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Excepted user scenario:

  • User sign in/up into the dashboard
  • Select stock(s) that he/she wants to use in trade process
  • Get related quantitive data
  • Perform basic analysis
  • Build indicators
  • Build signals
  • Build rules control when she/he wants to exit/enter a position in the stock
  • Build strategy or more based on his previous analysis
  • Assign his/her new strategy(ies)
  • Test his/her strategy(ies) using performance analysis and recommendation module.
  • Repeat steps from 5 to 10 until he/she will be satisfied
  • Notification sent to user based on his/her signals setup

Framework modules:

  • User management
  • User profile
  • User authentication
  • User notification
  • Stocks analyzer
  • Stocks retrieval
  • Stocks analysis
  • Strategy builder
  • Indicators builder
  • Signals builder
  • Rules builder
  • Portfolios builder
  • Performance analysis and tester

Tools to be used

  • UI
  • Shiny dashboard
  • ggplot
  • plotly
  • Analysis
  • tidyquant
  • xts
  • quantmod
  • TTR
  • Performance Analystics

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Mo Stocks Analysis and Recommendation Tool (MoSART)

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