Financial Setup Simulator

A web application that simulates financial market trade setups, developed as my final project for the CS50x course.

Video Demo

https://www.youtube.com/watch?v=BCfI9axqTiU

Table of Contents

• General Info
• Technologies
• Setup

General Info

This web app serves as a financial market trade setup simulator and was created as the final project for the CS50x course. It is a Flask-based application with two primary pages:

1. An input page for collecting user data.
2. An output page for displaying simulation results.

The simulator operates using custom setups and various market scenarios, allowing users to experiment with different trading strategies.

Input Page

The input page is divided into three sections:

1. Stock Selection:

   • Input field: Enter the stock ticker.
   • Dropdowns: Choose the time period and time interval.
   • Buttons: Submit the form or proceed to the next section.

2. Trading Configuration:

   • Input fields:
   • Initial balance.
   • Percentage of capital to use per trade.
   • Initial number of stocks.
   • Commission applied to trades.
   • Button: Proceed to the next section.

3. Custom Algorithm & Dependencies:

   • Code Input Fields:
   • Custom algorithm script.
   • Additional libraries (if needed).
   • Note: Since the user is also the host of the application, potential security risks from code injection are minimized.

Output Page

The output page is structured as follows:

• Header: Displays the company name, selected period, interval, and total gains.
• Graph: Visualizes stock prices along with any indicators specified in the custom algorithm.
• Log: Provides a detailed record of operations and their results.

Technologies

Python Libraries

• Flask - 3.0.3
• Pandas - 2.2.3
• Plotly - 5.24.1
• yfinance - 0.2.48
• Jinja2 - 3.1.4

CSS Libraries

• Bootstrap - 5.1

Other Technologies

• Python Version: 3.12.7
• Node.js: 23.1.0
• HTML Version: HTML5

Setup

Ensure you have npm, Python 3, and Node.js installed on your system.

Clone the Project

git clone https://github.com/HenriqueOliveiraCoder/financial-setup-simulator

Go to the project directory

  cd financial-setup-simulator

Install dependencies

  npm install

or alternatively run

   python3 -m pip install -r requirements.txt

Start the web application

   npm start

or alternatively run

   python3 -m flask run