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Features and Requirements

Graphing Functionality

- Graphical representation of real-time stock updates via a database
- Graphical representation of historical stock data saved to a database

Backtesting

- Integration with database containing historical stock data
- Creating functionality for algorithms to run on batch data instead of real time data
- Store incoming live data into historical database

User Interface

- Design simplified mobile interface with functionality only to buy/sell/view stocks/simulations
- Create functionality to alter account settings, backtest, work with stocks, and display stock data from webpage
- Create ability to view other account holdings in the same Group as user on mobile/website

Simulation Mode

- Create method to store/update simulated account value
- Create method to store/display this values changes over time

Display Live Stock Data

- Integrate with Alpha Vantage API to track live stocks of user’s choosing
- Offer settings on how frequently to display

Automated Trading Bot

- Trading done automatically via algorithms written in Python, with optional manual adjustments
- Make trades through integration with QuantConnect

S&P 500 Algorithm

- Create function to find and track all S&P 500 members stock values and market capitalization
- Create a function to allocate portions of invested money according to stock value and market cap. parameters

Long Term Trading

- Categorize stocks/bonds/ETFs into categories based on risk
- Present user with ability to pick desired date to pull money
- Create function to alter risk level of investments automatically over time as risk strategy changes

Day Trading

- Create algorithm to display stocks with the largest percent growth during current trading session
- Offer users ability to put money into certain stocks that meet the parameters they define
- Offer ability for users to quickly dump their holdings in certain stock

View Invitations

- Grant user the option to enter the account ID of other users they wish to share their portfolio data with
- Create automated email that gets sent when user selects this option
- Add the linked user’s portfolio information to their dashboard

Create Groups of View Invitations

- Create ability for invitations to be sent out to large quantities of other users
- Create unique display for comparison between other group members holdings/balances