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PROJECT #2 - Portfolio Manager/Tracker

Project Overview

The Overview of this project was to create a simple portfolio manager for users to track and manage information about their favourite stocks or current assets and be able to keep an eye on information for media sources.

TECHNOLOGIES & RESOURCES USED

  • Ruby & Ruby on Rails
  • Jquery
  • AJAX & Javascript
  • Alpha Vantage Stocks API
  • Chartkick & Chart.js
  • News API
  • Twitter Bootstrap

CORE REQUIREMENTS

The Core requirements set out for this project where the following:

  • Models. A minimum of 3 models with appropriate associations.
  • Views. Use partial views to avoid DRY practices.
  • Handles invalid data. Appropriate form handlers to validate data or notify users of invalid data.
  • Use Gems Include Ruby Gems that utilise API Calls.
  • User Login. Basic User Authentication

PLANNING & DELIVERABLES

  • Scope - AIM: The aim of the project was to build a simple portfolio and stock tracker for the user. Features: Stock API Call for live data, portfolio customisation, news article search and save for user to re-read, time-series graphs. Implementation Period: 2 Weeks

CHALLENGE ADD-ONS (Achieved)

  • Front-end Framework. Using Twitter Bootstrap for Navigation and Footer styling.

PROBLEMS FACED

  • Single Page Application Bias - Throughout some of the earlier days i had kept thinking of this project as a single page app and did not put enough consideration to the routing and ways that each page will link which could have improved my workflow.
  • Wireframing to development - After wireframing my idea i had not realised the how complex some of the associations and tasks i had set out to were going to be, and due to this i feel that i did not achieve my initial goals.
  • JQUERY Framework Conflicts - due to the use of Twitter Bootstrap and the additional complexity of Chartkick, the charts were not displaying correctly hence were removed.
  • Lack of knowledge with user models - I feel i did not have a good enough understanding of users/sessions to be able to associate them correctly to the portfolios.

FURTHER IMPROVEMENTS

  • Implement live charts into dashboard view.
  • Implement correct association for news and stocks
  • Implement correct association for users and portfolios
  • Implement autocomplete forms for news and stocks search

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