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An all-in-one platform for users to access their real-time personal financial statements and utilize an automated investment management platform that both includes a robo-advisor and trading bots.

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UTD-FinTech/CometVisor

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Comet Visor

Production: https://comet-visor.vercel.app/

Developer Setup

  1. Download the .env.local file from FinTech UTD Slack
  2. Place it in the root of the directory (i.e. same level as this README)
  3. Install nvm (Node Version Manager) and then run nvm install --lts
  4. Run nvm use --lts
  5. Run npm install
  6. Run npm run build
  7. Run npm run dev to start
  8. After pushing a change, you can run https://pull.git.ci/process/sunnyguan/CometVisor and wait a few minutes for it to deploy to Vercel

Notes

Structure

Pages that are standalone should be placed in pages/. Currently we only have the login page (index.js) and main dashboard (dashboard.js) with various tabs. Tab contents are stored in components/. API routes should be placed in pages/api/, there are some example code in there that are not relevant to Comet Visor.

We're currently using TailwindCSS for styling and Prettier for code formatting.

Tasks

Features:

  1. Work on dashboard components (home, informatives, etc)
  2. Work on API routes

Chores:

  1. Create FinTechUTD Vercel account for deployment
  2. Use FinTechUTD Gmail account for Firebase auth
  3. Setup Firebase Cloud Firestore connection
  4. Setup colors/colorscheme in tailwind config
  5. Prettier config

Workflow

  1. Create a new branch git checkout -b feature/home-page-portfolio
  2. Work on feature on localhost, use next for starting debug server since it reloads on save
  3. Commit often git commit -m "home page portfolio template complete"
  4. Push to remote: git push --set-upstream origin feature/home-page-portfolio
  5. Check preview deployment on Vercel (TODO)
  6. Create pull request on GitHub
  7. Complete code review process
  8. Merge and check production deployment on Vercel at the production URL above

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An all-in-one platform for users to access their real-time personal financial statements and utilize an automated investment management platform that both includes a robo-advisor and trading bots.

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