|
1 | | -# ons_trading |
| 1 | + |
| 2 | +# ONS trading |
| 3 | + |
| 4 | +**ONS Trading** is a web-based portfolio management tool designed for investors and traders who want to optimize their investments using AI-powered allocation and real-time market data. |
| 5 | +It allows users to: |
| 6 | + |
| 7 | +- Add and manage assets from global stock markets and cryptocurrencies (using Yahoo Finance symbols). |
| 8 | +- View live prices and historical performance. |
| 9 | +- Automatically calculate and recommend optimal portfolio allocations using the Online Newton Step (ONS) algorithm. |
| 10 | +- Effortlessly update prices and manage capital allocation. |
| 11 | + |
| 12 | +**Who is it for?** |
| 13 | +This project is for individual investors, finance enthusiasts, and anyone interested in smarter, data-driven portfolio management with a simple, user-friendly interface. |
| 14 | + |
| 15 | +--- |
| 16 | + |
| 17 | +## Badges |
| 18 | + |
| 19 | +[](https://github.com/Deadcoder001/ons_trading/blob/main/LICENSE.txt) |
| 20 | +[](https://github.com/Deadcoder001/ons_trading/releases/latest) |
| 21 | + |
| 22 | +## Deployment |
| 23 | + |
| 24 | +You can deploy your Django ONS Trading app on any Linux server, cloud platform, or PaaS that supports Python. Here’s a basic guide for common deployment options: |
| 25 | + |
| 26 | + |
| 27 | +```bash |
| 28 | +pip install -r requirements.txt |
| 29 | +python manage.py migrate |
| 30 | +python manage.py runserver |
| 31 | +``` |
| 32 | + |
| 33 | + |
| 34 | +# Roadmap |
| 35 | + |
| 36 | +## 1. Core Features (Completed) |
| 37 | +- [x] Add, view, and delete assets with name and symbol. |
| 38 | +- [x] Fetch live prices using yfinance for stocks and crypto. |
| 39 | +- [x] Display portfolio with real-time prices. |
| 40 | +- [x] Run ONS (Online Newton Step) algorithm for optimal allocation. |
| 41 | +- [x] Show recommended allocations and capital distribution. |
| 42 | +- [x] Responsive, modern UI with Bootstrap. |
| 43 | + |
| 44 | +## 2. Usability Improvements |
| 45 | +- [x] Symbol lookup helper or autocomplete (link to Yahoo Finance or suggest format). |
| 46 | +- [x] Asset edit functionality (change name/symbol). |
| 47 | +- [x] Asset detail/history view (show price chart for each asset). |
| 48 | +- [x]Improved error messages for invalid symbols or price fetch failures. |
| 49 | + |
| 50 | +## 3. Advanced Features |
| 51 | +- [x] Support for multiple exchanges (NSE, BSE, NASDAQ, etc.) with dropdown. |
| 52 | +- [x] Import/export portfolio as CSV. |
| 53 | +- [x] User authentication and personal portfolios. |
| 54 | +- [x] Notifications for price changes or rebalancing suggestions. |
| 55 | + |
| 56 | +## 4. Analytics & Visualization |
| 57 | +- [x] Portfolio performance chart over time. |
| 58 | +- [x] Asset allocation pie chart. |
| 59 | +- [x] Risk/return analytics and historical backtesting. |
| 60 | + |
| 61 | +## 5. Integrations & Automation |
| 62 | +- [x] Scheduled price updates (via Celery or cron). |
| 63 | +- [x] Integration with broker APIs for real trades (optional/advanced). |
| 64 | +- [x] Mobile-friendly PWA or native app. |
| 65 | + |
| 66 | +## 6. Documentation & Community |
| 67 | +- [x] Complete user guide and FAQ. |
| 68 | +- [x] Contribution guidelines for open source. |
| 69 | +- [x] Demo video and deployment instructions. |
| 70 | + |
| 71 | +--- |
| 72 | + |
| 73 | +**Suggestions and contributions are welcome!** |
| 74 | +# Tech Stack |
| 75 | + |
| 76 | +- **Backend:** Django (Python) |
| 77 | +- **Frontend:** HTML5, CSS3, Bootstrap 5, JavaScript |
| 78 | +- **Database:** SQLite (default, can be switched to PostgreSQL/MySQL) |
| 79 | +- **Live Price Data:** [yfinance](https://pypi.org/project/yfinance/) (Yahoo Finance Python API) |
| 80 | +- **Numerical Computation:** NumPy |
| 81 | +- **Deployment:** Linux server (compatible with Heroku, Render, DigitalOcean, etc.) |
| 82 | +- **Version Control:** Git & GitHub |
| 83 | +## Screenshots |
| 84 | + |
| 85 | + |
| 86 | + |
| 87 | + |
| 88 | +## Authors |
| 89 | + |
| 90 | +- [@Deadcoder001](https://www.github.com/Deadcoder001) |
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