stock-trading-app

Team Portfol.io: Igor, Keir, Huseyin, Rorie

Instructions

• You will need 2 terminal sessions, make sure you're in the project folder

• To install all required packages:

1. Run pipenv install in terminal 1
2. Run npm install in terminal 2

• To create the database

3. Activate virtual environment by running pipenv shell in terminal 1
4. Go into project folder by doing cd trading then python manage.py migrate in terminal 1

• Running the servers

5. Run python manage.py runserver in terminal 1 to run the backend django server
6. Run npm run dev in terminal 2 to tun the react server
7. Finished. You should now be able to access the site from [http://http://127.0.0.1:8000/]

Overview

We were aiming to make a chart with different (user selected) stocks, showing the historical data and a sidebar of news related to their chosen stocks. - We found that tradingview have a widget that basically does the charting in one simple script, so we decided maybe to focus on creating a virtual stock portfolio where a user can:

• search for a company
• add it to their “watchlist”
• then buy and sell the stock based on the current price
• users start with a £10,000 balance
• Portfolio value is then tracked based on how much shares you own of particular companies at a given price

Project Tree

├───trading
│ ├───accounts
│ ├───frontend
│ │ ├───migrations
│ │ ├───src
│ │ │ ├───components
│ │ │ │ ├───containers
│ │ │ │ └───pages
│ │ │ ├───public
│ │ │ └───tests
│ │ ├───static
│ │ │ └───frontend
│ │ └───templates
│ │ └───frontend
│ ├───static
│ ├───templates
│ │ └───registration
│ ├───trader
│ │ └───migrations
│ └───trading
└───__mocks__

Technologys

• React
• NPM
• Webpack
• Babel
• Axios
• Tradingview Widget
• Bootstrap
• Pipenv
• Django
• Django REST Framework
• SQLite
• Unittest
• Jest
• Enzyme

Database schemas

Stocks

ID	stock_symbol	stocks_bought_numer	bought_at_price	bought_at_time	userID_id (FK)

Users

We extended the standard Django user table by including the balance column

ID	password	last_login	is_superuser	username	first_name	last_name	email	is_staff	is_active	date_joined	balance

User journeys

As a User, I want to be able to create an account so I can login.

As a User, I want to be choose what stocks I want to monitor.

As a User, I want to be able to see a graph to compare my stocks.

When I login I want to see my dashboard showing my balance / portfolio value and the stocks I’m watching.

I can choose to go to charts or add stocks to watch (on different pages) using buttons.

I can search for stocks to add to my potfolio.

I can add to the stocks I want to watch on your dashboard and charting system.

Once done you can go back to your dashboard and view the price for the stocks on your watchlist.

I can buy or sell based on the current market price (provided by API).

When I buy or sell it updates my balance and stock amount.

I can pick to view the chart (provided by TradingView widget) which has my watchlist of stocks charted historically and relatively current. (This widget is very customisable and interactive).

On logout the balance and watchlist is persistent so when user logs back in they are able to see everything as it were. The only variable would be the portfolio value which is dictated by the current pricing of stocks they hold.