Stock Trading App Tutorial [Part 00] - App Overview

Summary

In this new series, the creator plans to transform a technical screener app into a full-stack Python application, complete with a database, alerts, and automated trading features. The project will span roughly 12 parts, with each video accompanied by a written tutorial on the website. Topics will cover database design, SQL queries, Python integration, job scheduling, web dashboard creation, technical indicators with alternative libraries like Tulip, user authentication, trading UI, alerts, notifications, and server configuration for deployment. The aim is to empower viewers to build their own hosted web applications by the end of the series.

Takeaways

• 😀 The channel is starting a new series that will be the longest one ever, likely extending through the end of the month.
• 📝 The creator is working on improving their writing skills to provide full written tutorials for each video in the series.
• 💻 They have been developing the website further and setting up a WordPress instance to support the tutorial content.
• 🔢 The series is planned to be roughly 12 parts, focusing on enhancing a technical screener app into a full-stack Python application.
• 🌐 The app will include more features like deployment, database usage, alerts, notifications, and automatic trading capabilities.
• 📈 The tutorial will cover topics such as deploying the app on a cloud service like AWS for continuous operation and notifications.
• 📝 Articles will be posted on the website alongside each video, allowing viewers to follow along in written form and copy code snippets.
• 🔍 The series will revisit a previously built technical screener web app and expand its functionality.
• 🗓️ The first few videos will focus on database design and SQL, including migrating from CSV files to a relational database for easier management.
• 🛠️ Subsequent parts will delve into job scheduling, building a web dashboard, applying technical indicators, and user authentication.
• 📲 The series will also explore setting up alerts and notifications, and automating trades based on technical settings.

Q & A

What is the main focus of the new series the speaker is starting?

The new series will focus on developing a full-stack Python application by enhancing a technical screener app with more features and sophistication, including deployment, database setup, alerts, notifications, and automatic trading capabilities.

What is the speaker's plan for providing tutorials along with the video series?

The speaker plans to create a full written tutorial for every video in the series, which will be posted on the website alongside each video, allowing viewers to follow along in written form and copy and paste code snippets.

How many parts does the speaker anticipate the series to have?

The speaker anticipates the series to have roughly 12 parts, as per the current plan.

What is the first topic the speaker will cover in the series?

The first topic to be covered is database design and the process of porting CSV files into a relational database for easier management.

How does the speaker plan to handle the updating of data in the application?

The speaker plans to discuss job scheduling to automate the process of updating data. This will involve using Python scripts with cron jobs or Windows Scheduler to automatically fetch new price data and keep the database up to date.

What will the web dashboard front end allow users to do?

The web dashboard front end will allow users to browse price data, click around, drill down to specific symbols, apply multiple indicators, and have a more sophisticated user interface with improved layout and color.

How does the speaker plan to incorporate technical indicators into the application?

The speaker plans to use a SQL database instead of CSV files and will discuss how to use Pandas with SQL to query the database and return data into a Pandas DataFrame for analysis with technical indicators.

What library might the speaker use for technical screening instead of TA-Lib?

The speaker is considering using the Tulip Indicators library for technical screening, as it offers a wider range of indicators and may be more compatible with different operating systems.

What authentication features does the speaker plan to implement in the web application?

The speaker plans to implement user authentication to allow users to save preferences, screens, indicators, or settings tied to their user account, and also to secure the application for real trading functionalities.

How does the speaker intend to handle alerts and notifications within the application?

The speaker intends to set up alerts and notifications based on user account settings, which could involve sending email reports or SMS messages using services like Twilio when certain patterns or thresholds are met.

What server configurations does the speaker have experience with and will discuss?

The speaker has experience with virtual servers on Linode or DigitalOcean and has run a web application on Linux for over a decade. They will discuss how to get the application online using these platforms.

What is the speaker's vision for the future content of the channel?

The speaker envisions creating a polished, advanced course that builds upon the content from the channel, which would be a comprehensive guide to Python for traders, potentially offered on a platform like Teachable in the future.

Outlines

00:00

📚 Introduction to a New Series and Website Tutorials

The speaker introduces a new series that will be the longest one ever, taking through the end of the month to record. They plan to provide a full written tutorial for every video, which involves improving their writing skills and setting up a WordPress instance. The series will consist of approximately 12 parts, focusing on enhancing a technical screener app into a full-stack Python application. The app will include deployment, database usage, alerts, notifications, and automatic trading. The speaker also mentions deploying the app on a cloud service like AWS for continuous operation and notifications upon pattern detection. They invite viewers to check the website for articles accompanying each video, allowing for written follow-along and code snippets.

