- Set up the Django project
- Install Django and create a new project
- Create a new app for the stock screener
(python manage.py startapp screener) - Define models
- Define models for Stock, Criteria, Watchlist, Portfolio, and any other required models
- Set up model fields and relationships
- Fetch and store stock data
- Research and choose a stock data API or source
- Write a script or management command to fetch and store stock data in the database
- Create basic views and URLs
- Define views for displaying stock data, screening form, and results
- Map URLs to these views in
urls.py - Create templates
- Create HTML templates for the home page, stock list, screening form, and results
- Use Django's template language to display dynamic data
- Implement stock screening logic
- Write a function or method to filter stock data based on user-defined criteria
- Use Django's ORM or Python code for filtering and querying
- Integrate screening form and results
- Create a form in the template for users to input screening criteria
- Handle form submission in the view and pass data to the screening logic
- Display screening results in the template
- Create stock details view and template
- Define a view to display detailed information for a single stock
- Create a template for the stock details page with relevant data and charts
- Implement watchlists
- Create a view and template for displaying user's watchlists
- Allow adding/removing stocks to/from watchlists
- Store watchlist data in the database
- Implement portfolio tracking
- Create a view and template for displaying user's portfolio
- Allow users to input their stock holdings
- Calculate and display portfolio metrics and performance
- User authentication and authorization
- Set up user registration, login, and logout functionality
- Restrict access to watchlists, portfolios, and other user-specific data
- News and analysis integration
- Find and integrate with news and analysis APIs or sources
- Display relevant news and analysis on stock details pages
- Educational resources
- Create pages or sections for educational resources (guides, tutorials, glossary, etc.)
- Write or curate content for these resources
- Social features (optional)
- Implement user following, sharing, and discussion forums
- Integrate with social media platforms
- Premium features (optional)
- Decide on premium features and pricing plans
- Implement payment gateway integration and subscription management
- Styling and design
- Style the templates with CSS and JavaScript for a clean and user-friendly design
- Ensure responsiveness and accessibility across different devices
- Testing and debugging
- Write unit tests for models, views, and other critical components
- Test the app thoroughly and fix any bugs or issues
- Deployment
- Set up a production server or hosting service
- Configure the app for deployment (static files, database settings, etc.)
- Deploy the app to the production environment
- Maintenance and updates
- Implement a schedule for updating stock data and other dynamic content
- Plan for future updates, bug fixes, and new feature releases