Equity Calls Platform Development
Budget: $750 – $1,500 USD
# Software Requirements Specification (SRS)
## 1. Introduction
### 1.1 Purpose
The purpose of this document is to define the functional and non-functional requirements of the **Equity Calls Platform**. The platform will provide **equity trading recommendations**, portfolio tracking, and investment education tailored for the **Indian stock market**.
### 1.2 Scope
The platform will integrate features such as **real-time stock data visualization using TradingView**, **custom-built portfolio management (similar to MProfit)**, **one-click portfolio rebalancing**, **SIP (Systematic Investment Plan) management**, and **educational content** for investors. The platform will support desktop and mobile web access.
### 1.3 Definitions, Acronyms, and Abbreviations
- **NSE**: National Stock Exchange of India
- **SIP**: Systematic Investment Plan
- **TradingView**: Financial charting and analysis tool
- **API**: Application Programming Interface
### 1.4 References
- NSE Official API Documentation
- TradingView API Documentation
## 2. Overall Description
### 2.1 Product Perspective
The platform will be a **web-based application** that provides equity trading insights, portfolio tracking, and investment strategies. It will integrate with **TradingView for stock data visualization** and include a **custom-built portfolio management system** similar to MProfit.
### 2.2 User Classes and Characteristics
- **Retail Investors**: Individuals looking for stock recommendations and educational content.
- **Traders**: Users actively trading in the Indian stock market.
- **Financial Advisors**: Professionals managing client portfolios.
### 2.3 Operating Environment
- Web application (responsive for desktop and mobile)
- Hosted on cloud-based servers
- Uses APIs for data integration
### 2.4 Design and Implementation Constraints
- Real-time stock data dependency on **TradingView API**
- Secure authentication and user data protection
### 2.5 Assumptions and Dependencies
- Reliable access to **TradingView API**
- Users have basic knowledge of stock trading
- Availability of NSE market data
## 3. Specific Requirements
### 3.1 Functional Requirements
#### 3.1.1 User Authentication
- Users must register and log in using **email/phone authentication**.
- Two-factor authentication (2FA) for enhanced security.
#### 3.1.2 Stock Market Data Integration
- Display **real-time stock price charts** using **TradingView**.
- Provide **buy/sell recommendations** based on predefined criteria.
#### 3.1.3 Portfolio Management (Custom-built)
- Allow users to **create and manage their investment portfolios**.
- Track **portfolio performance** and generate reports.
- Provide **one-click portfolio rebalancing**.
#### 3.1.4 SIP Management
- Allow users to set up **SIP investments**.
- Provide recommendations for SIP-based equity investments.
#### 3.1.5 Educational Content
- Provide **investment strategy articles, tutorials, and webinars**.
- Offer stock market news and insights.
### 3.2 Non-Functional Requirements
#### 3.2.1 Performance Requirements
- The system should handle **5000+ concurrent users** efficiently.
- API response time should be **less than 2 seconds**.
#### 3.2.2 Security Requirements
- Implement **SSL encryption** for secure transactions.
- Ensure **user data privacy** and compliance with regulations.
#### 3.2.3 Usability Requirements
- **Mobile-friendly UI** for easy access.
- **Intuitive dashboard** for seamless navigation.
## 4. Appendices
- API Integration Guidelines
- Deployment & Maintenance Plan
---
## 1. Introduction
### 1.1 Purpose
The purpose of this document is to define the functional and non-functional requirements of the **Equity Calls Platform**. The platform will provide **equity trading recommendations**, portfolio tracking, and investment education tailored for the **Indian stock market**.
### 1.2 Scope
The platform will integrate features such as **real-time stock data visualization using TradingView**, **custom-built portfolio management (similar to MProfit)**, **one-click portfolio rebalancing**, **SIP (Systematic Investment Plan) management**, and **educational content** for investors. The platform will support desktop and mobile web access.
### 1.3 Definitions, Acronyms, and Abbreviations
- **NSE**: National Stock Exchange of India
- **SIP**: Systematic Investment Plan
- **TradingView**: Financial charting and analysis tool
- **API**: Application Programming Interface
### 1.4 References
- NSE Official API Documentation
- TradingView API Documentation
## 2. Overall Description
### 2.1 Product Perspective
The platform will be a **web-based application** that provides equity trading insights, portfolio tracking, and investment strategies. It will integrate with **TradingView for stock data visualization** and include a **custom-built portfolio management system** similar to MProfit.
### 2.2 User Classes and Characteristics
- **Retail Investors**: Individuals looking for stock recommendations and educational content.
- **Traders**: Users actively trading in the Indian stock market.
- **Financial Advisors**: Professionals managing client portfolios.
### 2.3 Operating Environment
- Web application (responsive for desktop and mobile)
- Hosted on cloud-based servers
- Uses APIs for data integration
### 2.4 Design and Implementation Constraints
- Real-time stock data dependency on **TradingView API**
- Secure authentication and user data protection
### 2.5 Assumptions and Dependencies
- Reliable access to **TradingView API**
- Users have basic knowledge of stock trading
- Availability of NSE market data
## 3. Specific Requirements
### 3.1 Functional Requirements
#### 3.1.1 User Authentication
- Users must register and log in using **email/phone authentication**.
- Two-factor authentication (2FA) for enhanced security.
#### 3.1.2 Stock Market Data Integration
- Display **real-time stock price charts** using **TradingView**.
- Provide **buy/sell recommendations** based on predefined criteria.
#### 3.1.3 Portfolio Management (Custom-built)
- Allow users to **create and manage their investment portfolios**.
- Track **portfolio performance** and generate reports.
- Provide **one-click portfolio rebalancing**.
#### 3.1.4 SIP Management
- Allow users to set up **SIP investments**.
- Provide recommendations for SIP-based equity investments.
#### 3.1.5 Educational Content
- Provide **investment strategy articles, tutorials, and webinars**.
- Offer stock market news and insights.
### 3.2 Non-Functional Requirements
#### 3.2.1 Performance Requirements
- The system should handle **5000+ concurrent users** efficiently.
- API response time should be **less than 2 seconds**.
#### 3.2.2 Security Requirements
- Implement **SSL encryption** for secure transactions.
- Ensure **user data privacy** and compliance with regulations.
#### 3.2.3 Usability Requirements
- **Mobile-friendly UI** for easy access.
- **Intuitive dashboard** for seamless navigation.
## 4. Appendices
- API Integration Guidelines
- Deployment & Maintenance Plan
---