05:01

🛠️ Expanding Technical Screener App with Full Stack Features

The speaker outlines the direction of the channel for the next few weeks, which includes revisiting a previously built technical screener web app and transforming it into a full-stack Python application. They plan to add more features such as database integration, job scheduling for data updates, a web dashboard for browsing price data, and applying multiple technical indicators. The speaker also intends to explore different technical analysis libraries, considering alternatives to TA-Lib, such as Tulip Indicators, for more sophisticated technical screening. They will also cover user authentication to allow users to save preferences and potentially incorporate real trading. Additionally, they will discuss alerts, notifications, and automated trading based on user settings, as well as server configuration and deployment to create a set-and-forget system.

10:02

🌐 Website Development and Future Course Considerations

The speaker discusses the ongoing development of their website, including plans to build an email list and potentially create a polished course on Python for traders, which they may offer on platforms like Teachable in the future. They express gratitude to those who have donated via their 'Buy Me a Coffee' page and consider the possibility of setting up GitHub sponsors for recurring contributions. The speaker emphasizes their intention to continue providing free content while also considering ways to monetize more comprehensive educational materials. They also mention the possibility of using a Raspberry Pi as a small server in the future.

15:04

🚀 Conclusion and Call to Action for the Upcoming Series

The speaker concludes by summarizing the direction of the channel for the rest of October, which will involve continuous posting of articles and videos related to building a web application from scratch. They encourage viewers to follow along, sign up for the email list, and consider making a donation if they find value in the content. The speaker aims to empower viewers to potentially have their own hosted web application by the end of the month, marking a significant achievement and outcome of the series.

Keywords

💡Full Stack Python Application

A Full Stack Python Application refers to a complete software solution that includes both the front-end (user interface) and back-end (server, database) components, all developed using Python. In the video, the speaker plans to develop such an application, incorporating features like database integration, web dashboard interfaces, and automated trading functionalities.

💡Technical Screener App

A Technical Screener App is a tool used to analyze financial markets by scanning for specific patterns and indicators in stock price data. The speaker mentions revisiting a previous project involving this app, aiming to enhance it with additional features like database integration and automated trading.

💡SQL

SQL (Structured Query Language) is a standardized language used to manage and manipulate relational databases. In the video, the speaker plans to cover topics like database design, SQL queries, and integrating SQL with Python to efficiently manage and analyze stock data.

💡Database Design

Database Design involves creating a structured format for storing data, ensuring it is organized, efficient, and scalable. The speaker intends to begin the series with videos on database design, focusing on transitioning from flat CSV files to a more manageable relational database system.

💡Job Scheduling

Job Scheduling refers to the process of automating the execution of tasks at specified times or intervals. In the context of the video, it involves setting up scripts to regularly update stock price data and keep the database current without manual intervention.

💡Web Dashboard

A Web Dashboard is an online interface that displays data and allows user interaction with various metrics and controls. The speaker plans to develop a web dashboard for the trading app, providing a user-friendly way to view and analyze stock data, apply indicators, and perform trades.

💡Technical Indicators

Technical Indicators are statistical calculations based on historical price and volume data used to predict future market movements. The video series will explore various indicators, integrating them into the app to enhance the technical screening capabilities.

💡User Authentication

User Authentication is a security process that verifies the identity of a user before granting access to an application. The speaker plans to implement user authentication in the app to protect user data and preferences, allowing personalized settings and secure trading operations.

💡Automated Trading

Automated Trading involves using algorithms and software to execute trades based on predefined criteria without manual intervention. The video series will include tutorials on setting up automated trading systems within the app, allowing for real-time trading based on technical indicators.

💡Deployment

Deployment refers to the process of making an application available for use on a server or hosting platform. The speaker will cover topics related to server configuration, domain setup, and deploying the trading app to platforms like DigitalOcean, ensuring it is accessible online.

Highlights

Starting a new series that will be the longest one ever, likely to take through the end of the month to finish recording.

Full written tutorial for every single video in the series.

Improving writing skills for creating comprehensive tutorials.

Developing the website with a WordPress instance for tutorial integration.

Series will consist of roughly 12 parts.

Revising a technical screener app to a full-stack Python application with additional features.

Deployment of the application using a cloud service like AWS for continuous operation.

Incorporating database usage, alerts, notifications, and automatic trading into the application.

