# Trading System ## Screens Go through success, loading, all expected/unexpected error states, empty states, multiple page stages for each component ### Nav * Links to each major page * Use React Router ### Login/SignUp (/auth) * Using Passport or provider like Auth0 or Okta (recommended because it takes care of a lot of security, logging, etc) * OAuth? * Twilio for 2FA? * Signup flow * Discuss with marketing and PM * FB Ads/Google Ads tracking for conversions * Able to see the stocks page before signup? Any other pages? What are protected pages? * Limited dashboard view? * Clicking "Buy" starts the signup process * What does copy/screen look like? Same as regular flow? * What is the expected conversion funnel? * What is strategy for testing use segments for conversions * Profile Creation * risk tolerance, favorite stocks, etc * How does this affect features shown to the user? * Feature Flagging ### Settings * Add Bank Account * Fund Bank Account * Close Account * Needs Flow for retention * Account Stats * Statements (links to pdfs) * Logout ### Add Bank Account (/bank/add-bank) * Available on initial sign up and afterwards from Settings page * Using Plaid? * KYC? Uploading Docs? * Multiple Accounts? * Verification? Deposits? Emails that it's verified? * Custodial Account - something like Unit? ### Deposit/Withdraw Funds (/bank/deposit) * Display Clearing Time * Amount of Cash in Account Now, Cash Pending * Choose Account Source (for multiple accounts) * Allow adding cash amount * Validation (Min, Max?) * Current Transfers? Multiple Transfers ok? * Check if $ in account * Display when deposit will clear * Send email when deposit clears * Withdraw Funds * pick bank account * Validation (too much) * Display pending withdrawals and estimated time * Email when complete * Error if it fails * Not enough $? * Other * Handling bouncing back of funds after clearing? * Selling stock, etc, talk to legall ### Dashboard (/) * Portfolio Over Time Graph - HighCharts * Filter 1D, 1W, 3M, 6M, 1Y, ALL * Portfolio Total Worth * Account Cash Available To Buy * Your Stocks * List * Shares Owned * Current Stock Price * Current Position $ * Up/Down over last day * Sort By Up/Down in last day, amount * Click on stock goes to stock page * Basic Line Chart over last 1m * Favorite/Watched Stocks (didn't buy yet) * Same metrics (- owned) * Stock Search * Autocomplete with AJAX call * Click on stock goes to stock page * Stocks By Category * List of Categories * Click in, lists top stocks ### Stock Page * Graph over last year * Candlestick vs Line * How much of the stock you own * Stats on stock (highs and lows) * Company history and blurbs * News feed * Follow stock * Buy stock * Buy/sell history * Recommended related stocks * Operations * Buy: text for how many shares, auto update cash needed, validate that it's not too much * Sell * Limit * Schedule a future purchase * Account for pending transactions * Confirmation Email ### Search for stocks * AJAX Search * Works like the one in portfolio, probably using same(ish) component * Filters like category ### History See history of transactions ### Other * Explanations of trading * Ancillary pages * Help and contact * Legal pages * Landing Pages? Home Page? ## * ## Models * auth: Describes the authorization object, follows Passport or Auth0 standards * bank: Describes user's bank account, such as routing, balance, and status information * stock: Describes a stock, including current price, * portfolio: Describes * stocks: in the user's portfolio (stock object) * ownershipDetails: additional info on stock related to user (average bought price, total value * portfolioStats: describes the portfolio as a whole (stock value, cash value) * portfolioHistory: lists the ups and downs of a portfolio over time * transactions: Lists transactions a user made * doTransaction: allows to perform buy/sell etc txn * profile: user details and administrations ## ## API Structure ### Common #### Standard Errors/Codes: * 200: OK, JSON Response * 500: Server Error (retry 3x automatically, then fail) * 404: Resource not found * 403: Unauthorized (redirect to Auth Screen) * 400: Known error message (display via Toast) #### Common Standards * Pagination * Results Pointer * With offset, if new items are added, it will miss results * Query Params * Arrays Serialization * Wrapping 1st level objects * Retry Mechanism * Request Tracing (Datadog) ### /api/auth Standard Passport Authentication returning JWT ### /api/bank/accounts GET * \[] * uuid * bankName: Chase * bankRouting: 0000009 * bankAccountLast4: 0323 * status: CONNECTED | AWAITING\_VERIFICATION | INVALID | FROZEN * bankBalance: 32000 POST (follow Plaid's Docs) DELETE Query Params: * uuid Res: * 200: Deleted ### /api/stocks Describes a stock, including current price, GET Query Parms * searchString * category: Tech | Education | ... * Page Response * uuid * tickerSymbol * stockName * stockPrice * metadata * companyDescription * stats * lastYearsProfits ### /api/portfolio Used for displaying the user's stock portfolio and basic details GET * cashBalance: 10000 * buyingPower: 20000 * currentStockValue: 20000 * ownedStocks\[]: * uuid * stock * uuid * tickerSymbol * stockName * stockPrice * metadata * companyDescription * stats * lastYearsProfits * ownershipDetails * amountShares * currentValue ### /api/portfolio/portfolio-history * \[] * date: 2021-06-07 10:00 * value: 19000 ### /api/transactions GET * \[] * triggerDate * settlementDate * type: STOCK | ACH * subType: BUY | SELL | LIMIT WITHDRAWAL | DEPOSIT | BOUNCEBANK * status: pending | settled | failed * triggeredBy: USER | SYSTEM (margin call) * stockDetails * dollarAmount * stockAmount * stockPrice * transactionRules * type: LIMIT | BUY * limitPrice: 300 * --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. 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