Finn

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  Viewing your portfolio's past performance

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  Generating a new portfolio

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  Viewing stock info

Disclaimer

» Invite Finn to your Discord server!

Inspiration

In today’s environment, the importance of financial literacy is increasing exponentially. However, learning how to become financially responsible and more involved in managing one’s investments can be a daunting task for beginners. A large component of fostering one’s financial literacy is to better understand how to manage one’s assets and gain awareness of the financial markets. Such markets revolve around us and not only play a fundamental role in the global economy but also in our quotidian lives.

Acknowledging this, we wanted to make basic financial information readily available and conveniently accessible for everyone. Therefore, we decided to utilize the widely-popular messaging platform, Discord, to create a bot that makes it easy to obtain key financial information. It also creates portfolios through an algorithm that is personalized to your wants and needs. We believe that Finn, who helps people quickly access financial information and statistics, can fuel educated financial decisions and foster financial literacy.

What it does

Finn is a bot that seeks to provide a multitude of features to improve financial literacy and smoothen the learning curve that beginners may face coming into finance. By accessing the yFinance's python library, Finn can provide a wide range of key statistics that new or experienced investors may need when assessing whether to invest in a company. Finn can also help you plan and build a portfolio based on what you need! If you input a list of stock tickers, Finn will algorithmically produce a weighted portfolio of a specified type for your use.

How we built it

We built Finn with the idea of making financial knowledge more accessible to people of all investing backgrounds. Coding in Python, the main libraries we used were Discord.py, yfinance, and pandas. We wrote functions to perform each command and stored the responses in databases to conveniently access them across different servers.

Challenges we ran into

Although we had a clear idea of what we wanted to create, it was a challenge for us to implement databases in Finn’s operation. This became especially tricky when combined with the challenges of learning the Discord APIs which was a new process for many of our group members. However, thanks to the great amount of documentation, this became a great learning experience and a journey to remember.

Accomplishments that we're proud of

As students currently studying CS and Finance at the University of Waterloo, we’re proud of being able to apply what we learned in the classroom to real-life scenarios and help proliferate financial literacy through an accessible medium. Although there are still areas of improvement for Finn and more features that can be added, we are thrilled that we were able to code a fully-functioning Discord bot in 2 days which includes all of the features that we originally planned to have!

What we learned

The construction of Finn has taught us a plethora of great skills and applications. One key component that we learned was how we could interact and utilize different libraries and APIs to our advantage. For many of our group members, this was their first exposure to APIs. However, with collaboration and checking with documentation, we were able to expand our knowledge about the APIs and gain a deeper understanding of the Python language. Ultimately, we learned how to effectively search through online resources and cooperate as a team to foster learning and understanding.

What's next for Finn

While we are delighted that the creation of Finn was a success for us, there are various elements that would further drive the exceptionality, functionality and excitement of our Discord bot. In the future, we hope that Finn could be evolved to not just a bot on a single platform, but implemented into a website as well. Finn would also obtain additional features to create an incredibly well-rounded personal assistant. Such attributes would include expert tips for managing finances, a more detailed guide for beginner investors, providing up-to-date information and news on the financial market as well as important movement of stocks. Moreover, a globally accessible website will allow all types of individuals, not just Discord users, to enjoy Finn’s company while also having a cleaner and more convenient way to access his unique functions.

Built With

• apache
• cassandra
• datastax
• discord
• discord-slash-commands
• discord.py
• domain.com
• linode
• matplotlib
• numpy
• pandas
• python
• yfinance