Providing articles on the website alongside each video for those who prefer written form.

Building a technical screener web app with a web interface listing candlestick patterns.

Using CSV files and pandas data frames for technical indicators and pattern detection.

Introduction of database design and SQL for managing data more efficiently.

Teaching SQL queries for data selection, aggregation, and specific date ranges.

Integrating Python with SQL for dynamic database interactions.

Scheduling programs with cron or Windows Scheduler for automatic data updates.

Developing a web dashboard for browsing and analyzing price data.

Transitioning from using CSV files to a SQL database for technical indicators.

Exploring alternative libraries to TA-Lib for technical screening.

Incorporating user authentication for personalized user experiences and secure trading.

Adding trading UI for manual trades and automation based on user settings.

Setting up alerts and notifications for intraday and end-of-day trading activities.

Automating trades based on technical settings for a hands-off trading system.

Discussing server configuration and deployment for hosting the web application.

Considering creating a polished course on building advanced applications for a fee.

Building an email list for updates and potential course offerings.

Expressing gratitude for donations and considering options for recurring contributions.

Transcripts

hey welcome back today i'm going to be

starting a new series and it's going to

be the longest one

ever it's probably going to take through

the end of the month

to finish recording all the videos for

it and so i'm going to give you a quick

overview of the direction we're going

with the channel for the next few weeks

so number one i started working on the

website a bit

and for this series there's going to be

a full written tutorial for

every single video so i've been working

on my writing skills the past couple

weeks since

they've gotten pretty rusty i haven't

written any programming articles in a

long time so i've started

working on this so i've developed the

website out a little more and set up

a wordpress instance and so there's

going to be

a series of videos it's going to be

roughly 12 parts that's how i have it

planned out

uh so far and so what i'm going to be

doing is revisiting

uh this technical screener app but

adding a lot more bells and whistles

and turning it into a full-blown you

know full stack python application

and talking about how to make this

application uh more

sophisticated both in the fact that

we'll deploy it but also we'll use a

database we'll set up some alerts and

notifications

have some automatic trading and things

like that so um yeah there was a

question down here on this one that said

how do you deploy it

and so we could use a cloud like aws let

run forever in the background

and once it detects a desired pattern it

sends out a notification

so we're going to talk about some topics

like that in this tutorial

and so keep an eye out on the website

i'm going to be posting articles

along with each video so that if you

want to follow along in written form

and copy and paste snippets of code you

can do that as well

so that's one of my goals to build out

the website a little more so if you

remember a couple of months ago i

created a tutorial video on building

a technical screener web app so we built

this web interface

we listed all the candlestick patterns

in talib we made a scan button to detect

these patterns it would go through

all the csv files and load them into

pandas data frames and apply technical

indicators

and then spit out all these charts and

whether the bearish or bullish

pattern was detected looks like a lot of

bearish candlestick

bearish engulfing patterns uh the last

couple days or the

as of friday so um yeah so that's how

this is working now

um and i committed all of the csv files

that's generated to

the github repository but you'll notice

um yeah that's that becomes a little

unmanageable over time

so we have like all these csv files

right for every single symbol

so um i'm going to this

whole series is going to start off with

a few videos on database design

and sql so the first video the one i'll

be recording now

is going to be about database design and

porting csv files these flat files

into a relational database so that

it's a little easier to manage like so

if a stock symbol changes

names or once gets de-listed and we

delete it you know we don't have to

find the file and delete it managing

hundreds of files like that

isn't necessarily the best idea

especially if you're running a

multi-user

web application so secondly we'll talk a

little bit about sql queries

so i'll show you how to select data

slice and dice it

aggregate it calculate sums all in sql

and also select very specific uh date

ranges so if you're interested

in just the last week or splitting up

your

historical data into different times

time

frames we can use sql to select only the

data we need rather than reading in

entire files next we'll talk about

python and sql so i'm going to show you

the intro to sql on the command line

just so you know how to write sql

queries

if you're unfamiliar if you already do

or you can

if you know any of these topics actually

you can skip ahead but uh the third

video is going to be on python sql so

getting those sql queries

having python execute those um and

dynamically

um filling our database so we're going

to hit all of those

yahoo finance endpoints to get market

data but then we're going to use python

to execute all these queries

to insert all these rows in a nice

relational database

after that if we have our data in a

great format we're going to talk about

job scheduling so

a while back when i built that web

application i just snapchated all the

data up to august or so but you know

