Features
Strategies
- Buy strategy
- Sell strategy
Monitor investments
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Track changes from baseline (benchmark index):
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Detect large changes
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Notify user
- Via notification bar
- Via ambiental signal (light colors, sound, …)
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Option to bundle notifications (max every N minutes, N hours)
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Direct button from stock view to trading site or app
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Search for opportunities
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Set at regular intervals (daily or weekly or monthly)
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Equity screener
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Filter by
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Technical indicator
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Fundamental indicator
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Over time interval
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Within time period
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Notify
- directly on phone
- via email
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Fusion of redundant opportunities
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Present to user
- keep track of what information user sees, to avoid presenting same info twice
- show criteria that triggered notification
- deep dive information about investment
— visualize single values with or without a range
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visualize timeseries data
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visualize distributions
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Promote to next level in pipeline (to be fleshed out)
Frontend (MVP)
- Mobile-first, written in React Native
- Multi-platform : support for iOS and Android devices
Backend (phase 2)
- Event source, persists stream of changes
- Events are transferred in batch (https), but design for real-time transfer (websocket)
- Backup of mobile-first app
- Look at Firebase and other options
- Must be ready for realtime operations
- Persist based on unique device ID, no need to log in
Business model
- Free app
- Pay-per-use after 1 month, sliding scale from $10/year to infinity “If you are not paying for a product, you are the product” “We don’t sell your personal data, ever We don’t need to design an app so that it maximizes views and ad revenues You pay based on the value you find in this app”
Rule of thumb: yearly contribution = 0.1% of managed assets Start with the slider at that value
Design details
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Functions to transform JSON payloads into model additions
- Each one associated with API endpoint
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Source organization
- Core / engine
- Data sources
- UI
Data sources
Need:
- Stream of fundamentals data
- Stream of company events
If not available in the market, reach out to small data companies ans see if they could provide
Misc
SimFin
https://www.simfin.com/en/fundamental-data-download/
IEX Cloud
https://iexcloud.io/core-data/
Polygon.io
Finnhub
Intrinio
Google Finance
API-based brokers
Alpaca
TD Ameritrade
Interactive Brokers
Tradier
Roth IRA No refresh token?
Tech stack
Backend in Go
https://polygon.io/blog/case-study-algorithmict-trading-with-go/
UI
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Streamlit: https://www.streamlit.io
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JS + components: https://github.com/polygon-io/tradingview-adapter
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Graphics / diagrams: https://modeling-languages.com/javascript-drawing-libraries-diagrams/