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current tasks
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azatyan committed Jul 24, 2019
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78 changes: 3 additions & 75 deletions .github/CURRENT.md
@@ -1,77 +1,5 @@
Current jobs
Current tasks
==
* Rebalancer.
* [In progress] Rebalancer.
* Custodian Integration.
* Mobile UI improvements.


About current wealthbot
=
Webo is a robo-advisor and not fully advisor so you need to do some paperwork. you can see more info in my medium blog
Webo automatically calculates client’s portfolio, then advisor approves it

With the current installation
==
you can fill info, for example customise one of advisors. and clients and show to your potential clients, so you can have paying clients to improve Webo later.

We use Symfony
==
and Bootstrap, for emails we can use your gmail or Send grid (there is tons of emails) with different cases.

PHP Standards
==
we do not have errors in coding level all is fine, but we have plans to fully integrate third-party services, like custodians, rebalancers and other services.



Questions: what is your use case?
==
Use Cases

* Help human investment advisors compete with robo-advisors
* Build your own SaaS robo-advisor
* Manage a personal portfolio
* Run multiple RIA firms under a single installation

Client Panel
==
Currently we have
Client can

* register
* fill the profile
* fill answer risk questionary questions,
* open accounts,
* see the portfolio,
* then login to client’s dashboard and manage information,
* billing,
* performance
* upload documents
* and manage account.

RIA Panel
==
Currently we have -
* registration with custom options,
* see the workflow,
* clients and his portfolios.
* manage models.
* your information.
* risk questionary questions.

After filling information from client’s side you can see thats name and suggested portfolio (from system) then accept it

Admin panel
==
currently we have Ria’s,

* clients,
* securities and billing.
* Some custodians and rebalancer integration and settings management.

Bugs
==
As any soft we have a some bugs and fixing that day by day.


Many thanks for contributing.
* [OK] Mobile UI improvements.
4 changes: 2 additions & 2 deletions src/Api/Rebalancer.php
Expand Up @@ -365,9 +365,9 @@ protected function buyOrSell($data, $account) {
}
} else {
if ($datum['prices_diff'] > 1) {
$this->buy($datum, $account);
} else {
$this->sell($datum, $account);
} else {
$this->buy($datum, $account);
}
}

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