490_Project
Trading with a Budget – Help Page
Overview This program allows you to create an account and complete a questionnaire. The questionnaire will ask you finance related questions to determine your investing style. After taking the questionnaire, you will be given a score that will place you in a category. From there you can go to the User Page to look up stocks, charts, and view your recommended stocks based on your quiz score. This program also features a budgeting tool that allows you to enter your income and expenses to determine how much money you bring in and how much is going out. You can also set a savings goal and frequently update your information to see how much progress you've made.
Sign Up Page When creating an account, you must enter your first name, last name, email and password. Simply click the Sign Up button to confirm your account. Your email will be your username when logging in.
Login Page To login, simply enter your email and password you used when signing up for an account. If you do not remember your password, click “Forgot Password” above the Login button. This will take you to a page that will let you enter your email to receive a code to change your password. If you do not see an email in your Inbox, please check your Spam folder. Copy the code in the email and click Continue in order to update your password.
Quiz This quiz contains 11 questions. Use the Back button to go to the previous question. Use the Next button to go to the next question. You will be taken to the login screen at the end of the quiz. This quiz will determine your investing style such as your risk tolerance. After taking this quiz, you will receive personalized stocks based on your quiz score. These stocks are updated throughout the day and are taken from Yahoo Finance! and Finviz.com
Trading with a Budget Chart Page Within the “Enter Symbol” text field, type a known stock symbol and click the “Submit” button. The chart and relevant data will be displayed. Below the stock summary, the buttons “Expand”, and “Collapse” are shown. These buttons will display the full summary or reduce the company profile to an abbreviated summary, respectively.
Indices The major indices will be shown after the “Refresh” button is clicked. The “Indices” table will update only after the user clicks the “Refresh” button and will not update automatically. Top Stocks The “Top Stocks” table shows eight stocks most relevant to the logged in user. These stocks are evaluated based off the user’s quiz results. The “Refresh” button will update the list; one or more stocks will be replaced. The “More” button will direct the user to the “Stonks Page” – See Stonks Page. Account Settings Account Settings page gives the logged in user the ability to change or update their data – See Account Settings Page. What If Tool The “What If Tool” Button will direct the user to a page displaying various input fields for research – See What if Tool Page. Cash Flow Calculates the user’s monthly income and expenses – See Account Settings Page. Money Saved Shows the amount of money saved towards the user goal with progress bar – See Account Settings Page.
Stonks Page The Stonks Page shows the Top Gainers, Top Losers, User Preferences, and Volume Leaders. Each heading displays the top ten stocks with the stock’s symbol, company name, and respective percentage gain or loss. The User Preferences table is an iteration of what is shown on the Top Stocks table from the Trading with a Budget Page.
Account Settings Page Account Settings page gives the logged in user the ability to change their password, personal information (first name, last name, email address), retake the quiz, or delete their account. The “Budget Info” page allows the user to input respective monthly income and expenses. “Profits/Loses” will update any gains or lose incurred with stock trades within the Cash Flow and Money Saved tables.
What If Page The What If Page allows the user to input a stock symbol. Fields to the right will display the Current Price. Additional input values give the user the ability to enter the number of shares one would like to purchase and a price target for the stock. Once those values are Submitted, the remaining fields will show the Cost to purchase the number of shares and the percentage with the recorded target price. Below, a table shows relative percentage increments from the current share price. Much like using standard deviations or Fibonacci ratios, a user can choose a percentage of risk that a stock may experience and perform the appropriate trade once that condition occurs.