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Complete Step

The document outlines a comprehensive step-by-step to-do list for setting up a stock analysis and trading education platform, covering both frontend and backend development phases. It includes detailed tasks for configuring environments, implementing authentication, developing user profiles, creating dashboards, and integrating educational content. The expected outcomes for each phase ensure a systematic approach to building a fully functional platform.

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RakeshChaudhary
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0% found this document useful (0 votes)
26 views43 pages

Complete Step

The document outlines a comprehensive step-by-step to-do list for setting up a stock analysis and trading education platform, covering both frontend and backend development phases. It includes detailed tasks for configuring environments, implementing authentication, developing user profiles, creating dashboards, and integrating educational content. The expected outcomes for each phase ensure a systematic approach to building a fully functional platform.

Uploaded by

RakeshChaudhary
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Complete Step-by-Step To-Do List for Stock Analysis & Trading Education Platform

Initial Setup Phase

Frontend Setup (Flutter)

Set up Flutter development environment

Install Flutter SDK latest stable version

Configure Android Studio or VS Code with Flutter and Dart plugins

Set up iOS development environment Xcode on Mac

Configure Android emulators and iOS simulators for testing

Verify setup with flutter doctor command and resolve any issues

Expected outcome Working Flutter development environment ready for coding

Create new Flutter project with standard structure

Run flutter create --org com.yourcompany stock_trading_app

Restructure the folders to follow clean architecture

/lib/core/ for utils, constants, theme

/lib/features/ for feature-based modules

/lib/data/ for repositories and data sources

/lib/presentation/ for screens and widgets

Configure app icons and splash screen assets

Set up routing system using go_router or auto_route

Expected outcome Project structure ready for development

Configure Flutter app styling and theme

Create theme constants file with primary and accent colors

Design typography system with font styles and sizes

Set up dark and light theme variants

Implement custom buttons, inputs, and common UI components

Create responsive sizing utilities for different screen sizes

Expected outcome Consistent styling system for the entire app

Set up frontend state management and dependencies

Add state management library Bloc, Provider, or Riverpod

Configure HTTP client Dio or http package

Add secure storage package for sensitive data


Include form validation utilities

Configure image caching and loading libraries

Set up dependency injection system

Expected outcome Core packages configured and ready for feature implementation

Backend Setup

Configure backend development environment

Install Node.js and npm or alternative backend technology

Set up MongoDB or PostgreSQL database

Configure development server with hot reload

Install necessary backend packages and dependencies

Set up Express.js or NestJS framework

Create basic server structure with middleware setup

Expected outcome Working backend environment ready for API development

Set up cloud infrastructure

Create Firebase or AWS account

Configure project settings and security rules

Set up cloud functions environment

Configure storage buckets for media

Set up authentication services

Create separate development and production environments

Expected outcome Cloud infrastructure configured and accessible

Create database schema and models

Design user model with authentication fields

Create stock data models and relationships

Design portfolio and transaction schemas

Set up course and educational content models

Configure scanner and alert models

Define social community models posts, comments

Expected outcome Complete database schema ready for implementation

Configure backend security framework

Implement JWT authentication system


Set up password hashing and security

Configure CORS policies for API access

Create role-based permission system

Implement API rate limiting

Configure secure headers and protection middleware

Expected outcome Secure backend foundation ready for API endpoints

Authentication Module

Backend Development - Authentication

Create user authentication API endpoints

Implement /api/auth/register with validation

Create /api/auth/login with JWT generation

Build /api/auth/refresh-token endpoint

Implement /api/auth/forgot-password flow

Create /api/auth/reset-password endpoint

Add /api/auth/verify-email functionality

Create /api/auth/logout endpoint

Expected outcome Complete authentication API ready for testing

Implement OTP verification system

Set up SMS service integration Twilio or similar

Create OTP generation and validation logic

Implement rate limiting for OTP requests

Build phone number verification endpoints

Configure OTP expiration and retry logic

Add alternative email OTP delivery

Expected outcome Working OTP system for phone and email verification

Create social login integration backend

Implement OAuth handlers for Google login

Add Facebook authentication endpoints

Create Apple Sign-In support for iOS

Build user profile creation from social data

Implement account linking functionality


Set up verification status tracking

Expected outcome Complete social login system with profile integration

Build KYC verification backend system

Create document upload endpoints with validation

Implement secure storage for identity documents

Build admin review queue system

Create verification status update endpoints

Implement automated ID verification optional

Set up notification system for verification updates

Expected outcome Complete KYC verification system with admin review capability

Frontend Development - Authentication

Build splash screen and app initialization logic

Create splash screen with animation and branding

Implement authentication state checking

Add automatic token refresh mechanism

Build routing based on authentication status

Create version checking and forced update logic

Add offline mode detection on startup

Expected outcome Functional splash screen that handles authentication state

Implement onboarding screens

Design and build carousel with key app features

Create smooth animations between slides

Add skip and next navigation buttons

Implement progress indicators

Create final call-to-action for registration

Add onboarding completion tracking

Expected outcome Engaging onboarding flow to introduce new users to the app

Create registration screens

Build multi-step registration form UI

Implement real-time input validation

Create password strength meter


Add terms & conditions acceptance checkbox

Implement form submission with loading states

Create success and error handling displays

Add analytics tracking for conversion funnel

Expected outcome Complete registration flow with validation and error handling

Implement OTP verification UI

Create OTP input fields with auto-focus

Build countdown timer for OTP expiration

