InvestSavvy

InvestSavvy - A Stock Market Porfolio Optimization website
CoC Inheritance 2023 || Web Architects

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Table of Contents

• Description
• Links
• Tech Stack
• Progress
• Future Scope
• Applications
• Project Setup
• Usage
• Team Members
• Mentors
• Screenshots

📝Description

This project provides a comprehensive guidance to the user by providing them insights into potential return, Sharpe ratio and Volatility ratio of their preferred stocks within a specified time period. This tool would assist user in making wise decisions by investing into right tickers at right time and build their assests.

Key Features:

1. Portfolio Optimization: The main aim is to display the Sharpe , Volatility ratio of the input tickers and displaying the weights of the tickers.

2. Company's Stock Price: Before thinking to invest, a user can get enlightened about a particular company's stock history of past 5 years, by merely typing the comapny symbol name in the search bar.

3. Latest News: For better convenience, our platform also facilitates latest and trending finance, business news, helping users take wise decisions.

4. Financial terms: Along with all these, the platform offers a slideshow of images related to investment advice, schemes and financial literacy.

🔗Links

• GitHub Repository

• Drive Link to Screenshots of your project

🤖Tech-Stack

CLient (Front-end)

• 

• 

• CSS

Server (Back-end)

• 

• 

• 

• 

Database

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📈Progress

All the fully implemented features:

• Company's Stock price: Typing the symbol name of the company in the search bar and fetching the details.

• Latest News: Once the user is logged in, the home page displays the latest news.

• Financial Terms: Once the user is logged in, the slideshow begins and on hovering, the images enlarges, providing convenience to users.

All the partially implemented features:

• Once the user is logged in, he/she nedds to fill the form, to get the output.

🔮Future Scope

• To provide information of all different investments option available with different risk factors and probable returns on principal amount.

💸Applications

If one wants to invest in stock market, they can get details of that company as well as analyze that stock so that they can invest in a right manner.

🛠Project Setup

For Web-App

1. Clone the GitHub repo:

git clone git@github.com:druhi021204/InvestSavvy.git

2. Enter into client directory, and type the following command to install all the dependencies:

cd client
npm install
npm start

3. To start the backend server:

  
  cd server
  npm install
  nodemon server.js   

💻Usage

User needs to signup/login (if not a previous user) by providing their credentials, and setup a secure password.With this one can access all features on home page.

• Financial terms: As soon as the page opens after login/signup, one can view the slideshow to enhance knowledge.

• Portfolio-Optimization: With the button right below slideshow, 'LET'S BEGIN', one can get potential return on interested stocs.

• Comapny's Stock Price: Moving further, one can enter the symbol of share holding company and get record for past 5 years.

• Latest Financial News: Last but not least, towards the end, latest financial and business news wil made be seen.

👨‍💻Team Members

• Our team and their contact information

• Druhi Phutane: druhiphutane@gmail.com

• Siddhi Parekh: shparekh25@gmail.com

• Purab Tamboli: purabrtamboli97@gmail.com

• Nishat Patil: nishatpatil902@gmail.com

👨‍🏫Mentors

• Our Mentors and Their contact information

• Rohan Fatehchandka: rohanfatehchandka@gmail.com

• Arnav Zutshi: arnzut1324@gmail.com

📱Screenshots

• A glimpse of our project