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Wealthsimple Trade Desktop Client

WIP

Running:

  • bootstrapped with Lerna
  • run npm run bootstrap in the top level
  • run npm start to start all services
  • TODO: better docs once its done

Story:

  • I want a web application that can be viewed on a computer or mobile phone that instantly lets me see how my investments are doing
  • I want to be able to view watch list, and holdings in every account
  • I want visualizations showing how my investments are doing over time
  • Using all information instantly pulled from WS Trade, I want a quick look into how I am doing and also how I can purchase options

Requirements:

  • sign into WST account
  • View current accounts
  • view current balances
  • graphically display account balances
  • place an investment
  • notifications when prices hit certain limits

Architecture:

  • Typescript across the board (UI lib does not support TS :/ only on BE)
  • React/Redux frontend with (GraphQL?) communicating to the backend
  • Node/Express api
  • Separate service for cron?
  • Kafka communicating between services if needed
  • PSQL to hold sanitized data about logged in users (we're not creating accounts)

Pages:

  • /holdings
    • main view of portfolio
    • ability to select different accounts
    • charts with supported timelines from WST of account
    • show breakdown of options in portfolio
  • /watchlist
    • where you can search for a ticker
    • have graph on that option
    • show watchlist
    • also where you can purchase options?

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