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Flex Invest

Web Platform for Restructuring and Selling Assets

This prototype, built through the Django framework on top of PostgreSQL, restructures fixed-rate assets and provides a GUI for purchasing the residual tranches.

The application includes a custom administration portal primarily for managing user access and permissions.

Further functionality coming soon:

  • Portfolio management
  • Reporting & analysis

Technical Features, Languages & Libraries

Features

  • Password encryption
  • User sessions
  • User permissions
  • Quandl API
  • Manage.py commands
  • Mobile & Desktop optimized GUI

Languages

  • Python
  • HTML
  • CSS
  • JavaScript

Libraries

  • JQuery
  • Requests
  • Django Auth, Timezone

Setup

 $ virtualenv venv
 $ source venv/bin/activate
 $ pip3 install -r requirements.txt
 
 $ python3 manage.py makemigrations
 $ python3 manage.py migrate
 $ python3 manage.py setupgroups
 $ python3 manage.py createsuperuser
 $ username: admin
 $ password: password
 
 $ python3 manage.py seed [flex_investor_user] [flex_analyst_user] [scenario1] [scenario2]
 # seed alone will run all options by default

Platform created by Yulia Barannikova, Matt Rosenberg and Demetris Vassiliou

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