📊 Smart Investment MX

An app for monitoring investment portfolios in Mexico, including assets such as FIBRAs, ETFs, and other dividend-paying instruments. It generates alerts via Telegram and allows you to simulate financial scenarios using PER and dividend yield.

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🧱 Tecnologías

• Backend: Ruby on Rails (API-only) DONE!!!
• Frontend: ReactJS + Vite (NOT YET)
• Alertas: Telegram Bot API (NOT YET)
• Background Jobs: Sidekiq (NOT YET)
• Base de datos: PostgreSQL (NOT YET)

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🌟 Features

The application provides the following functionalities:

1. View Portfolio: Display current investment positions.
2. Simulate Dividends: Estimate potential dividend income.
3. Set Price Alerts: Create alerts for specific stock prices.
4. Simulate Rebalance: Analyze portfolio rebalancing scenarios.
5. Simulate Growth with Dividends: Project portfolio growth over time with reinvested dividends.
6. Check Saved Alerts: View all saved price alerts.
7. Delete Alert by Ticker: Remove a specific price alert by its ticker.
8. Edit Alert Price: Update the target price of an existing alert.
9. Exit: Close the application.

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🛠 Features

Edit Alert Price

The edit_alert_price method allows users to update the target price of an existing alert. Here's how it works:

1. Search Alerts: The user provides criteria (e.g., Ticker) to search for matching alerts.
2. Display Matches: All matching alerts are displayed with their details (Ticker, Target Price, Status).
3. Select Alert: The user selects the alert they want to edit by entering its corresponding number.
4. Update Target Price: The user enters a new target price for the selected alert.
5. Validation: The method ensures the input is valid (e.g., within range, positive price).
6. Save Changes: The updated alert is saved back to the storage.

Example Usage

Input:

Enter the criteria to search alerts (e.g., Ticker): AAPL
Matching Alerts:
1. Ticker: AAPL, Target Price: 200, Status: Active
Enter the number of the alert you want to edit (1-1): 1
Enter the new target price for AAPL: 250

Ouput:

✅ Target price for AAPL has been updated to 250.

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🛠 Features

Save Alerts

The save_alerts method is responsible for persisting all alerts to a storage file. Here's how it works:

1. Purpose: Ensures that all alerts are saved to a file for future retrieval.
2. File Format: Alerts are stored in a CSV file format for easy readability and compatibility.
3. Overwrite Behavior: Each time the method is called, it overwrites the existing file with the latest alert data.
4. Data Saved: Each alert includes the following details:
   • Ticker
   • Target Price
   • Status (e.g., Active, Inactive)

Example Usage

Code Example:

# Example of saving alerts
alerts = [
  { ticker: "AAPL", target_price: 150, status: "Active" },
  { ticker: "GOOGL", target_price: 2800, status: "Inactive" }
]

OUTPUT

Ticker,Target Price,Status
AAPL,150,Active
GOOGL,2800,Inactive

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🛠 Features

Delete Alert by Ticker

The delete_alert_by_ticker method allows users to remove an alert associated with a specific ticker. Here's how it works:

1. Search Alerts: Users provide the ticker symbol of the alert they want to delete.
2. Display Matches: All alerts matching the provided ticker are displayed.
3. Confirm Deletion: Users confirm whether they want to delete the alert.
4. Remove Alert: The selected alert is removed from the storage.
5. Save Changes: The updated list of alerts is saved back to the storage file.

Example Usage

Input:

Enter the ticker of the alert you want to delete: AAPL
Matching Alerts:
1. Ticker: AAPL, Target Price: 200, Status: Active
Are you sure you want to delete this alert? (yes/no): yes

Output

✅ The alert for AAPL has been successfully deleted.