conpa

CONPA

ConPA is a complete stack for an asset allocation application.

ConPA is a single page app with the following components: the asset search, the list of assets, the basket info, the assets stats and the dashboard of portfolios.

To fill the basket, the user needs to add an asset, using the autocomplete search: typing the name or the symbol of an asset, the autocomplete component suggests a few assets. When the user selects an asset, it is added to the basket, displaying the symbol.

In the meantime for the last asset added to the basket, the app provides the key statistics.

When the basket contains at least three assets, the basket is optimized, displaying the optimal weights of the assets.

There is also a dashboard of portfolios. It contains the stats of all portfolios created by the users: last created portfolios, best/worst performing portfolios, high/low risk profile portfolios and high/low return profile portfolios.

Installation

After cloning the project, install the dependencies with npm:

npm install --ignore-scripts

Start the app with the command:

npm start

It starts the web backend, the PouchDB in-memory instance, creates a new empty database and imports the latest dump available.

Eventually browse http://localhost.

Tested locally with PouchDB 4.x and Node.js 10.x.

Notes

• Sometimes the weights of the optimal portfolio (To Date or Year To Date) are zeroes: this is due to a problem retrieving the historical prices.

• If a local db instance is configured, the first time you land on the page the rendering is very slow, because the db, behind the scenes, is creating the views.

• Locally the portfolios are saved on a PouchDB in-memory instance. The configuration allows a live and testing system, you don't need to change the source code when the app is delivered to a live system.

• Setting a remote db instance, you may use the environment variables: CONPA_LIVE_URL and CONPA_TEST_URL.

• Optionally, you may add a Rserve configuration (local or remote). If Rserve is not configured, ConPA uses a javascript implementation for the optimization.

• ConPA Sequence Diagram.

History

• ConPA rel. 0 (2008 - 2011): Jaxer + YUI.
• ConPA rel. 1 (2011 - 2012): Node.js + YUI + Cloudant.
• ConPA rel. 2 (2012 - 2015): Node.js + jQuery MVC + Cloudant.
• ConPA rel. 3 (2015 - 2016): Node.js + AngularJS + Cloudant.
• ConPA rel. 4 (2016 - 2018): Node.js + AngularJS + PouchDB / Cloudant.
• ConPA rel. 5 (2018 - present): Node.js + hyperHTML / workway + PouchDB / Cloudant.

There are two old videos about ConPA 0: welcome and tutorial.

Disclaimer

NOT INVESTMENT ADVICE AND WILL LOSE LOTS OF MONEY SO PROCEED WITH CAUTION.