Investment Insights for Asset Managers

Investment Insights for Asset Managers is a Node.js application that uses IBM Financial services and Watson services.

The application is a modern portfolio manager that provides real-time insights into how news all around the world can impact any given investment portfolio.

Overview

The project deploys a node.js Cloud Foundry application and uses the following services:

Investment Portfolio
Discovery and the pre-enriched News dataset
Predictive Market Scenarios
Simulated Instrument Analytics
App ID

The application uses the financial services to analyze a stock portfolio in regards to various risk factors. Risk factors include things like currency fluctuations or changes in the price of oil and gold.

User selects a risk factor to consider.
Using Watson Discovery, the app looks for articles related to the risk factor.
The app computes a shock value based on the sentiment of the articles.
The app calls the Predictive Market Scenarios service to create conditional scenarios to model how, given a change to a subset of factors the broader set of market factors are expected to change.
Finally it computes analytics on the portfolio stocks under the given scenarios.

Deploy to Bluemix using DevOps Toolchain

The app comes with a toolchain you can use to deploy the solution with few clicks. If you want to deploy it manually, you can skip this section.

Ensure your organization has enough quota for one web application using 256MB of memory and 4 services.
Click Deploy to Bluemix to start the Bluemix DevOps wizard:
Select the GitHub box.
Decide whether you want to fork/clone the app repository.
If you decide to Clone, set a name for your GitHub repository.
Select the Delivery Pipeline box.
Select the region, organization and space where you want to deploy the app.
Click Create.
Select the Delivery Pipeline.
Wait for the Deploy job to complete.
Access the app when it's ready and start exploring.

Deploy to Bluemix manually

If you do not already have a Bluemix account, sign up here
Download and install the Cloud Foundry CLI tool
Use this command to display or specify the URL of the API endpoint of Bluemix.
```
cf api https://api.ng.bluemix.net
```
Connect to Bluemix in the command line tool and follow the prompts to log in
```
cf login -a https://api.ng.bluemix.net
```
Clone the app to your local environment from your terminal using the following command:
```
git clone https://github.com/IBM-Bluemix/investment-insights-for-asset-managers.git
```
cd into this newly created directory
Navigate to manifest.yml file and change the NAME "investment-insights-for-sset-managers" to an unique name of your choice. The new name is your APP_NAME in the commands below.
Follow the above step for SERVICES as well.
Create services required for this app

Run the shell script "run.sh" to create the services in one go.

Make your shell script executable by running this command

  chmod +x script.sh

Copy the shell file to /usr/local/bin with the below command

 cp script.sh /usr/local/bin

On the terminal. just run the script.sh.

Manually create services

cf create-service discovery lite <Discovery_Service_Name>

Discovery Service Name as mentioned in manifest.yml above

cf create-service fss-portfolio-service fss-portfolio-service-free-plan <Portfolio_Service_Name as in manifest.yml>

cf create-service fss-predictive-scenario-analytics-service fss-predictive-scenario-analytics-service-free-plan <Predictive_Scenario_Name as in manifest.yml>

cf create-service fss-scenario-analytics-service  fss-scenario-analytics-service-free-plan <Scenario_Analytics_Name as in manifest.yml>

cf create-service AppID bronze <AppID name as in manifest.yml>

Push the app to Bluemix
```
cf push
```

This command uses the manifest.yml file in your directory to CREATE the app and BIND the services to the app

And voila! You now have your very own application running on Bluemix.

Run the app locally

If you do not already have a Bluemix account, sign up here
If you have not already, download Node.js and install it on your local machine.

In the checkout directory, create a file .env and paste the below snippet

INVESTMENT_PORFOLIO_BASE_URL=investment-portfolio.mybluemix.net
INVESTMENT_PORFOLIO_USERNAME=
INVESTMENT_PORFOLIO_PASSWORD=

DISCOVERY_USERNAME=
DISCOVERY_PASSWORD=

PREDICTIVE_MARKET_SCENARIOS_URI=fss-analytics.mybluemix.net
PREDICTIVE_MARKET_SCENARIOS_ACCESS_TOKEN=

SIMULATED_INSTRUMENT_ANALYSIS_URI=fss-analytics.mybluemix.net
SIMULATED_INSTRUMENT_ANALYSIS_ACCESS_TOKEN=

APPID_TENANTID=fab34d0b-a061-4e3e-af99-624efa8752b8
APPID_CLIENTID=f09de90a-17fd-4f76-8e09-723b860c27f3
APPID_SECRET=OTEyMjIwYWYtMTIzNS00OGQ4LTg4NjItZWQwMjIzZTZhZDUz
APPID_OAUTHSERVERURL=

For credentials and access tokens, run this command
```
cf env APP_NAME
```
Run
```
npm install
```
Run
```
npm start
```

Contribute

If you find a bug, please report it via the [Issues section][issues_url] or even better, fork the project and submit a pull request with your fix! We are more than happy to accept external contributions to this project if they address something noted in an existing issue. In order to be considered, pull requests must pass the initial Travis CI build and/or add substantial value to the sample application.

Troubleshooting

The primary source of debugging information for your Bluemix app is the logs. To see them, run the following command using the Cloud Foundry CLI:

$ cf logs APP_NAME --recent

For more detailed information on troubleshooting your application, see the Troubleshooting section in the Bluemix documentation.

License

See License.txt for license information.

Privacy Notice

This application is configured to track deployments to IBM Bluemix and other Cloud Foundry platforms. The following information is sent to a Deployment Tracker service on each deployment:

Node.js package version
Node.js repository URL
Application Name (application_name)
Space ID (space_id)
Application Version (application_version)
Application URIs (application_uris)
Labels of bound services
Number of instances for each bound service and associated plan information

This data is collected from the package.json file in the application and the VCAP_APPLICATION and VCAP_SERVICES environment variables in IBM Bluemix and other Cloud Foundry platforms. This data is used by IBM to track metrics around deployments of sample applications to IBM Bluemix to measure the usefulness of our examples, so that we can continuously improve the content we offer to you. Only deployments of sample applications that include code to ping the Deployment Tracker service will be tracked.

Disabling Deployment Tracking

Deployment tracking can be disabled by removing require("cf-deployment-tracker-client").track(); from the beginning of the app.js file.

WhereforX / investment-insights-for-asset-managers