Fargo Task 2

A Spring Boot REST API for managing a financial advisor data model, including advisors, clients, portfolios, securities, transactions, risk profiles, and portfolio performance reports.

Overview

This project extends the Wells Fargo Forage task 2 starter application into a more complete backend service. It uses Spring Boot, Spring Data JPA, and an in-memory H2 database to model advisor-client portfolio relationships and expose CRUD endpoints for core portfolio operations.

The application now supports:

• Advisor, client, portfolio, and security entity management.
• Transaction tracking.
• Client risk profiling.
• Portfolio performance reporting.
• REST endpoints for creating, reading, updating, and deleting records.

Technologies

• Java 21
• Spring Boot 3
• Spring Data JPA
• H2 Database
• Maven

Features

• Advisor to client relationship management.
• Portfolio and security storage.
• Transaction tracking for portfolio activity.
• Risk profile records for clients.
• Portfolio performance report records.
• REST API endpoints for CRUD operations.
• Relational entity mappings using JPA annotations.

Running the project

Make sure to have Java 21 installed on your device. I used VS Code for this project, but you may use any IDE of your choice. Run the Spring Boot application from com.wellsfargo.counselor.Entrypoint. Then, use Postman, curl, or the VS Code REST Client to call the API endpoints on http://localhost:8080.

Example endpoints

• GET /api/transactions
• POST /api/transactions
• GET /api/risk-profiles
• POST /api/risk-profiles
• GET /api/performance-reports
• POST /api/performance-reports