MyShare Portfolio Manager

See Demos

DESCRIPTION

• This website manages users' stock portfolios - showing holdings, lots, and sells.
  • It shows users the profit they have made from selling, and the value increase of their current holdings.
  • It also gives users access to live stock information of any symbol.
• The website is hosted locally by running as a Python Flask app.
• The Flask app hosts all the pages of the app, along with API endpoints used by the front end.
• Yahoo Finance APIs are used to get current stock information.

FILE INFO

• MyShareApi.py3 defines logic for API endpoints and hosts the website.

  • User information is gathered and stored by connecting to the MyShare database.
  • Live stock information is gathered from Yahoo Finance APIs.
  • Passwords are encrypted using passlib.hash.sha256_crypt before being inserted into the database.
  • The API is hosted on localhost port 1817.

• The database folder contains the MyShare database (SQLite) and the SQL used to create it. The database includes:

  • a Users table
  • a Holdings table
  • a PasswordReset table
  • a trigger which automatically removes password reset codes that are more than 5 minutes old
  • multiple indexes to make common queries more efficient

• The templates folder contains the HTML files for all front end webpages.

• The static/js folder contains the JavaScript files for all front end webpages.

• The static/css folder contains the CSS files for all front end webpages.

API FUNCTIONALITY

• For API information, including available endpoints, their functionality, and input/output formats, see MyShare API Documentation.
• For API error code information, see MyShare API Error Codes.pdf.

PROGRAM SETUP

• Download this repo and make sure python3 and pip3 are installed on your machine.
• Run PipInstalls.sh to make sure all required python dependencies are installed.
• To enable password recovery through email (optional):
  • Set up a Gmail account to be used as the MyShare system email (using a personal email is not reccomended, as security settings will need to be turned off).
  • Go to https://myaccount.google.com/lesssecureapps and turn "Allow less secure apps" on.
  • Put the account's email address as the ADMIN_EMAIL_ADDRESS value and the account's password as the ADMIN_EMAIL_PASSWORD value in lines 19 and 20 of MyShareApi.py3.
• Navigate to this directory and run the Flask app:

  $ python3 MyShareApi.py3

• Visit the MyShare home page http://localhost:1817/myshare/home

Symbol Lookup

Live Stock Prices

Holdings

Lots

Sell Lots

Create Account

Password Recovery

Login

Update Account Info