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IS480 Team wiki: 2016T1 Charlies-Angels-Scope

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Charlies Angels Home.png  HOME

 

Charlies Angels About Us.png  ABOUT US

 

Charlies Angels Project Overview.png  PROJECT OVERVIEW

 

Charlies Angels Project Management.png  PROJECT MANAGEMENT

 

Charlies Angels Project Documentation.png  DOCUMENTATION

 
X-Factor Project Description & Motivation Algorithm Charlies Angels Current Stage.png Scope Architecture & Technologies
Charlies Angels Project Scope.png
Version 1
Version 2
Version 3
Version 4
Charlie's Angels Project Scope
S/N Functionality Description Mockup Pages [Refer to Wireframes]
1. Account Management A) Registration
B) Login/Logout
C) Tokenization
1. Account Management (Login)
2. Account Management (Register)
2. Homepage UI A) Develop user interface for the website homepage
B) Develop API to retrieve information on Straits Time Index (STI) & top market movers
1. Home Page (Excluding News)
3. Automated StockBook Database A) Automate daily update of all stocks in database at a specific time N.A
4. Search & Display Stock Information A) Search for one or more stock on search bar by stock symbol or stock name
B) Auto-complete search based on user's input
C) Populate list of search results
D) Display stock's fundamental information
E) Display stock's financial information
1. Search for Stock
2. Search for Stock Results
3. Search for Stock Results Word
4. Stock Information Overview
5. Stock Information Valuation
6. Stock Information Financials
7. Stock Information Dividends
8. Stock Information About
9. Stock Information Financial Statements
5. iStockTrade A) Create new transaction function to buy/sell at Stock Information page
B) Create new transaction function to buy/sell at Search for Stock Results page
C) Create or delete portfolio
D) Add to portfolio or delete from portfolio based on buy/sell transaction
1. Stock Information Buy/Sell
6. StockBook Portfolio Stocks A) Create or delete a portfolio
B) Display list of stocks in user's portfolio
C) Display fundamental stock information of each user's stock in his/her portfolio
D) Integrate with iStockTrade - Create new transaction to buy/sell for each stock
E) Download portfolio as a PDF file (Summary + Each Stock in the portfolio)
1. StockBookPortfolio Stocks
2. StockBookPortfolio Stocks Stock A (including all the tabs)
3. StockBookPortfolio Stocks Stock A (Buy/Sell)
7. StockBook Portfolio Summary A) Display summary of each user's portfolio
B) Display performance benchmark for a user's portfolio
C) Display portfolio benchmark and benchmark against STI for a user's portfolio
D) Display summary of transaction history for a user's portfolio
E) Download portfolio as a PDF file (Summary + Each Stock in the portfolio)
1. StockBookPortfolio Summary (Performance)
2. StockBookPortfolio Summary (STI Benchmark)
3. StockBookPortfolio Summary (Transaction History)
4. [PDF] StockBookPortfolio Summary
5. [PDF] StockBookPortfolio Stocks
8. StockBook Dashboard A) Display summary of all of a user's portfolio
B) Display performance benchmark for all of a user's portfolio
C) Display portfolio breakdown and benchmark against STI for all of a user's portfolio
D) Display summary of transaction history for all of a user's portfolio
1. StockBookPortfolio Dashboard (Performance)
2. StockBookPortfolio Dashboard (STI Benchmark)
3. StockBookPortfolio Dashboard (Transaction History)
9. StockBook Robot Advisor A) Integrate with StockBookPortfolio Summary & StockBookPortfolio Stocks - Allow user to determine his personal assets allocation
B) Integrate with StockBookPortfolio Summary - Summary write-up of quality of user's stocks by using STI index as a benchmark for user's portfolio
C) Integrate with StockBookPortfolio Summary - Compare user's portfolio value against his net worth and market allocation model for a user's portfolio
D) Integrate with StockBookPortfolio Summary - Provide user feedback to improve performance and/or to reduce risks for a user's portfolio
E) Integrate with StockBookPortfolio Stocks - Summary write-up of quality of user's stocks by using STI index as a benchmark for each stock in a user's portfolio
1. StockBookPortfolio Summary Asset Allocation Settings
2. StockBookPortfolio Summary (Robot Advisor)
3. StockBookPortfolio Stocks Stock A (Analyze)
10. StockBook Analysis A) Generate an Excel report of user's portfolio and display of fundamental information as well as portfolio average for certain terminologies (as stated in requirements)
B) Integrate with StockBookPortfolio Summary & StockBookPortfolio Stocks - Download portfolio as an Excel spreadsheet for further analysis
1. [Excel] StockBookAnalysis
11. iStockWatchList A) Integrate with Search & Display Stock Information - Include add to watchlist function at Stock Information Page
B) Integrate with Search & Display Stock Information - Include add to watchlist function at Search for Stock Results page
C) Integrate with iStockTrade - Include create new transaction to buy stock and add to certain portfolio(s)
D) Create or delete a watchlist
E) Display key stock information of the watchlist
F) Add or remove stock from a watchlist
G) Allow user to set criteria for alert of each stock in the watchlist
H) Able to turn alert feature on/off
1. iStockWatchList
2. iStockWatchList Add Transaction
12. StockBook Div Tracker A) Search dividends for one or more stocks on search bar by stock symbol or stock name
B) Display comparison of each stock's dividend history (if more than one stock is searched)
C) Display each stock's dividend history and latest dividend details
D) Download dividend history of all the searched stocks as a PDF file
1. StockBookDivTracker Search
2. StockBookDivTracker Search Results
3. StockBookDivTracker Uncollapse Individual Stock Dividend
13. StockBook News A) Integrate with Homepage UI - Display latest news at Homepage
B) Integrate with Search & Display Stock Information - Display latest news of stocks at Stock Information page
C) Integrate with Portfolio Stocks - Display latest news of stocks in a user's portfolio at StockBookPortfolio Stock page
D) Integrate with StockBookPortfolio Stocks - Display latest news of each stock in the PDF
E) Search news for one or more stocks on search bar by stock symbol or stock name
F) Display latest news of searched stocks
G) Display summary bar of latest news
1. Stock Information News
2. StockBookNews Search
3. StockBookNews Search Results
14. StockBook Alert A) Integrate with StockBookPortfolio Stocks - Add to alert function at StockBookPortfolio Stocks page
B) Allow user to set the criteria for alert for each individual stock or for the entire portfolio; criteria can be set for price, volume traded, news, and corporate action
C) Able to turn alert feature on/off
D) Send an email alert when criteria for stocks alert are met
E) Integrate with iStockWatchList - Send an email alert when criteria for watchlist alert are met
1. StockBookAlert
2. StockBookAlert Settings (On)
3. StockBookAlert Individual (On)
4. StockBookAlert Add to Individual (+)
5. StockBookAlert Checked Stock to Add
6. StockBookAlert Alert when Price Changes (On)
15. StockBook CDP Import A) Allowing users to import their CDP statements that they have obtained from SGX into our application
B) The import of rows (stocks) would be converted and added to the user's portfolio
C) Utilising these information for portfolio calculations
N.A
16. User Help Display A) Integrate with previous functionalities - Display "!" as helper/tooltip to explain technical jargons or calculations N.A