wjloo95 / Trackr

Application to keep track of your stock portfolio and transactions

Trackr

Keep track of your stock portfolio and audit your transactions.

Technologies-Used

Back-End

• Node.js
• Express
• MongoDB
• mongooseODM
• Jest
• Supertest

Front-End

• React.js
• Redux
  • Implemented post-deadline
• Typescript
• React Router
• React Icons

Authentication

• bcrypt
• jsonwebtoken

Existing Accounts

John Doe (Clean Slate)

E-mail: [e-mail] Password: johnpwd

Jane Doe (Full transactions and portfolio)

E-mail: [e-mail] Password: janepwd

User Stories:

As a user, I want to create a new account with my name, email, and password so that I can buy and trade stocks.

• Default the user's cash account balance to $5000.00 USD.
• A user can only register once with any given email.

As a user, I want to authenticate via email and passwords so that I can access my account.

• E-mail/password authentication implemented.

As a user, I want to buy shares of stock at its current price by specifying its ticker symbol and the number of shares so that I can invest.

• A user can only buy whole number quantities of shares.
• A user can only buy shares if they have enough cash in their account for a given purchase.
• A user can only buy shares if the ticker symbol is valid.

As a user, I want to view a list of all transactions I've made to date (trades) so that I can perform an audit.

• Transactions page implemented.

As a user, I want to view my portfolio (a list of stocks I own along with their current values) so that I can review performance.

• Portfolio page implemented.

As a user, I want to view my portfolio (a list of all the stocks I own along with their current values) so that I can review performance.

• Current values should be based on the latest price and quantity owned for a given stock.
• Each stock owned should only appear once.

As a user, I'd like to see the front color of stock symbols and current prices in my portfolio change dynamically to indicate performance.

• Display red when the current price is less than the day's open price.
• Display grey when the current price is equal to the day's open price.
• Display green when the current price is greater than the day's open price.

Future Improvements

Developer Improvements

• Addition of Redux to facilitate scalability of application
• Add React Unit Testing
• E2E testing with Cypress
• CI/CD pipeline using Travis CI

Product Features

• Sorting/Filtering options on Portfolio and Transactions
• Suggested Stocks to purchase, based on current trends
• D3.js graphics to display your portfolio over time

Get Started

• Fork this repo and git clone your fork.
• Install server and client dependencies with npm install.
• Get IEXToken(IEX)
• Create requisite .env files
• In ./server run npm run start-dev
• In ./client run npm run start

Example Environment Variables

server/.env

DB_USER=Mongo Atlas User
DB_USER_PWD=Mongo Atlas Passowrd
DB_CLUSTER=Mongo Atlas Cluster ID
SECRET=Secret for JWT signing

client/.env

REACT_APP_SERVER_URL=http://localhost:(your port or 3005)
REACT_APP_IEX_TOKEN=IEX Public Token
REACT_APP_IEX_TEXT=IEX Testing Token

Credits

React client bootstrapped with Create React App.