currently in: Europe

Recent work on EQZEN Beta


Just deployed some improvements to the portfolio page form inputs; placeholder with null value instead of zero values, to avoid deleting zero values before input, better orchestration between internal functions; added function to retrieve stock currently in portfolio, to better handle action buttons based on holdings.

I need to improve data load and page speed, added compression (Flask-Compress) as a first step, and to keep focus on workflow, continuously trying to make it easier and faster to use.

Also reworked all stocks table, on stocks page, which now includes a button to directly add stock to portfolio (if stock not in portfolio), which makes adding multiple stocks faster.

Showcase portfolio feature is still being considered, but need to focus on a few more behind-the-scenes improvements first, such as removing empty portfolios in database (which is piling up quickly), and solving the distributed storage issue with AWS (likely involving a separated temporary storage for uploaded portfolio files).


EQZEN Beta updates


Just deployed several updates to EQZEN Beta: stock rows now blink green or red on price movement; new stock page to search and filter all available stocks; portfolio holdings are now editable inline (and updated automatically); add new stock moved to stock page.

Currently experimenting with a showcase portfolio feature, basically to share your portfolio as read-only (inspired by r/stocks Rate My Portfolio threads). There are some technical difficulties with sharing at the moment, since portfolios are not stored anywhere, so need to implement a way to store portfolio content outside of sessions.

Also notable, replaced twitter tracker with a simple feedback button.


EQZEN Beta is now available


EQZEN Beta is currently deployed as a web application (AWS EB), with a separated and extendable API interface (AWS Lambda). Portfolio-files are stored on the user's local filesystem (XML) and investment data (number of shares, cost, etc.) is temporarily uploaded to a database (MongoDB) to make changes.

A few highlights: Privacy aware investors can create and track equity investments without creating an account. Paid features will be available to provide additional functionality (linked with email or similar). Stock data is sourced from reliable sources and updated frequently to provide most recent prices. Portfolio files are stored locally and easy to share. Focus on user experience and simplicity.

Upcoming features include: Inline editing portfolio data, Telegram bot to manage portfolio and request stock data (utilising the already developed API), Twitter bot to publish market data.


Recent work on Modelmode.io (EQZEN) and other notes


Been very busy lately, working seemingly non-stop on Modelmode.io (now EQZEN.com). Yes, indeed. I finally found an available .com domain, and it is not some random 12+ letter word!

EQZEN is shaping up quickly. Recently finalised the updated portfolio and stock page, focusing on tracking, fundamental price data, and ease-of-use. I did have to make some decisions along the way.

Chart vs no-chart. Charting was previously requested, but I have had a hard time motivating the need for it. I understand charting is informative, but it is nothing more than stock price history visualised, which has nothing to do with fundamental value (see first link). I did briefly consider adding a widget, or similar, to at least offer something. However, uncluttered is king.

Inconsistent financial data vs no financial data. Financial data is available via various APIs, but none are directly consistent with SEC data. Basically, APIs tend to be standardised, where financial data is not (or at least less). Hence the problem with knowing what is what, and how to translate the data between various companies. I also believe that trust is an issue (especially in finance), so minimising the number of jumps between you and the data is important. SEC is the authority, whereas everything between, such as scrapers, APIs, even browsers are added risks.

Anyway, another requested feature is stock simulation; basically adding a position in a stock as if you actually invested. It will behave just as any other investment for performance metrics and is easy to toggle on or off. Again, ease-of-use and uncluttered is in focus. I have also explored adding non-US equities, but most available APIs seem to be premium and somewhat expensive, so might be a future paid feature.

Technical notes; I developed an API wrapper on AWS Lambda (see second link). It is now very easy to add additional data sources, or data points, to the application. I shifted from my previous JS-less approach, and instead moving towards more JS, in particular asynchronous functionality, keeping price data up to date without reloading or otherwise. MongoDB will primarily be used to store position data, whereas price data will be requested continuously using AJAX and the API wrapper.