search

acrodemocide / web.portfolio-analyzer

This is a React front-end for helping a user compare different asset portfolios and asset classes in various economic environments using historical and current stock data.
0 stars 1 forks source link

Create page for building a portfolio and choosing a benchmark to compare against. #9

Closed acrodemocide closed 1 year ago

acrodemocide commented 1 year ago

We want a page where the user can go in and build up a portfolio of stocks and select a benchmark and a timeline to compare those stocks. A link to the page should appear in the drawer on the left of the application. We'll also want to include a strategy (i.e.: buy and hold, tactical rebalancing, top companies in an index, etc).

Acceptance Criteria 1- A basic page is created that allows the user to build a portfolio of stocks and select a timeline over which to compare. 2- The user should be able to choose a benchmark (i.e.; S&P 500) to compare against 3- The user should be able to push a button that will show a detailed graph comparing the chosen benchmark to his portfolio. 4- The user can choose a strategy on how the portfolio is managed over time.

acrodemocide commented 1 year ago

Let's just use the dashboard page to add the controls to. This already serves that purpose; let's just update it to serve what we're trying to do.

acrodemocide commented 1 year ago

I've decided to leave the dashboard as is. We'll update that later, so for now, we'll just have a single page for creating the portfolio.