codeforown / wealthmanagement

Application to manage portfolio and wish-lists and track recommendations

Wealth Management

Application to manage portfolio and wish-lists and track recommendations

Feature under implementation

- US12 : Recommendation and MyInvestment data should be moved to data server.
- US6 : User should be able view multiple buy\sell for the same script @coderhindu
    Should include common 3 common fields (script, exchange & suggested by)
    Should include array for buy and sell items.
    Should support imgration scripts for my-investment.json. Or should be backward compatible.
- US11 : User should be able to view graph with 3 below bars based on suggestions
    Target, Acived, My Income.

TODO

* Sort the data in the bar chart based on income.

Planned items

- US5 : User should be able to see the name on Company as a tooltip onhover the script
- US7 : New Recomendation added (or less than 2 weeks old) should be show in a different color or some kind of notification
- US8 : If do dont get the CMP for a give script, we should still be able to display availabled statis data.

Feature completed

Version 1

- US1 : User shall be able to view the suggestion
- US2 : User shall be able to view the CMP of the suggestion and Target achived.
- US3 : User shall be able to check out the code and run the application in local system and launch the application.
- US4 : User should be able to see this investment along with suggestion and returns. @bsmaheshkumar
- US9 : Support for BSE stocks

Bugs

- Tooltip is not working

WishList

- User portfolio, should handle multiple suggestion on the same script.
- User should be able to login
- User should be able to add/select the stock in when he has invested.
- User should be able to view how much percent of the Corpus is being invested
- User should be able to add/edit/view this Corpus
- User should be able to view the version of the components
- Create a User called Uncel Bob, who will stricly follow Stock Axis Suggestions, with X Corpus amount, and based on the same display the actuall profit/loss and display virtual profit/loss
- Create a User called Ramana, who will stricly follow Wealth Suggestions, with X Corpus amount, and based on the same display the actuall profit/loss and display virtual profit/loss

Installation and set-up

git clone https://github.com/CodeForOwn/WealthManagement
cd data-server
npm install
cd ../open-wealth-manager
npm install
cd ..
sh sh start-application.sh

Install a CORS add on the browser and turn it on. This is required to make queries to yahoo server.

Invocation

Launch

http://localhost:4n00/ in the browser

My Portfolio View

To view your own data in My Portfolio tab. Please enter details in your local copy of my-investment.json

Sample Json format json { "buyPrice": 350, "buyQuantity": 1, "buyDate": "1-Jan-2018", "script": "WELENT" }

my-investment.json is added to .gitignore, so that your data is commited.

And Enjoy Creating Wealth for yourself and others.