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II: Server-Side (Momentum)

Who uses it

Clients intersted in learning about the 'momentum', the diffrence in return over a set period of time, of certain securities to reveal a potentially profitable investment opprotunity.

What outputs do they need

Ticker-symbol of the holding(s) with strongest preformance over a set time period.

What inputs are needed to generate those outputs

Three ticker-symbols and time horizon.

A list of technologies that you plan to use

Node.js, Jquery, Bootstrap, and will include:

"body-parser": "^1.13.3",
"cookie-parser": "^1.3.5",
"debug": "~2.2.0",
"ejs": "^2.3.4",
"express": "^4.13.3",
"knex": "^0.9.0",
"locus": "^1.2.0",
"method-override": "^2.3.5",
"morgan": "^1.6.1",
"pg": "^4.4.3",
"serve-favicon": "^2.3.0"

A well-defined and written-out feature list

Sign-in/Sign-out:
Client will be able to log-in using their Yahoo, Linkedin, and Google profiles

Profile Edit:
Client will be able to edit their profiles (change name, address, company, phone number, add photo) and change the settings (remove portfolios, change global market ticker, and delete their account)

Stock look-up and save:
Using Markit api client will be able to look-up, select particular securities, and save these to their profile

Main Feature - Comparison:
Compare three ticker symbols return for a specific time period (provided by yahoo finance)

Chart (Stretch):
Client profile will display comparison chart of selected tickers vs SPY

Wire Frame Layouts

Homepage

User learns about concept of Momentum
User can login via a form or LinkedIn etc.
User now sees the dashboard page

![wireframe](public/images/Screen Shot 2016-01-08 at 11.44.54 AM.png)

Dashboard

User can input 3 ticker symbols
User can press a button to see info about that ticker
User presses a button “start” or “go” or “process” etc.

Website returns the percentage returns of each of the 3 tickers and the best return is highlighted and a chart is populated with the returns of the 3 tickers

User can store their chosen tickers

![wireframe](public/images/Screen Shot 2016-01-08 at 11.50.19 AM.png)

User Profile Dropdown

User can update their profile

![wireframe](public/images/Screen Shot 2016-01-08 at 11.50.36 AM.png)