A Smart Investment App made for Softwarica College of IT & E-Commerce, Coventry University

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Overview

The Smart Investment Application is a cutting-edge platform designed to empower users with the knowledge and insights necessary to optimize their investment strategies. Leveraging advanced technology, data analytics, and intelligent systems, this innovative application offers tailored investment recommendations, robust portfolio management tools, and real-time market analysis.

Key Features

• User Registration and Portfolio Management: Seamlessly register users and provide comprehensive portfolio management functionalities including login capabilities.

• Investment Dashboard: Access a dynamic dashboard providing a comprehensive overview of users' investment portfolios. Receive timely updates on investment opportunities, gains, and losses.

• Diverse Asset Classes: Support for a wide range of asset classes including bonds, mutual funds, stocks, SIPs, IPOs, FPOs, etc. Gain access to detailed information and research on each investment opportunity.

• Portfolio Tracking: Effortlessly add, edit, and remove investments or portfolios. Visualize portfolio performance through intuitive charts and graphs.

• Portfolio Rebalancing: Receive recommendations for portfolio rebalancing based on user-defined criteria to optimize investment strategies.

• Research and Analysis: Stay informed with market news, updates, and financial asset comparison. Investment recommendations are tailored to individual user preferences and goals.

• Goal Planning: Set and track financial goals such as retirement planning, saving for children's education, or purchasing a house.

• Portfolio Comparison: Compare portfolios based on various metrics including dividend yield, yearly returns, capital appreciation, and liquidity.

• Financial News and Insights: Stay up-to-date with the latest financial news and articles sourced from third-party news sites.

• Personalized Recommendations: Receive algorithm-driven investment recommendations based on user-specific financial criteria and goals.

• Stock Search and Sorting: Effortlessly search and sort through stocks and investment opportunities to make informed decisions.

• Watchlist: Create and manage watchlists to monitor specific stocks or assets of interest. Easily add or remove stocks from watchlists for tracking purposes.

• Wallet Management: Enable users to create and manage virtual wallets within the app. Users can add funds to their wallets for investment purposes.

• Funds Deposit: Allow users to deposit funds into their wallets securely using various payment methods.

• Demo Buy-Sell: Facilitate simulated buying and selling of assets using funds from the wallet. Users can practice investment strategies and learn without risking real money.

• Learning Mode: Provide a dedicated learning mode within the app, allowing users to explore features and functionalities in a risk-free environment.

• Financial Recommendations: Offer personalized financial recommendations specifically tailored to users' portfolios. These recommendations are based on data analytics and user-defined investment goals. (For learning purpose only)

Screenshots

Prerequisites

Before you start, make sure you have the following installed:

• Java: The mobile app requires JDK 20. Install JDK 20 from here Java JDK link.
• Gradle: The mobile app is developed using gradle 8.3. Build using gradle 8.3 in your system. Gradle releases.
• Flutter: The mobile app is developed using Flutter. Install Flutter by following the official installation guide.
• Node.js: The backend server is built with Node.js. Install Node.js from the official website.
• Android Studio or VS Code : To run the app on an Android emulator or device, you'll need Android Studio or VS Code with the Flutter plugin installed official website.
• Database: You'll need a MongoDB database system or MongoDB Atlas, to store user and financial data. Make sure you have 'paisa' database with 'users' collection official website.

TODO

• Roboust notification system.
• Code optimizations.
• Hive and offline fixes.

What Works?

• Login Screen (connected to MongoDB)

• Signup Screen & email verification (uses Google Mail Service service) (connected to MongoDB)

• OTP Screen (EMail OTP, uses Google Mail Service service)

• Password reset, user data and profile picture update.

• Live stock prices.

• Portfolio recommendation system (it's very basic).

• live nepse charts, and notification.

• Automatic loss gains calculations.

• Compare portfolio and suggest portfolio based on returns.

• live metals and oil prices.

• Live Nepse Index, turnover and pointchange data. (web socket)

• live commodities prices (vegetables for now).

• User authorization system.

• Proper navigation and routing.

• Account, portflio and watchlist deletion.

• live financial news and notification.

• Web socket for live notifications.

• Top gainers, loosers, transaction,volume and turnover data.

• AssetView, indetail View, asset related notifications.

• Portfolio, create portfolio, edit portfolio, delete portfolio, add asset to portfolio, edit and delete asset from portfolio.

• Watchlist, create watchlist, edit watchlist, delete watchlist, add asset to watchlist, edit and delete asset from watchlist.

• Wacc calculation, portfolio adjustment, asset news, asset advance candlestick chart (usages third party service).

• Portfolio detailed view, comparision and portfolio recommendation.

• Recommendation system (very basic) based on user goals.

• live NRB data like exchange rates and CD Ratios.

• Live International Market data like crypto, stock and currency market data.

• Technology Used

• Web Socket

• JSON

• Mongo DB

• Testing

• Web scarping

• Cloud deployment

• State management

• Clean architecture

• Hive for storage

• Repository concepts

Getting Started

1. Clone the repository:

git clone https://github.com/ST60002CEM/batch31a-surajrimal07