Equity-Analyzer

A Flask web application that tracks real-time equity prices for different companies in a MySQL database, graphs important statistical trends using React/Chart.js, integrated with a Black Scholes and Monte Carlo option pricing calculator.

Project Demo

https://youtu.be/jVuRS5mW1XA

Languages/Tools/Frameworks used:

1. Python
2. SQL
3. TypeScript
4. HTML/CSS
5. Flask
6. MySQL
7. React
8. Chart.js
9. Makefile

Key features:

1. The user specifies a ticker as well as a start and end date.
2. If the data does not already exist in the database, the daily price data is fetched using yfinance, which is then stored in a MySQL database.
3. The program retrieves the data and uses React and Chart.js to graph the open, high, low, close, and volume price for the specified period.
4. On each graph, the 20-day (red line) and 50-day (blue line) weighted moving averages are shown.
5. The option pricing calculator outputs the call and put prices from both the Black Scholes model as well as a Monte Carlo simultation given the underlying price, strike price, risk-free interest rate, volatility, and maturity, generating both theoretical prices and Greek values.

Screenshots of Project

Stock Market Trend Analyzer

Option Price Calculator

Backend Environment variables

Variable	Description
PYTHON_ENV	development or production
DB_HOST	Host address of database
DB_DATABASE	Database name
DB_USER	Username credentials
DB_PASSWORD	Password credentials

Note: Backend Environment variables can be supplied via a .env file in the server directory. See ./server/example.env for an example

Frontend Environment variables

Variable	Description
NODE_ENV	development

Note: Frontend Environment variables can be supplied via a .env file in the client directory. See ./client/example.env for an example

Project Setup

To run the project, you will need to open two separate terminals.

• In the first terminal, run make backend. This will install all the Python packages in a virtual environment and run the server on port 5000.
• In the second terminal, run make frontend. This will install all the TypeScript packages and run the application on port 3000. Open http://localhost:3000 to view the result in your browser.

Other Make Commands

Command	Description
make install_frontend	Install all the frontend TypeScript packages
make start_frontend	Start the frontend without installing packages
make install_backend	Setup virtual environment and install backend Python packages
make start_backend	Start the server without installing packages
make clean_backend	Destroys the virtual environment and removes Python packages