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TODO.md

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#Timeline

  • Wednesday

    • I (Matt) am updating all .csv files to match current then will load them into the sql db so we can use
    • for testing
    • Also updating exp.py and loader.py to contain updated table names

  • Thursday 4/4

    • all sql tables functioning

  • Friday 4/5

    • Matt: I am going to work on script that will use command line prompts (which will later be replaced
    • by the front-end) to: fill new user info in the db,
    • fill new strategy criteria in the db, calculate trades and portfolio values (run backtest)

  • Monday 4/8

    • meeting scheduled w/ Hahn for that Thursday/Friday (this is when we show off the project for grading)
    • have the session cookie update at login
    • add functionality to create indicator references
    • pull down menu for tying a indicator to a strategy
    • Matt: fill out queries/explanation.md with concise descriptions of the functionality of each query

  • Tuesday 4/9

    • Basic Flask app running, not w/ all functionalities
    • Templates for all pages made
    • CSS interfaced properly

  • Wednesday 4/10

    • Vast majority of flask functioning

  • Thursday 4/11

    • Finetuning and polishing

  • Friday 4/12

    • Everything done

#TO DO

Queries

  • calculating MVA

    • 5 and 10
    • either pl-sql or python script

  • create a portfolio for every day in the interval

    • either pl-sql or python script

CSV Files

While it's not absolutely necessary, it'd be nice for testing purposes

  • trades
  • portfolio
  • security state

Improvements

  • Require only a security symbol to upload query_data

Web Front End

*Everything…

Done

Testing

  • Drop all the old tables
  • Make them all
  • Fix everything where there's an error