PhoenixTrader 💸💸💸

CodeClan - Javascript Group Project

PhoenixTrader is a fullstack web application designed to empower users in managing their personal investment portfolios. It integrates live market data to provide real-time insights into portfolio performance.

Key features of PhoenixTrader include:

1. Portfolio Management: Keep a record of investment holdings and monitor their performance over time. With the ability to buy and sell stocks at current market prices.

2. Order History: Access a complete order history at a glance, enabling the tracking of trading activity and decisions.

3. Watchlist: User can stay informed by curating a personalised watchlist of stocks to monitor.

4. Performance Analytics: PhoenixTrader harnesses live market data and combines it with the users transaction history to generate comprehensive performance analytics.

5. Interactive Charts: Visualises a portfolio's performance with ease using dynamic piecharts and candlestick charts. These charts leverage the powerful HighCharts library and live data from the FinnHub API, providing clear and actionable insights.

6. Tailored News Stories: Users can stay ahead of the curve with news stories tailored to their portfolio or the stocks they are tracking.

Built with:

• MongoDB
• Express.js
• React JS
• FinnHub Api
• Node.js
• Jest

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Screenshots

  

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Brief:

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.

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.

Possible Extensions:

• Be able to view current News relating to a specifc share.
• Setup the application for multiple users to use.
• Add a watched list for favourite shares.
• Allow a user to buy and sell shares.

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Project Setup

Inside Server Folder:

Install required node modules:

npm i

Run seed file to populate app with template data:

npm run seeds

Create .env file in the server folder, add the following code and insert the API key from Finnhub:

REACT_APP_FINNHUB_API_TOKEN = "your api key"

Start the server:

npm run server:dev

Inside Client Folder: Install required node modules:

npm i

Start the app:

npm start 

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Authors:

Sarah Smith | Paul Cumming