Built for long term investors, MooMail delivers portfolio insights and summaries to your personal email. No more itchy fingers and panicking to market news when you monitor your portfolio comfortably from a distance!
This is a capstone project implementing NodeJS, express, ejs/css and python.
This webpage helps users with an existing MooMoo Brokerage account log their portfolio data through pie-charts, asset breakdowns and P/L graphs to monitor their personal portfolio.
Users can also send a snapshot of their portfolio to their personal email through the built in emailing function on the webpage.
Setup Process:
- install Python
- install MooMoo/Futu OpenD
- install requirements: pip install moomoo-api
- go to settings.py to fill in TRADING_MARKET, SECURITY_FIRM, CURRENCY default is set to SG securities account trading in US Market. Change if required.
- log in to OpenD and set port number to 11111
- (Optional) Run client.py to test for connection
- Run App.js
- log onto http://localhost:3000/ to view portfolio summary
- create app password using personal gmail. type into form with personal gmail account to forward a copy to yourself!
