Inspiration
Taken from reading security analysis books and attempting to apply the concepts in a more practical sense with quantifiable means. This way we will be able to pick stocks based on a given investor's approach totally up to our preference. And for the ordinary layman this is a cyberpunk as instead of having to read the books they may find boring and lengthy, they have a way to already pick stocks based on the investor they like with explanations and transparency.
What it does
Our website offers 6 investors in a dashboard tab and the user can click on whichever they like which will display a list of top 15 us listed stocks with the highest matching scores for the given investor. For each stock we display the variables that are relevant to the investor and were thus used to calculate the score for the stock.
How we built it
Since we are making a website we integrated frontend flutter dart components with backend python scripts through a FastAPI to display the stock data to the user. In more detail, each investor has an individual function that pulls ticker data from a web sec API and variable data from the web yfinance API. We then use the respective variable data to calculate and assign a final matching score to the given ticker and sort out the tickers with the highest scores in the end to match the investing style of the chosen investor.
Challenges we ran into
The web APIs had quotas and didn't have certain data so it took a lot of troubleshooting to find the right feed with the data that we were looking for to make the calculations. Additionally, we embarked on testing out new frameworks like flutter instead of more mainstream options so it took some time to overcome the learning queues. All in all, the biggest challenge was getting everything we wanted implemented within the given time.
Accomplishments that we're proud of
Working effectively as a group, delegating tasks. Bringing a passionate idea into life. Meeting with friends and connecting with more like minded people.
What we learned
basics and similarities in new frameworks, for each team member different takeaways in our attempt to produce a meaningful product.
What's next for Finance copilot
The project itself has some room to grow so it may not be discontinued just yet. We have a couple of extra ideas that we didn't have time to fully deploy, such as allowing the user to input any common stock ticker and displaying a score for that given stock based on the investor the user selects.
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