Skip to content

Repository files navigation

Bitwise Wizards

"To run, or not to run"

Bitwize Wizards Logo

About us

We are a committed group of students working combine our skills to address pressing challenges.

Team members

  • Justin
  • Rowan
  • Jesus
  • Paul

Vision statement

"Our vision is to create meaningful and user-centric solutions that simplify complex problems."

TrustTrade: Social Trading Platform

Comprehensive Capstone Project Description

Project Overview

TrustTrade is a sophisticated social trading platform that bridges the gap between social media and financial technology. The platform enables traders and investors to share verified investment strategies, connect their actual brokerage accounts for transparency, and build a trusted community around authentic financial discussions. This capstone project demonstrates advanced full-stack development skills, complex system architecture, and integration with multiple third-party financial APIs.

Live Demo: https://trusttrademedia.azurewebsites.net/
Technology Stack: ASP.NET Core MVC, C#, Entity Framework, SQL Server, SignalR, JavaScript, Bootstrap, Azure


Core Business Problem Solved

Traditional social media platforms lack transparency in financial discussions, making it difficult to distinguish between genuine investment advice and misleading claims. TrustTrade solves this by:

  • Verification System: Users connect real brokerage accounts through Plaid API integration
  • Transparent Portfolio Tracking: Real-time portfolio values displayed with posts
  • Community Trust Building: Performance scoring based on actual trading results
  • Educational Platform: Verified traders share strategies with provable track records

Technical Architecture

Backend Infrastructure

Framework: ASP.NET Core 8.0 MVC with Entity Framework Core

  • Database: SQL Server with complex relational data model (20+ entities)
  • Authentication: ASP.NET Identity with custom user management
  • Real-time Communication: SignalR for live notifications and messaging
  • Background Services: Automated data synchronization and news updates
  • API Design: RESTful API controllers with comprehensive error handling

Database Design Excellence

Entities & Relationships:

  • User Management: Users, Followers, UserBlocks, VerificationHistory
  • Social Features: Posts, Comments, Likes, SavedPosts, Messages, Conversations
  • Financial Data: PlaidConnections, InvestmentPositions, PortfolioVisibilitySettings
  • Content Management: Photos, Tags, Reports, Notifications
  • Market Data: Stocks, StockHistory, FinancialNewsItems, FinancialNewsTickerSentiments

Advanced Database Features:

  • Complex many-to-many relationships with junction tables
  • Audit trails for verification status changes
  • Optimized queries with lazy loading and query splitting
  • Database-first approach with comprehensive constraints and indexes

External API Integrations

Plaid Financial Services API (SANDBOX MODE ONLY)

Purpose: Secure brokerage account connectivity and verification Implementation:

  • Real-time portfolio data synchronization
  • Investment position tracking across multiple institutions
  • Secure token exchange and credential management
  • Error handling for various financial institutions

Alpha Vantage Financial Data API

Purpose: Real-time market news and sentiment analysis Implementation:

  • Automated news fetching with background services
  • Sentiment analysis integration for stocks and cryptocurrencies
  • Intelligent categorization and duplicate prevention
  • Rate limiting and API quota management

Advanced Frontend Implementation

Real-time Features with SignalR

Chat System:

  • Instant messaging between users
  • Real-time message status updates (sent/read)
  • Connection management and reconnection handling
  • Group-based conversation management

Live Notifications:

  • Real-time notification delivery
  • Unread count updates
  • Interactive notification dropdown with AJAX loading
  • Cross-browser compatibility

Dynamic User Interface

Technologies: Vanilla JavaScript, Bootstrap 5, Chart.js, Cropper.js

  • Responsive Design: Mobile-first approach with progressive enhancement
  • Interactive Components: Modal dialogs, infinite scroll, live search
  • Data Visualization: Portfolio performance charts and market trend graphs
  • Image Processing: Profile picture cropping and background image management

Security & Privacy Implementation

Data Protection

  • Encryption: Sensitive financial data encrypted at rest
  • API Security: Rate limiting and request validation
  • User Privacy: Granular portfolio visibility controls
  • Content Moderation: Comprehensive reporting and admin management system

User Verification System

Multi-level verification process:

  1. Account Creation: Standard email/password authentication
  2. Brokerage Connection: Plaid API integration for account verification
  3. Portfolio Tracking: Real-time investment position monitoring
  4. Community Trust: Performance scoring based on actual trading results

Key Features & Functionality

1. User Management & Social Features

Profile System:

  • Customizable user profiles with bio, trading preferences, and profile pictures
  • Background image support (file upload or URL-based)
  • Performance scoring with detailed breakdowns
  • Verification badge system for connected users

Social Networking:

  • Follow/unfollow system with follower/following lists
  • User blocking and content reporting
  • Private messaging with real-time delivery
  • User search and discovery

