Maintain and manage selected assets for each user, allowing multiple watchlists and providing portfolio analytics. You will be creating a React component using tanstack-table/ag-grid (preferably ag-grid) that shows the selected users watchlist in the table. This table will get the data from api/portfolio-data route. The user should be able to select which watchlist is displayed and then that data will be fetched and displayed. The watchlist that is selected will have a list of tickers that the user has put in that watchlist. These tickers are to be passed to api/portfolio-data and the PortfolioTable will present the results.
Tasks
Create Portfolio Table
[x] Create a table for portfolio management in the database.
Columns should include (will be returned from portfolio-data):
Ticker
Last close
Asset class
Sector
Mandelbrot Channel
Risk / Reward
Up/down ratio
humblSuggestion
This data will be available form a function in humblDATA from the api/portfolio-data route and it will be returned as a JSON object.
Implement Unique Portfolios Per User
[x] Ensure the portfolio is unique to each user, and that they only have access to their watchlists, not other users.
[x] Allow users to have various tickers in their watchlists shown on the table.
Set Up Preloaded Watchlists for Premium and Power Users
[ ] Preload 1 watchlist for premium and 2 for power users.
[ ] Allow users to choose which watchlists to preload.
Notes
This task is linked to #28, please take a look to see what the portfolio should look like (basic)
Main Goal
api/portfolio-data
route. The user should be able to select which watchlist is displayed and then that data will be fetched and displayed. The watchlist that is selected will have a list of tickers that the user has put in that watchlist. These tickers are to be passed toapi/portfolio-data
and thePortfolioTable
will present the results.Tasks
Create Portfolio Table
portfolio-data
):humblDATA
from theapi/portfolio-data
route and it will be returned as a JSON object.Implement Unique Portfolios Per User
Set Up Preloaded Watchlists for Premium and Power Users
Notes