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Notes

To Do

  • page: history of transactions DONE
  • update DB to allow one or more portfolios
    • change database.sql DONE
    • change queries for new schema DONE
  • buy/sell of stocks DONE
  • past/future performance DONE
  • portfolio stats - doing in stats branch
    • coeff of var and beta for each stock
    • covariance matrix of stocks in portfolio
  • strategy eval
  • viewing portfolios

DB changes

  • removed cash_holdings from stockuser
  • removed portfolio_id from transaction
  • removed symbol as primary key from transaction (there could be multiple transactions with the same stock symbol)
  • add timestamp (ts) as primary key of transaction
  • updated database to support many portfolios to many users
    • portfolio table readded
    • portfolio_id added to transaction
    • timestamp change by Jon
    • hastransaction and hasstock updated
    • file added to drop all tables quickly (drop_tables.sql)

Useful Queries

Drop Tables

drop table stockuser cascade constraints;
drop table stocks cascade constraints; 
drop table hastransaction;
drop table hasstock;

Show Tables of Given Owner

select owner, table_name from all_tables where owner='JMF716';

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