Let's Bullish is a system that able to assist the users through various features such as follows:
- managing transaction,
- view pie chart by stock allocation,
- forecasting the profit,
- view periodically statistics,
- manage trading platform (including add favorite, set default, and adjust commission, and access to discussion board to add topic or comment)
- make a new post, delete post, and delete comment.
This proposed system is able to overcome difficulties that faced by the existing systems such as unable to view charges precisely, unable to forecast the profit, unable to view allocation stock by pie chart, unable to share the collaborative information of buying signal, and etc. This system also managed to reduce the complexity of recording trading transactions with the assist of auto generated fields. Thus, users can record their transaction with less data entry required.
For more information, please contact:
http://mmuexpert.mmu.edu.my/norainyusoff
Let's Bullish: An Assistive Stock Trading Journal Manager
1. LetsBullish : An Assistive
Stock Trading Journal Manager
Project
ID: 782
Lau Kai Ying (Web Platform)
Student ID: 1141328034
Yim Pui Yee (Mobile Platform)
Student ID: 1141328035
Supervisor:
Dr. Nor'Ain Binti Mohd Yusoff
Moderator:
Mr. Ban Kar Weng
Date of Presentation: 29th September 2017
2. Dr. Nor’ain Mohd Yusoff
Faculty of Computing and Informatics
http://mmuexpert.mmu.edu.my/norainyusoff
3. Table of Contents
1) Introduction
2) Project Overview
3) Problem Statement
4) Research Objective
5) Research Methodology
6) Research Motivations
7) Justifications and Scope
8) Literature Review
9) Proposed Solutions
10)Design & Implementation Plan
11)Research Highlight
12)Main References
13)Prototype Demostration
14)Q & A Session
4. 01 Introduction
• The research of this project is to discovers how the
traders and investors manage their post-trading
acitivities and proposed a system that will make their
life easier
• According to Aruna (2017), there are huge numbers of
younger investors and traders entering to the stock
market.
• Based on the analysis of Moody’s (2013), the most
cost-effective risk reduction is a portfolio that consist
of 25 stocks
5. Project Overview
This project is aimed to develop a Stock Trading
Journal Manager system for traders or investors to
manage their post-trading activities efficiently and
effectively
Allows user to record their post-trading activities
with less data entries, thus save their time and
efforts
Monitoring their post-trading activties in an effective
way are more likely to make profits.
02
6. 03 Problem Statement
Traders and investors having many difficulties and
inconveniences when recording their post-trading
activities
Unable to:
X See total profits/loss for a certain period
X Generate ROI and profits automatically
X Generate fixed commission fees for each bank
X Forecasting the profits
X View periodically statistics of profits/loss
X Share trading signals with other traders/investors
7. I II III IV
To identify user
requirement for a stock
trading journal manager
system
To formulate a system
framework of stock trading
journal manager that can
helps the traders/investors to
record their trading activities
To construct and
develop a prototyping
system from the
system framework
To evaluate the
system framework
04 Research Objectives
8. 1
Identify User
Requirement
2 3
Formulate
System
Framework
Develop
Prototype
Interview session
was conducted to
acquire user
requirement
4
Evaluate
System
Framework
Formulation of
proposed system
framework using
UML diagram, Use
cases diagram,
sequence diagram
etc
Construction of
prototyping using
PHP, JavaScript, CSS,
HTML, Java
Evaluation of system
framework by using
Direct Observation
for traders willing to
participate
05 Research Methodology
Phase 1 Phase 2
Begin End
9. 1
2
Post-trading activities including buy, sell, bonus
activity can be recorded in a more convenient and
hassle-free way
3
4
Increase awareness of users about the
importance of using a stock trading journal manager
to keep track of their transactions
06 Research Motivation
Help the traders/investors to have a clear picture of
the net profit they have earned from the sold stock
The traders/investor in Bursa can save their time
on recording post-trading activities
10. 07 Justification and Scope
Traders and investors that make trading activities
in Bursa Malaysia
User
Scope
This system is develop for traders and investors to
manage their stock transaction in Bursa Malaysia
It is based on Malaysia currencies, thus not suitable for
traders and investor that invest in foreign stock market
to use
11. 08 Literature Review (Web Platform)
Applications Malaysiastock.biz i3investor.com ShareInvestor.com
Description
A website that provides
latest KLSE
announcement, stock
quote, analysis tools, and
portfolio tools that help
traders monitor their stock
A website that offers
stock market blogs,
news, live quotes,
charts, watch list,
portfolio tools and
more
A finance focused
technology that
provide real-time
terminal with market
data, market depth
information and
financial news
Manage Transaction
Record
No Yes Yes
Display Portfolio Yes Yes Yes
Publish Portfolio Yes Yes Yes
Setup Commission No Yes No
Stock Quote Yes Yes Yes
Stock Alert No No Yes
Allocation Chart Yes No Yes
Performance Chart Yes Yes No
Real-time Bursa Gadget Yes Yes Yes
User’s Comment No Yes No
12. Literature Review (Mobile Plaform)
Applications KLSE Screener ShareInvestor Microsoft Excel
Main Description KLSE (Bursa) Stock
Screener is an online
tool to help user
analysis Malaysia
Stock Market.