it's october now so we need to keep

that data up to date so i want to talk

about scheduling programs to run

so python scripts to run with cron or

windows scheduler if you're using

windows

and to automatically get new price data

without us doing anything

and keep a data set up to date a

database up to date

right so that's job scheduling once we

have all the data and it's continuously

up to date

we'll build a web dashboard front end to

it so we'll have

this nice web interface that we can

browse the price

data click around drill down to specific

symbols

um apply multiple indicators that sort

of thing so we'll make this

uh ui a little more sophisticated maybe

add some color

some good layout make it a little nicer

right

after we have a web dashboard we want to

apply our technical indicators

uh previously i use ta lib against

uh these csv files right we loaded csv

files into a data frame but

now that we're not going to use csv

files we're going to use a sql database

i'm going to talk to

talk about how to use pandas with sql so

to query a relational database

and return that data into a pandas data

frame

for further analysis right which leads

into part seven

technical screening so uh we want to use

our library so we used talib before i

thought we might try something else some

people mentioned they have problems with

ta lib on windows

or and you know there's other libraries

out there so i don't want to make this

all about ta lib when when we're using

technical analysis library so

i thought we'll probably try this tulip

indicator so try that out maybe this

will be

more handy to us so we'll do a tutorial

on tulip

this tulip indicators library okay and

we'll use that for

some technical screening and we'll do

more technical screening than just these

patterns

i will try to incorporate some of these

other

indicators that are listed looks like

tulip indicators has 104 indicators now

so uh yeah let's let's try to use more

of those

in this example so we'll create a few

drop downs and maybe allow some

numeric inputs and so forth to

screen maybe find some more powerful

signals than what we focused on

in the past after that i'm going to talk

about users and authentication

so since we're going to be deploying a

web application to an actual server

that's out there in the world we want to

lock it down right

it's fine to just do a read-only

application and not have user

authentication

if it's just going to be you know this

scanner and we want

anyone to use it any anonymous person to

use it that's fine but in this case i

want to go a little bit further in this

tutorial and actually

have some authentication that way the

user

can have some preferences so the user

would be you in this case

and maybe you could go in and say save

some screens to your account

right or save some indicators or

settings that you're interested

in and it can be tied to your user

account and also

we can incorporate some actual real

trading

and if we want to let something trade

our account right we want to

make sure we verify that the person uh

giving it permission is actually who

they say they are

right okay and then after that we'll

once we have it

the ability to lock it down we'll add a

trick a little bit of trading

ui so maybe here on the side here um

you'll be able to actually

you know click some buttons and make

some trades based on this uh screen so

some manual trades

but then also we will do some automation

right

so in part 10 11 we'll do some alerts

and notifications so maybe you'll be

able to

save a setting to your user account that

says notify me

when a certain pattern hits or a certain

threshold is hit

on some technical indicator right and so

we could just send an email report

at the end of the day so we'll talk

about how to send email from python but

also how you could probably send

sms using twilio or to a special email

address

that will actually forward it to an sms

text message

so uh we'll talk about how to do that

and also uh yeah so that could be like

an end of the end of the day

thing that happens uh using our job

scheduler right we can scan for whatever

your account settings are and then send

some emails with a list of trades and

maybe you can take action from your

email

but also um yeah maybe we want to do

something intraday so do some more real

time

where we snapshot things every few

minutes or check on the candles every

five minutes

and then maybe send an email emails and

notifications

intraday in addition to that we might

want to say

uh when a condition happens not only is

in the email but maybe certain ones

we want to automatically place trades

for them we don't want to have to

intervene and so let's talk about

automating some trades

based on our technical settings and just

having this whole system be where we can

just kind of set it and forget it once

we configure

our user preferences one time and then

finally once we have this

all set up like we want i want to talk a

little bit more about server

configuration

and deployment so how this site goes

onto a server

and even configure a domain so we could

have like mytradingsite.com

and configure that and have this all

running and this kind of set and forget

system or something where we can go

you know check on you know our own

little trading dashboard right and so

yeah let's talk about how to build a

full stack uh web application

and i'm going to show you for servers

i'm going to focus on a couple of

different server setups i like

i actually usually use a virtual server

on lynode or digitalocean the website

here

is on digitalocean um and so the

discussion board in this blog

but also i have client sites and other

sites that run on linux i have had

a web application for a client running

for over 10 years now on linux so i

trust that

quite a bit as well because i've never

really managed it very much so

