One of our team members, Daniel, worked as a financial advisor and often needed to implement rebalances on satellite portfolios. This always involved breaking out a pen, paper, and calculator. "Surely there must be a better way" he thought.
What it does
Parity Portfolio is a tool to help rebalance portfolios. By inputting their current portfolio allocation and selecting one of the preset target portfolios, users can quickly see and read how much their portfolios have drifted. Parity Portfolio will also display trades to place per each of the four designated asset class.
How we built it
Challenges we ran into
Version control, merging, deploying to Heroku
Accomplishments that we're proud of
Team communication, delegation of duties, project scope, debuggin, app styling
What we learned
- Emily – SQLite, Flask
- Daniel – HTML, CSS, Bootstrap
What's next for Parity Portfolio
More UI improvements, allowing users to reload any of their prior portfolio data