Final Demo

Fiscal

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

1. General bug fixes regarding managing the table components used on the website.
2. Bug fix regarding the deletion of successive Portfolios.
3. Bug fix regarding deleting a portfolio, followed by creating a new portfolio, and updating the newly created portfolio.
4. Bug fixes with updating a Portfolio or a Holding.
5. Resolved CSRF token bug when you attempt to log out and log in as a different user.