Get real-time stock quotes,
stock charts, company
fundamentals, financial
results and market moving
financial news with
ShareInvestor.com.
Microsoft Excel is a
spreadsheet application
allow users to build own
spreadsheet to meet specific
needs that related to finance,
accounting or auditing
Register an account Yes No Yes
Search Function Yes Yes Yes
Manage Transaction
Records
Yes No Yes
Adjust commission Yes No Yes
Fees calculator Yes No No
News/Announcement Yes Yes No
Real-time stock quotes Yes Yes No
Charts Overview Yes Yes Yes
13. 09 Proposed Solutions
+
Analysis of
Comparison
Table
Interview
Result
Functional Requirements Non-functional
Requirements
Registration, Log In, Log Out Interface
Manage Transaction (View, Create, Edit, Delete,
Search)
Performance
View Pie Chart of Stock Allocation Reliability
View Statistic Usability
Manage Trading Plaform (Add Favorite, Adjust
Commision, Set Default )
Access Discussion Board (Add Topic/Comment,
Delete Own Topic/Comment)
Give Feedback
View Feedback
Manage Discussion Board (Delete Topic/Comment)
27. 10 Design and Implementation Plans
Gantt Chart of FYP1
28. Milestones of FYP1
Week Milestones Due date Task Description
1 Introduction 3 July – 16 July (2 weeks) Research on related feasibility and topics
Consulted with supervisor on how to
approach the project
3 Literature Review 17 July – 23 July (1 week) Read relevant articles and study the existing
systems
4 User Requirements 24 July – 6 Aug (2 weeks) Conducted interviews with traders and
investors and elicit user’s requirements
Performed requirement analysis
Proposed function requirements and non-
functional requirements
6 Proposed Solution 7 Aug – 27 Aug (3 weeks) Draw system architecture and system
behavior diagrams
9 Implementation Plan 28 Aug – 10 Sept (2 weeks) Lay out the project implementation plan for
the next semester.
Set target and milestone dates
11 Conclusion 11 Sept – 17 Sept (1 week) Summarized what have been achieved, and
what is to be achieved in the next phase of
the project
12 Report Submission 20 Sept Submit the report
13 Presentation 25 Sept – 6 Oct (1 week) Project was presented
30. Week Milestones Due date Task Description
1 Design Implementation 20 Nov – 3 Dec (2 weeks) Most of the design pages will be created
Developing home page for login
authentication
3 Implement Identification
Framework
4 Dec – 17 Dec (2 week) Implement the identification algorithm
Database will be implemented and
integrated with the system
4 Implement Collaboration
Framework
18 Dec – 31 Dec (2 weeks) Implement the framework that allows user to
share information through discussion board
6 System Implementation 1 Jan – 14 Jan (2 weeks) Implement functional and non-functional
requirements through coding and debugging
9 System Testing 15 Jan – 21 Jan (1 Week) System components or modules will be
tested individually
Overall system will be tested
11 System Completion 22 Jan – 4 Feb (2 weeks) System will be finalized completely
12 Report Submission 5 Feb – 11 Feb (1 week) Report will be finalized and submitted
13 Presentation 12 Feb – 25 Feb (2 weeks) System will be presented
Milestones of FYP2
32. • Aruna, P. (2017, May 3). More young investors entering into Malaysian
market. Retrieved September 18, 2017 from Star Media Group Berhad:
http://www.thestar.com.my/business/business-news/2017/05/03/young-
investors/
• Moody’s. (2013). Diversification. Retrieved March 4, 2013, from
http://www.efmoody.com/investments/diversification.html
Main References
