Native Installation from Source¶

This guide is for local development or advanced non-Docker installs.

Prerequisites¶

• Node.js 20+
• pnpm 10.13.1
• PostgreSQL 16+
• Git

1. Clone the Repository¶

git clone https://github.com/GeneBO98/tradetally.git
cd tradetally

2. Install pnpm and Workspace Dependencies¶

npm install -g [email protected]
pnpm install

3. Create the Database¶

CREATE DATABASE tradetally_db;
CREATE USER tradetally_user WITH PASSWORD 'your_secure_password';
GRANT ALL PRIVILEGES ON DATABASE tradetally_db TO tradetally_user;

4. Configure the Backend¶

cp backend/.env.example backend/.env

At minimum, update these values in backend/.env:

DB_HOST=localhost
DB_PORT=5432
DB_NAME=tradetally_db
DB_USER=tradetally_user
DB_PASSWORD=your_secure_password
FRONTEND_URL=http://localhost:5173
CORS_ORIGINS=http://localhost:5173,http://localhost:3000,http://localhost:8080
JWT_SECRET=change_this_to_a_long_random_value

5. Run Database Migrations¶

pnpm --dir backend run migrate

6. Start the Backend¶

pnpm --dir backend run dev

The API runs on http://localhost:3000.

7. Start the Frontend¶

In a second terminal:

pnpm --dir frontend run dev

The frontend runs on http://localhost:5173.

Next Steps¶

• API Configuration
• Importing Trades
• Docker Deployment if you want to move to the recommended self-hosted path later

Troubleshooting¶

Database Connection Errors¶

psql -h localhost -U tradetally_user -d tradetally_db -c "SELECT 1;"

Port Already in Use¶

lsof -i :3000
lsof -i :5173