Basic user interface for robo advisor
eleow opened this issue · comments
Front-end for robo-advisor
- Basic user management - Sign up and log in
- Summary page showing current account balance, earnings, portfolio asset value etc
- Add and withdraw funds (virtual funds, no actual interface with real money)
- Quick method to reset account if necessary
- Portfolio Management
- View different portfolios
- Buy and Sell selected portfolio
- Calculate asset distribution in portfolio and number of shares to buy
- Display current value of portfolio by retrieving latest prices
- View details of a selected portfolio such as backtesting details, and comparison with relevant benchmarks
- Recommend portfolio based on risk-assessment
Since this is a demo system with only paper trading, we will only consider the following:
reset of account - go to the http://localhost:8000/portfolio/reset/1
add/withdraw of cash - go to http://localhost:8000/portfolio/ and select Add/Withdraw Funds.
buy/sell portfolios - go to http://localhost:8000/portfolio/edit/, select the relevant portfolio to buy/sell.