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Shares Portfolio Application

A local trader has come to you with a portfolio of shares. She wants to be able to analyse it more effectively. She has a small sample data set to give you and would like you to build a Minimum Viable Product that uses the data to display her portfolio so that she can make better decisions.

Project Background

We (Ethan Baird, Andrew Scott Wise, Jamie Fogarty) completed this project as part of a week long sprint and presented our project as part of our CodeClan JavaScript/React module. We're still maintaining the project/refactoring it over time and below are instructions on how to run the project.

MVP

A user should be able to:

  • view total current value.
  • view individual and total performance trends.
  • retrieve a list of share prices from an external API and allow the user to add shares to her portfolio.
  • View a chart of the current values in her portfolio.

Extensions

Extensions

  • Show a history of how stock buying options have changed in the last x timepoints.
  • The ability to make it a multi-user app
  • Increase number of symbols being used within the application past 5 (limitation created as a result of api fetch limits)

API, Libraries, Resources

Getting Started

To run the app open your CLI and run the follwoing in both the 'server' and 'client' directory

npm i 

then in 'server'

npm run seeds
npm run server:dev

then in 'client'

npm start

which should then launch the app. We recommend using Chrome as your browser.

System Requirements

  • MongoDB Compass

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