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A portfolio management website made with Python, Flask, SQLite, Javascript, HTML, CSS, and Yahoo Finance APIs

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MyShare Portfolio Manager

DESCRIPTION

  • This website manages users' stock portfolios - showing holdings, lots, and sells.
    • It shows users the profit they have made from selling, and the value increase of their current holdings.
    • It also gives users access to live stock information of any symbol.
  • The website is hosted locally by running as a Python Flask app.
  • The Flask app hosts all the pages of the app, along with API endpoints used by the front end.
  • Yahoo Finance APIs are used to get current stock information.

FILE INFO

  • MyShareApi.py3 defines logic for API endpoints and hosts the website.

    • User information is gathered and stored by connecting to the MyShare database.
    • Live stock information is gathered from Yahoo Finance APIs.
    • Passwords are encrypted using passlib.hash.sha256_crypt before being inserted into the database.
    • The API is hosted on localhost port 1817.
  • The database folder contains the MyShare database (SQLite) and the SQL used to create it. The database includes:

    • a Users table
    • a Holdings table
    • a PasswordReset table
    • a trigger which automatically removes password reset codes that are more than 5 minutes old
    • multiple indexes to make common queries more efficient
  • The templates folder contains the HTML files for all front end webpages.

  • The static/js folder contains the JavaScript files for all front end webpages.

  • The static/css folder contains the CSS files for all front end webpages.


API FUNCTIONALITY


PROGRAM SETUP

  • Download this repo and make sure python3 and pip3 are installed on your machine.
  • Run PipInstalls.sh to make sure all required python dependencies are installed.
  • To enable password recovery through email (optional):
    • Set up a Gmail account to be used as the MyShare system email (using a personal email is not reccomended, as security settings will need to be turned off).
    • Go to https://myaccount.google.com/lesssecureapps and turn "Allow less secure apps" on.
    • Put the account's email address as the ADMIN_EMAIL_ADDRESS value and the account's password as the ADMIN_EMAIL_PASSWORD value in lines 19 and 20 of MyShareApi.py3.
  • Navigate to this directory and run the Flask app:

    $ python3 MyShareApi.py3

  • Visit the MyShare home page http:https://localhost:1817/myshare/home



Symbol Lookup

Symbol Lookup

Live Stock Prices

Live Stock Prices

Holdings

Holdings

Lots

Lots

Sell Lots

Sell Lots

Create Account

Create Account

Password Recovery

Password Recovery

Login

Login

Update Account Info

Update Account Info

About

A portfolio management website made with Python, Flask, SQLite, Javascript, HTML, CSS, and Yahoo Finance APIs

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