Stock Slate

The Inspiration...

• Started investing a year ago and read a few books that taught the basics and the ins and outs of the stock market
• Books recommended using a watchlist in excel to keep track of currently owned and potential stocks
• Would use the excel sheets to note down all of the important key statistics of the company
• This was one of the tools used to help make an investment decision into a stock
• Inputting the data for every stock is time consuming, without programming knowledge the price will not update automatically
• Hard to make easy side-by-side comparisons among the stocks

Target User

• A non-professional investor
• The end user is a retail investor and has taken the time to gain knowledge about the stock market
• Making initiative to invest in stocks and conducts research about the companies
• Do not have to be technical, hack is usable by a diverse group of people

The Hack

• Single paged web application built on the MEAN (Mongo, Express, Angular, Nodejs) stack, native experience with no refreshing
• Add watchlists to your "slate" which will contain similar stocks in the same industry
• Adding a stock to a watchlist will populate a table with key fundamentals of the company, grabbed from the Bloomberg API
• Sort stocks on each list by the different fundamentals
• Algorithmically generate Investor Scores (based on successful strategies used by Benjamin Graham, Warren Buffett, etc...) to easily evaluate stocks for investment potential
• When Investor Scores are applied, table metrics are updated to display the metrics the model investor uses in their analysis

Why it matters?

• The end user doesn't need to spend insane amounts of time populating their excel sheets
• Can use an application that is more user friendly, providers features that are investing focused
• Relative comparisons between stocks are useful and can easily sort the stocks by a certain metric
• Investor Scores are a powerful yet simple evaluation method that will help the investor make more informed decisions and view their potential picks through new perspective

Built With

• angular.js
• bloomberg
• css3
• html5
• mean-stack
• meanio
• node.js
• web