these are cheap options they're only

like five bucks a month i think you get

a ton of free credits too

so i'm gonna talk about how to actually

get uh your application online

okay um yeah so be on the lookout

all these will appear as articles and

i'm going to go through them in order

and you can follow along if you want to

copy snippets of code

and then all this will be searchable by

google which looks nice i want to make

a little bit more of an effort going

forward on the website and building this

up the other thing i've added to the

website is a place to put your email

address i know i've

talked about doing this in an old video

about building up an email list so i'm

getting to that point now

where i would like to do this and so if

you want to receive

some notifications on updates to the

site and articles

and also i'm starting to think about

putting all this into a longer form

course this is actually going to be

fairly long 12

12 parts here this is actually in a

course in itself i'm doing you know this

absolutely free

but i'm starting to think in terms of

building a very sophisticated

series of applications and from scratch

starting at the beginning of everything

we've learned on this channel and

building up

over time into a really polished course

format which i would actually charge

money for

and put on uh teachable is what i'm

thinking as the platform

and so if you're interested in something

like that then leave your email address

and you'll get an email whenever it's

ready this is something that won't

happen until next year

it's going to take me a long time to

really write all this out like i want it

i have this

vision in my head of what a good python

for traders course

would look like and i want to fully

write this out over the course of

six months to a year or something like

that it's gonna take me a long time

so uh there's that um yeah so blog posts

will appear here

and also um i will now mention donations

uh there's a buy me a coffee page that i

set up like a month ago

and people are using it and i want to

thank everyone again that's contributed

so far so this is just people have said

they want you they found values in the

videos and they wanted to donate five

bucks for instance

and so going back uh it's been a couple

weeks

so i want to thank all these people uh

taka who is

in japan thank you very much he's in to

go and python i'm

i do want to learn some go at some point

um it's getting very popular in the last

few years here

klaus thank you very much uh darius

walk sebastian i appreciate the

contribution

amit says don't comment that says don't

become an alcoholic thank you

i i won't i've i've learned the hard way

that's

a bad way to go uh parvender bought me

five drinks very generous i appreciate

it

uh he's looking for some help uh i don't

know if i'll have time

i'm getting a lot of inquiries lately

about you know debugging people's code

or

being a consultant and i just don't have

enough time in the day for now i want

to just do these videos in my spare time

when it's convenient

otherwise i tried to do some consulting

for a bit

and it just kind of burnt me out because

i already have a job and

lots of obligations and also like to

have a good time out on the town so

um i'm i don't want any extra deadlines

or

to owe anyone anything necessarily so

that's the reason i'm not doing a lot of

these consulting projects when people

ask about them uh mike thank you very

much i'm glad you found it

helpful for a td ameritrade and i do

want to get a raspberry pi

uh at some like actually i should

probably just order one they're like 50

bucks or something right

i'd like to play around with them as

like a little a small server to set up

somewhere

so that'd be very cool jose thank you

very much

ramahan um thank you

danielle williams appreciate it he asked

if i've considered setting up github

sponsors

and if they want a recurring

contribution i guess i could do that i

don't know

i didn't know if anyone would be

interested in recurring uh the reason i

chose

uh buying me a coffee instead of patreon

because i figured people might

just want to do a one-time five dollar

thing and not commit to some um

recurring contribution but maybe if

people want to do that

yeah maybe i'll add it to the github

we'll see

um yeah for now i think this is working

pretty well

um people contributing five dollars here

and there when they feel like it

and like i said i think if i want to

ask for more most of these things are

just gonna be free but if i wanted to

ask for more i think i should make a

really polished

uh course that's really well done that

shows you how to build something very

advanced

and it's gonna be like 40 over 40 hours

of content so

that's what i'll be working towards if i

want people to make

larger contributions i want to give

something big

um dan um yes i've emailed dan

um about this we'll see if we can get

that resolved

and uh gerson thank you very much as

well so

thanks to everyone that contributed i'll

leave a link below if anyone else

finds value in these videos and wants to

make a donation

uh it will be there under the donate

link

so yeah that's that's about it that's

where we're going with the channel

um this is 12 parts at least i haven't

even finished it yet

but it's outlined and that's what i'm

predicting right now and if so

i'm going to be this is going to be the

direction of the channel for the rest of

the month so for the rest of october

i'll continually post these articles

post a video

and you can follow along and at the end

of the month

maybe you'll have an entire web

application of your own hosted on a

server from scratch

which will be a really cool outcome so

uh follow along sign up for the email

list

make a donation and thanks a lot

everyone for watching let's go ahead and

get started

with building this project