Finance is an application based on a mock brokerage firm.
After forking and cloning this repository run
bundle install
and then
rails s
on your command line to start the application.
When a user
visits the home page all the availble financial products are listed. They are then
able to sign up or login through github. There are two types of
users(customers or administrators).
When a customer logs in their sum of all account balances is displayed.
They can create a new account where they will choose from the availble
financial products. A cash position for the customer is also created when
an account is open. The customer will be able to make cash deposits/withdrawls
and stock purchases/sales in there account. The customer can add/reduce shares
to a current stock position.
A user that registers a an Administrator has access to the company's
financial statistics. Customers a catogorized into three groups: full service,
standard service, and self service. The customers catogory is dependent on
the sum of their account balances. The financial stat view displays this info
to the Administrator.
The database for Finance has tables for Users, Financial Products,
User Accounts, and Positions. Customers and Admins inherit from the Users
table. Cash and Equities inherit from the Positions table.
Future upgrades for Finance include creating a Transaction class to keep
a log of crud actions within the Positions class. The log will gather information
on deposits/withdrawls and purchases/sales. This information will be used to
display the history of the account and profits/losses from transaction.