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conpa

Asset allocation application

CONPA

ConPA 3 is a complete frontend stack for an asset allocation application.

ConPA 3 is a single page app with the following components: the asset search, the list of assets, the basket info, the assets stats and the dashboard of portfolios.

To fill the basket, the user needs to add an asset, using the autocomplete search: typing the name or the symbol of an asset, the autocomplete component suggests a few assets. When the user selects an asset, it is added to the basket, displaying the symbol.

In the meantime for the last asset added to the basket, the app provides the key statistics.

When the basket contains at least three assets, the basket is optimized, displaying the optimal weights of the assets.

There is also a dashboard of portfolios. It contains the stats of all portfolios created by the users: last created portfolios, best/worst performing portfolios, high/low risk profile portfolios and high/low return profile portfolios.

Installation

To install with npm:

npm install conpa

You may start the app, creating a server.js file:

process.env.CONPA_LIVE_URL = "... live url for crm ...";
process.env.CONPA_TEST_URL = "... test url for crm ...";

require("conpa");

Then

node server.js

And browse, for instance, http://localhost:8080.

Tested locally with Node.js 5.x.

Notes

Before running ConPA, you need to configure the details of the persistence system. The portfolios are saved on a CouchDB instance. The configuration allows a live and testing system, you don't need to change the source code when the app is delivered to a live system.

Optionally, you may add a Rserve configuration (local or remote). If Rserve is not configured, ConPA uses a javascript implementation for the optimization.

ConPA Sequence Diagram.

History

  • ConPA rel. 0 (2008 - 2011): Jaxer + YUI.
  • ConPA rel. 1 (2011 - 2012): Node.js + YUI.
  • ConPA rel. 2 (2012 - 2015): Node.js + jQuery MVC.
  • ConPA rel. 3 (2015 - present): Node.js + AngularJS 1.

There are two old videos about ConPA 0: welcome and tutorial.

Disclaimer

NOT INVESTMENT ADVICE AND WILL LOSE LOTS OF MONEY SO PROCEED WITH CAUTION.