bigrobsf/tradetrack

2nd Quarter Project: A stock market portfolio dashboard/manager with performance analytics: An equity tracker that will provide quick view dashboard of the current market conditions along with current portfolio holdings.

Galvanize Group Project Proposal

Group Members

Rob Conner (BigRobSF)

David Shin (Dave)

Project Description

TradeTrack - A stock market portfolio dashboard/manager with performance analytics: An equity tracker that will provide quick view dashboard of the current market conditions along with current portfolio holdings. Analytics will be also be provided on closed positions to aid making future decisions.

Who uses it?

Fund Managers, Investors, Speculators, Trend and Swing Traders

What outputs do they need?

Main:

1. Market view
2. Open position list view
3. Individual open position view
4. Closed position list view
5. Trading statistics based on closed positions
6. Bonus: Watch List
7. Bonus: Individual closed position view/journal form
8. Bonus: Alerts

What inputs are needed to generate those outputs?

1. User name/ Password
2. For open position: Stock Ticker, Date, Shares, Price, Commission, Tag
3. For closing position: Stock Ticker and/or ID, Date

What technologies do you plan to use?

1. Pages: EJS
2. CSS: Materialize
3. Backend: JS, Node, express
4. Database: Postgres
5. Data API's: Yahoo Finance, Worden, TradingView
6. Bonus: Chart API's: trading view, google charts
7. Bonus: Alerts: Twilio

Feature list

1. User Authentication and Authorization
2. Create, Update, and Delete User Accounts
3. Enter, Update, and Delete Transactions / Trades
4. Financial News Feed
5. Reports: Open and Closed Positions
6. Analytics
7. Bonus: Alerts

To Do

1. Show detailed information related to a single transaction
2. Add comprehensive validation of user input
3. Add Log Out functionality
4. User Dashboard
5. Bonus items listed above