TradeWave

TradeWave is a real-time web application designed to help users manage and analyze their stock portfolios. Built with React and .NET Core, TradeWave provides real-time financial data, company information, and portfolio tracking, empowering users to make informed investment decisions.

Table of Contents

1. Features
2. Technologies Used
3. Installation and Setup
4. Project Structure
5. Usage
6. Future Enhancements
7. License

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Features

• Real-Time Financial Data: Access live financial data, including company profiles, income statements, balance sheets, and peer comparisons using the Financial Modeling Prep API.
• User Portfolio Management: Create, track, and manage stock portfolios with JWT-based user authentication.
• Sentiment Analysis on News: Retrieve the latest news related to a user's portfolio and analyze sentiment to determine market outlook (future enhancement).
• Risk Assessment and Diversification Tools: Assess portfolio risk and receive optimization suggestions based on modern portfolio theory (future enhancement).
• Secure Authentication: Ensure secure access through JWT security, allowing personalized tracking and portfolio management.

Technologies Used

• Frontend: React, JavaScript, HTML, CSS
• Backend: .NET Core, Entity Framework, REST API
• Database: SQL Server (for storing user and portfolio information)
• APIs: Financial Modeling Prep API (for financial data and analytics)
• Authentication: JSON Web Tokens (JWT)

Installation and Setup

Prerequisites

• Node.js and npm: Required for the React frontend.
• .NET Core SDK: Required for the backend API.
• SQL Server: Used for storing user and portfolio data.
• Financial Modeling Prep API Key: Sign up and obtain an API key from Financial Modeling Prep.

Steps

2. Backend Setup

   • Navigate to the backend folder:

     cd backend

   • Update the appsettings.json file with your SQL Server connection string and Financial Modeling Prep API key.
   • Run the .NET Core application:

     dotnet run

3. Frontend Setup

   • Navigate to the frontend folder:

     cd ../frontend

   • Install the dependencies:

     npm install

   • Start the React application:

     npm start

4. Access the Application

   • The frontend will run on http://localhost:3000, while the backend API will be available on http://localhost:5000.

Project Structure

TradeWave/
│
├── backend/                     # .NET Core API Backend
│   ├── Controllers/             # API controllers for handling requests
│   ├── Models/                  # Data models for the application
│   ├── Services/                # Business logic and external API integration
│   └── appsettings.json         # Configuration file
│
├── frontend/                    # React Frontend
│   ├── src/
│   │   ├── components/          # Reusable UI components
│   │   ├── services/            # API calls to the backend
│   │   └── pages/               # Main page components
│   └── .env                     # Environment variables for frontend
│
└── README.md                    # Project documentation

Usage

• User Authentication: Register or log in to access personalized portfolio management features.
• Add Stocks to Portfolio: Search for stocks by ticker symbol and add them to your portfolio.
• View Financial Data: Access real-time company data, income statements, balance sheets, and market trends.
• Analyze News Sentiment (Future): Get market sentiment analysis based on the latest news.
• Risk Assessment (Future): Assess the risk level of your portfolio and receive suggestions for diversification.

Future Enhancements

• Sentiment Analysis on News: Integrate sentiment analysis to provide users with insights into market trends and stock performance.
• Risk Assessment Tools: Implement portfolio risk assessment based on diversification and modern portfolio theory (MPT).
• Advanced User Analytics: Enable deeper insights and analytics for power users.

License

This project is licensed under the MIT License - see the LICENSE file for details.