Vision Document - RIT-BTP/FMA-Website GitHub Wiki

Project Overview

We are creating a website for FMA (Financial Management Association) to view, display, and track their portfolio. The site will track the value of their stocks and provide analytical charts and graphs. Summary information about the portfolio will also be available on the website for the general public to view and learn about the club.

Who Will Use It?

Our users will be the members of the Financial Management Association (FMA) club at RIT. RIT’s financial department gave the club $50,000 to invest in the companies of their choosing back in 2010, and since then the club has seen a 500% return for their portfolio. The club has 50 members and an E-board of 13 members.

How Will They Use It?

The club currently relies on a master excel spreadsheet - with this they do not have the ability to easily visualize long-term stock trends, compare financial ratios, or make decisions on real time data within the sheet. Our plan is to utilize a database and develop solutions to these problems.

There will be a home page open to the general public that will display the current position of the portfolio. For additional information the user will have to login in to the SAML portal. After logging in they will be able to view portfolio breakdowns as well as other features such as search ability. Only E-Board members who have access to the fma user account will have the ability to ‘buy’ (insert into the database) more stock through the website, ‘sell’ (delete from the database) or update any current info in the database that might be off.

Website Users

There are four types of users of the website.

  • General Public
  • RIT students, faculty, and staff
  • FMA club members
  • FMA leadership

Authentication

Authentication will be implemented using SAML, RIT’s authentication system. RIT students and faculty will be able to access the website using their RIT username and password. There will be three levels of access to the website:

  • General Public: Home, About
  • RIT credentials: Portfolio, Interactive Analytics
  • Administrator: Updating and deleting privileges (reserved for the FMA account)

Home Page

  • Indices with the percentage change next to them.
    • Dropdown menu to view dollar change instead of percentage change. Looks like the wsj.com top banner.
  • Portfolio value
    • Compare against the closing value from the previous day, previous week, and previous year.
  • Charts of the equity sectors and asset breakdown
    • Sectors should be standardized sectors like GICS or the ones available on Yahoo Finance.
  • Line or bar chart comparing the portfolios overall performance to the S&P 500.

Portfolio Analysis

The portfolio page of the website will show the stock’s in FMA’s portfolio and the price they were purchased at compared to the current market price. This page will have a summary of the portfolio’s value and how it’s value has changed over time. We will also analyze the portfolio with the Sortino and Sharpe ratios, measures of portfolio risk, for FMA’s portfolio.

Technical Specs

  • Postgres 11
  • Python 3.7
  • For python packages see requirements.txt
  • Red Hat Enterprise Linux Server release 7.7 (Maipo)
  • Jinja2 Templating
  • JS CDN package https://www.chartjs.org

Contact Information

Ansel Noe

[email protected]

202-415-5887