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An investment portfolio application where users can buy and sell stocks with dashboard and trade advice

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Citi Tradex

DESCRIPTION

The project aims to provide an easy to use interface for a user to place buy and sell trade orders. Citi Tradex is an easy to use investment portfolio application that allows users to:

  • Perform Trade Operations -- Buy/Sell/View history
  • Provide Trade suggestions to novice traders
  • Use Trade visualisations to convey better idea of Trade History
  • Create a Real Life Trade Scenario using dummy status fillers

SOFTWARES AND DEVOP TOOLS USED

  • Visual Studio Code
  • Eclipse
  • Openshift
  • Jenkins

LANGUAGE USED

  • Java
  • MySQL
  • HTML,CSS,JS
  • Angular

ARCHITECTURE DIAGRAM

alt text

TRADE REST API

  • A trade REST API based on MVC is created to establish database connection to MySQL
  • The REST API has entity, service, repository and controller packages
  • The entity package defines a stock class with the parameters - id, stockTicker, stockName, price, volume, buyOrSell, statusCodeCity, date_Time
  • The controller class holds the mapping for the CRUD operations
  • The repository classes have classes which hold the SQL queries with their execution using JDBC Template
  • The database connection properties are defined in properties file inside main/resources
  • Code has been tested with JUnit
  • Swagger Auto-generated UI is used

TRADE DB

  • Trade DB was configured using MySQL and h2 was used for testing
  • The DB structure is elaborated in "DATABASE STRUCTURE"

FRONT END

  • Front End was configured using HTML, CSS, Angular
  • For each component, a seperate package is created having ts,html,css files
  • Routes are configured based on controller mappings in app-routing.module.ts

EXTERNAL SERVICES

  • For features like live price service, trade advisor and news, external services hosted on AWS are invoked
  • These are mapped to our application by using url mappings
  • These features are explained more in FEATURES section

DATABASE STRUCTURE

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  • The database has the same fields as the entity class with the same datatypes

CODE COVERAGE AND SWAGGER PAGE

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  • Coverage of 91% was obtained - testing was done with Junit

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  • To verify the CRUD operations, Swagger UI was configured

JENKINS AND OPENSHIFT DEPLOYMENT

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  • This shows the Jenkins pipeline created for our application where the steps are testing, build, container creation, deploying to openshift

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  • This shows three services hosted on OpenShift - REST API, SQL database and Dummy Trade Filler Service
  • Dummy Trade Filler Service is a mock Stock exchange hosted on OpenShift where the user's stock order is recovered and status of the order is sent back.

FEATURES

  • The features added in this investment portfolio are listed in this diagram:
    • Login page with static login credentials
    • The home page has all the features that has been developed
    • The first feature is to place a new order which contacts the dummy trade service for the status
    • View trading history which has all the stocks bought
    • Trade advice and trade price which contacts AWS services to print the advice and price
    • Analytics Dashboard which holds charts and insights
    • PNL perctange for a stock bought

alt text

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  • Example image of a feature where a ticker is chosen which prints the advice as well as the price alt text

  • Home page UI alt text

EXECUTION

  • REST API can be built as a SpringBootApplication on any IDE after configuring the ports, databases and url mappings. Swagger UI page can be used to check CRUD operations.
  • Angular UI (can be found on the feature branch frontend) can also be built after connecting to the REST API and other external services, ports and url mappings.

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An investment portfolio application where users can buy and sell stocks with dashboard and trade advice

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