Releases: CIS-Projects-in-CS-S21/pro-fiscal
Final Demo
Included in this Release
Wealth Target Calculator
- Users can input in data, and calculate the present value required to attain their target value.
Budget Overview with Machine Learning
- Upon creating an expense item in the Budget Overview, the category for the newly added item will change to be the one the Budget Classifier deems most fitting.
User Profile
- Users can see their username and their account creation date.
- Users can update their username and/or password on the Profile page.
Glossary
- Glossary page creates a list of collapsible buttons that shows the definition of a term a user might be unfamiliar with.
Portfolio Overview
- Refactored Portfolio design to calculate a portfolio’s balance through the holdings that makes up the portfolio.
Bug Fixes
- General bug fixes regarding managing the table components used on the website.
- Bug fix regarding the deletion of successive Portfolios.
- Bug fix regarding deleting a portfolio, followed by creating a new portfolio, and updating the newly created portfolio.
- Bug fixes with updating a Portfolio or a Holding.
- Resolved CSRF token bug when you attempt to log out and log in as a different user.
Milestone Demo 3
Project Description
Fiscal is a web application designed to bring easy to use, private, and open-source financial planning tools to users. By aggregating balances and holdings from different accounts, users will create a big picture view of their finances as they plan for retirement or other financial goals. Fiscal will provide tools for analyzing and visualizing important insights such as diversification, taxability of assets, and liquidity/accessibility. A Monte Carlo Simulation will aid in projecting future performance of investments. The application will also include features to help users plan and save for their financial goals. Users will be able to track income vs. categorized monthly outlay to facilitate budgeting and identify areas where savings can be found. Additional value will be added to the application through two machine learning tasks. Cluster analysis on user data will help gain insight into the user's investing behaviors and risk tolerance. Fiscal will also classify budget line items into categories to facilitate spending analysis.
In this Release
Monte Carlo Simulation
- The Monte Carlo Simulation is integrated with the frontend interface and visualization.
- To satisfy principles of RESTful design the simulation runs in the background and the API endpoints initiate the simulation, retrieve the results, or update the user about the status.
Budget Tool
- Spending Overview is connected to the backend API and fully supports create, retrieval, update, delete of user expenses
- Spending Visualization fetches the user's expense data and constructs a pie chart of spending in different categories
Milestone Demo 2
Project Description
Fiscal is a web application designed to bring easy to use, private, and open-source financial planning tools to users. By aggregating balances and holdings from different accounts, users will create a big picture view of their finances as they plan for retirement or other financial goals. Fiscal will provide tools for analyzing and visualizing important insights such as diversification, taxability of assets, and liquidity/accessibility. A Monte Carlo Simulation will aid in projecting future performance of investments. The application will also include features to help users plan and save for their financial goals. Users will be able to track income vs. categorized monthly outlay to facilitate budgeting and identify areas where savings can be found. Additional value will be added to the application through two machine learning tasks. Cluster analysis on user data will help gain insight into the user's investing behaviors and risk tolerance. Fiscal will also classify budget line items into categories to facilitate spending analysis.
In this Release
Core Functionality of the Planning Tool
- Frontend interface communicates via RESTful APIs
- Portfolios and Holdings can be Created, Updated, and Deleted from the Portfolio Overview
- Dynamically created visualizations for Portfolio Growth and Diversity
Progress on the Budgeting Tool
- Frontend Interface is designed and displays static data
Progress on the Monte Carlo Simulation
- Initial Monte Carlo Simulation module fetches historical stock data and simulates future value
Milestone Demo 1
Included in this Release
- Account Registration, Login, Logout
- General UI and Navigation
- UI for Portfolio Overview
URL to access Fiscal:
http://ec2-3-14-213-172.us-east-2.compute.amazonaws.com/
Testing Instructions:
https://drive.google.com/file/d/1bUcgJVL9Bjpl7-GK46b26U-r-nl1z43l/view?usp=sharing