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What’s the best way to create a stock portfolio website?

Hi, in short, I’ve a task of creating a stock portfolio website, something similar to Google Finance’s portfolio, or Seeking Alpha’s portfolio feature but before I start to attempt it, I thought I’d ask to see what would be the best way to go about doing it? For now, I was just thinking about using PHP and just connecting to Google or Yahoo Finance API to get the data from them but surely, there is probably some better way to go about it?

Thanks!

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@NogDogOct 08.2017 — The "best" way will depend on what the real, detailed requirements are. "Create a stock portfolio website" is probably not enough detail to get any meaningful suggestions. ?
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@jedaisoulOct 09.2017 — Hi and welcome to the site. As with any new development your first action is to identify (if not already known):

1. The project manager (who has the responsibility to document and drive the project).

2. The project owner. This may be your boss (for a small project) or even someone at board level of the company (for a major strategic project). In either case this person must have the authority to agree the objectives, allocate resources, and sign off the project (and any stages).

Next you need to generate a list of requirements. These need to start at the highest level and then drill down as far as necessary. The requirements should be classified as "essential", "desirable" or "nice to have" (or some such).

From this you (or the project manager) should generate the project documentation. This may be anything from a single page to a weighty tome, depending upon the size and importance of the project.

The most common mistakes (particularly for small projects) are:

1. To rely on verbal instructions.

2. To start coding before the objectives etc. have been agreed.

3. To fail to set way points at which the progress of the project can be quantified.

4. To fail to advise the project owner in a timely manner of any major issues that threaten the success of the project.
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@nimbleappMar 22.2021 — How to Develop a Stock Market Website – The Process

Before you decide to build your stock market website, you should ask yourself whether your business idea complies to a stock trading website or a stock market website. Also, you’ll have to think about how it would help if you develop a full-fledged cloud-based stock market/trading platform. FYI, web-based portals are more versatile and functional than static websites.

  • 1. Know the Compliances For Your Niche

    Every industry vertical has its specific as well as common regulatory compliances. FinTech compliances range among consumer protection, data security, money laundering, and many moresuch. Also, the regulation specifications are different for every political boundary.


  • 2. Design the Stock Market Concept, User Journeys, and Experience

    Based on the compliances, you can think about the functionalities and value that you will be offering to the investors and brokers. It will help if you rank the functionalities according to the importance.


  • After developing the concept, you’ll have to create different user journeys based on your assumption. There are several purposes why the user will use your website; you should know them and create separate user journeys for each use.

    When you know how you want the user to interact with your stock market website, it’s time to design the wireframes and .psd. Don’t forget that investors and brokers are highly educated and have no time to waste. Therefore, it is crucial for you to design your stock market website with a minimalistic approach. You can consider the following factors while designing your stock market website:

    It is beneficial to keep the user interface and experience in mind fromsince the beginning of your website idea. It will help you to be realistic in terms of potential software features.

    When designs are ready, perform usability testing. This is the most important phase, where you’ll make sure that your website is in accordance with your initial plan.

    It is important for you to guide the UI/UX designers as they might not have experience designing FinTech software solutions. Your feedback will help them understand that you require a minimalistic design with more focus on usability.
  • 3. Design Website/Portal Architecture and Develop the Website/portal.

    Once you have the detailed requirements in your hand and the designs are ready, you can jump straight on developing your stock market website. If you’re unsure how to create a detailed requirement document, read the following article and come back: Create Product Requirement Document.


  • Every stock market website has three development stages – Build the Architecture, Back-end Development, and Front-end Development.

    Build Architecture

    The architecture on which your stock market website is built, plays a crucial role in the entire system’s scalability and security. I will recommend you to do it on your own only if you have the expertise; otherwise, It is better to partner with a FinTech development company that knows how to create a stock trading platform.

    Back-End Development

    Based on the decided architecture, the backend developers will integrate server technologies, manage the database, and develop software logic. The developers often use programming languages such as Java, PHP, Ruby, Python, Net, along Oracle and MySQL to enable smooth functioning of database and server. Back-end development takes care of sign-ins, notifications, transactions, and other features for your stock market website in layman’s terms.

    Front-End Development

    Front-end development part of your stock market website deals in designing mobile and web interfaces. The front-end developers make use of programming languages such as JavaScript, HTML, and CSS. The developers are also familiar with software development frameworks like AngularJS, Bootstrap, and libraries like jQuery.

    In addition to the backend and front-end developers, the development team often consists of a project manager, graphic designer, and a quality analyst (QA).
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    @VITSUSAApr 05.2021 — @Frenzyyy#1518191 To create a stock portfolio website you should have your plan in writing form, and the reference link will be beneficial for us which you have shared with us.

    I hope your plan ready so let me know when we can connect to convert your plan in reality
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    @KristalHealyApr 05.2021 — **Great portfolio trackers have a large pool of investment tickers to draw from and provide great research tools. Here’s the criteria we used to determine our favorites:**

  • - **Cost.** All the portfolio trackers on this list have a free option to get started. Some have add-ons that can be purchased to enhance the experience, but a free method for new users is a must.


  • - **A high number of trackable assets**. What good is a portfolio tracker if you can’t follow the funds you own? A good tracker will let you follow all types of investments, from stocks and bonds to ETFs. There are even crypto portfolio trackers.



  • - **Speed.** You obviously want a tracker that loads quickly on your phone or laptop, but speed is also required for price updates. A tracker should post real-time (or close to it) stock quotes. You can’t trade if you’re getting prices more than 15 minutes old.


  • - **User-friendly interface.** A portfolio tracker should be easy to use and simple enough that your parents (or grandparents) can operate it.
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    @NogDogApr 05.2021 — Locking 3-1/2 year old thread.
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    @NogDogApr 05.2021 — {"locked":true}
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