2. Content Management System

Post Creation & Management:

  • Rich text posts with image upload support
  • Tag system for content categorization
  • Public/private post visibility controls
  • Edit and delete functionality with ownership validation

Engagement Features:

  • Like/unlike system for posts and comments
  • Hierarchical comment system with nested replies
  • Save/unsave posts for later reference
  • Real-time engagement metrics

3. Financial Integration

Portfolio Connectivity:

  • Secure Plaid integration for 10,000+ financial institutions(sandbox only)
  • Real-time portfolio value display with posts
  • Investment position tracking and visualization
  • Historical performance analysis

Market Data:

  • Live stock and cryptocurrency prices
  • Interactive charts with multiple timeframe options
  • Market news feed with sentiment analysis
  • Performance scoring algorithm based on portfolio performance

4. Administrative Features

Content Moderation:

  • Admin panel for user management
  • Post and comment moderation tools
  • User suspension and reactivation
  • Comprehensive reporting system

System Management:

  • Presentation mode for live demonstrations
  • Site-wide settings management
  • User verification history tracking
  • Performance analytics and monitoring

5. Real-time Communication

Chat System:

  • One-on-one messaging between users
  • Message read receipts and delivery status
  • Conversation history and search
  • Mobile-responsive chat interface

Notification System:

  • Real-time notification delivery
  • Customizable notification preferences
  • Notification history and archiving
  • Email notification integration

Performance & Optimization

Database Optimization

  • Query Optimization: Implemented lazy loading with strategic eager loading for performance-critical paths
  • Indexing Strategy: Created indexes on frequently queried columns (user searches, post filtering)
  • Query Splitting: Used EF Core query splitting for complex many-to-many relationships

Frontend Performance

  • Lazy Loading: Implemented infinite scroll for post feeds and pagination for large datasets
  • Asset Optimization: Minified CSS/JavaScript and optimized image loading
  • Caching Strategy: Browser caching for static assets and API response caching

API Management

  • Rate Limiting: Implemented throttling for external API calls
  • Error Handling: Comprehensive error handling with user-friendly error messages
  • Retry Logic: Automatic retry mechanisms for failed external API calls

Development Methodology

Agile Practices

  • Sprint Planning: Bi-Weekly sprints with defined user stories and acceptance criteria
  • Daily Standups: Regular team synchronization and blocker identification
  • Retrospectives: Continuous improvement through team feedback sessions and professor
  • Version Control: Git-based workflow with feature branches and code reviews

Project Management

  • Jira Integration: Ticket tracking, sprint management, and team coordination
  • Documentation: Comprehensive README files, API documentation, and code comments
  • Testing Strategy: Unit tests for critical business logic and integration tests for API endpoints

Quality Assurance

  • Code Reviews: Peer review process for all code changes
  • Error Handling: Comprehensive exception handling with logging
  • Input Validation: Client-side and server-side validation for all user inputs

Business Value & Impact

User Benefits

  • Transparency: Verified portfolio information builds trust in investment discussions
  • Education: Learn from successful traders with proven track records
  • Community: Connect with like-minded investors and share strategies
  • Convenience: Centralized platform for social networking and portfolio tracking

Technical Innovation

  • API Integration: Demonstrates mastery of complex third-party API integration
  • Real-time Features: Showcases modern web application development with SignalR
  • Security Implementation: Exhibits understanding of financial data security requirements
  • Scalable Architecture: Built with enterprise-level scalability considerations

Professional Development

  • Full-Stack Expertise: Demonstrates proficiency across entire technology stack
  • Financial Domain Knowledge: Understanding of fintech requirements and regulations
  • Problem-Solving: Creative solutions to complex technical and business challenges

Future Enhancements & Roadmap

Technical Improvements

  • Microservices Architecture: Decompose monolith into scalable microservices
  • Advanced Caching: Redis implementation for session management and caching
  • API Versioning: RESTful API versioning strategy for mobile app support
  • Monitoring & Analytics: Application performance monitoring and user analytics

Conclusion

TrustTrade represents a sophisticated fusion of social networking and financial technology, demonstrating advanced full-stack development capabilities and deep understanding of modern web application architecture. The project showcases expertise in:

  • Complex System Design: Multi-layered architecture with separation of concerns
  • API Integration: Seamless integration with financial services and market data providers
  • Real-time Features: Modern web technologies for enhanced user experience
  • Security & Compliance: Financial data protection and user privacy considerations
  • Scalable Development: Enterprise-ready codebase with growth potential

This capstone project serves as a comprehensive demonstration of software engineering skills, business acumen, and technical innovation suitable for enterprise-level application development.

About

2025 Senior Project at Western Oregon University, The Bitwise Wizards

Resources

Stars

1 star

Watchers

1 watching

Forks

Releases

Packages

Used by

Contributors

Languages