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Nashville Software School - Ruby on Rails capstone project. Equity portfolio and valuation app.

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virajparikh/RailStocks

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Purpose

RailStocks is a portfolio management and valuation app.

You can find the app here: http://railstocks.herokuapp.com/

Project Status

Build Status

Features

  1. User sign-in and authentication
  2. Portfolio(s) creation, edit and delete functionality
  3. View a pre-packaged valuation summary table of your portfolio

User Experience

  1. When you go to the RailStocks site for the first time, you will be asked to Register or Log in.

  2. After registering or logging into your RailStocks account, you will enter the RailStocks app. You may then:

  • Create as many stock portfolios as you like
  • Edit (add or delete stock tickers) a portfolio
  • Delete portfolio(s)
  • Evaluate a portfolio of stocks on a variety of valuation metrics (made available by Yahoo Finance), including:
    • Market cap
    • Dividend yield
    • Price/Sales
    • Price/Earnings
    • Price/Book
    • PEG ratio
    • Short Interest
    • Short & Long term momentum, based on stock price versus 50- and 200-day moving averages

Key Gems Used

Devise - user sign-in and authentication

YahooFinance - for stock data

Bugs

Version 1.0 is simple and, I believe, free of major bugs.

About Author

Viraj Parikh has been an investment analyst and portfolio manager for much of his professional career. He has worked with the most widely used data services on the market, including Bloomberg, Capital IQ and Factset. He has also made extensive use of numerous finance web sites, including the SEC Edgar database, Yahoo and Google Finance, and Finviz. These experiences will continue to guide the further development of this app.

License

The MIT License (MIT)

Copyright (c) 2013 Viraj Parikh

Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.

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Nashville Software School - Ruby on Rails capstone project. Equity portfolio and valuation app.

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