Implement resend functionality with cooldown

Add error handling for invalid codes

Create verification success animation

Build navigation to next steps after verification

Expected outcome User-friendly OTP verification screen with proper feedback

Build login screen

Create login form with email/phone and password

Implement Remember me functionality

Add social login buttons with proper styling

Create forgot password flow navigation

Implement biometric login option

Add error handling with helpful messages

Create successful login animations

Expected outcome Complete login screen with multiple authentication options

Develop forgot password flow

Build email/phone input screen

Create verification code entry UI

Implement new password and confirmation form

Add password strength requirements feedback

Create success confirmation screen

Implement security question verification optional

Expected outcome Complete password recovery flow with proper security measures

Build KYC verification screens


Create document type selection interface

Implement camera integration for document capture

Build image review and cropping tools

Create selfie capture screen with guidelines

Implement verification status tracking UI

Add submission confirmation screen

Expected outcome Complete KYC document submission flow with status tracking

User Profile Module

Backend Development - User Profile

Create user profile API endpoints

Implement /api/users/profile CRUD operations

Build /api/users/avatar for profile picture management

Create /api/users/preferences for settings

Implement /api/users/activity for usage history

Add /api/users/subscription for plan management

Create /api/users/notifications for preferences

Expected outcome Complete user profile API endpoints ready for integration

Implement user settings and preferences system

Create settings storage and retrieval logic

Build notification preferences handlers

Implement theme and appearance settings

Create privacy and security settings storage

Add language and localization preferences

Build data usage and export functionality

Expected outcome Backend system for managing all user settings and preferences

Build subscription management backend

Integrate payment gateway Stripe/Razorpay

Create subscription plans database models

Implement subscription purchase and upgrade flows

Build recurring billing management system

Create payment history and invoice generation


Implement subscription status tracking

Add feature access control based on subscription

Expected outcome Complete subscription management system with payment processing

Frontend Development - User Profile

Create user profile screen

Build profile header with user photo and info

Implement account stats dashboard

Create subscription status with upgrade option

Add achievements and badges section

Implement activity history timeline

Create navigation to edit profile

Add profile sharing functionality

Expected outcome Complete user profile screen showing all user information

Develop edit profile screen

Create form for personal information editing

Implement profile picture upload and cropping

Add input validation for all fields

Build save and cancel functionality with confirmation

Create success and error handling states

Add option to link additional accounts

Expected outcome Functional profile editing screen with image management

Build settings screens

Create settings categories with navigation

Implement appearance settings with theme preview

Build notification preference toggles

Add security settings password change, 2FA

Create language selection with localization

Implement data and storage management options

Add about section with app information

Expected outcome Comprehensive settings interface for all user preferences

Implement subscription screens


Create current plan display with features list

Build plan comparison table with highlights

Implement payment flow with credit card input

Add billing history section with invoices

Create renewal settings and auto-pay options

Implement upgrade/downgrade flows with prorating

Add payment success and failure handling

Expected outcome Complete subscription management interface for users

Dashboard & Market Overview Module

Backend Development - Dashboard

Implement market data integration services

Create stock API integration Alpha Vantage, Yahoo Finance

Build data normalization and processing logic

Implement caching layer for performance

Create scheduled data refresh system

Build real-time data streaming service

Add historical data retrieval endpoints

Create market indices and sector data collection

Expected outcome Robust market data system with multiple data sources

Create personalized dashboard backend

Build user dashboard configuration storage

Implement widget preference saving system

Create data aggregation for dashboard components

Add cross-device synchronization for layouts

Build dashboard reset to defaults functionality

Implement dashboard sharing capabilities

Expected outcome Backend system for storing and serving dashboard configurations

Build news aggregation service

Integrate financial news API providers

Create news categorization and tagging system

Implement relevance ranking algorithms


Build content filtering and moderation system

Create user interests matching for news

Add news caching and update system

Expected outcome News delivery system with personalization capabilities

Frontend Development - Dashboard

Develop main dashboard screen

Create customizable widget grid layout

Implement drag-and-drop widget positioning

Build market overview section with key indices

Add watchlist preview component

Create alerts and notifications section

Implement news headline ticker

Add quick action buttons for common tasks

Expected outcome Customizable dashboard with key market information

Build market overview component

Create index cards with current values and changes

Implement mini-charts showing daily movements

Build sector performance heat map with filtering

Add global market indicators section

Create market status indicator open/closed

Implement advanced market data on expansion

Expected outcome Comprehensive market overview widget with detailed information

Implement news feed component

Create scrollable news card list with images

Build category filtering system

Implement save/share functionality for articles

Add sentiment indicators for news items

Create news detail view with full content

Build related stocks tagging in news

Expected outcome Complete news feed with filtering and interaction features

Create watchlist preview widget


Build horizontal scrolling stock cards

Implement quick metrics with color coding

Add tap interaction to detailed stock view

Create add/remove stocks functionality

Build multiple watchlist support

Implement real-time price updates

Expected outcome Interactive watchlist widget for quick stock monitoring

Develop dashboard customization UI

Create edit mode with widget library

Implement add/remove widget functionality

Build configuration panels for each widget type

Add layout templates for different user types

Create reset and save layout options

Implement tutorial for customization

Expected outcome User-friendly dashboard customization system

Stock Scanning & Analysis Module

Backend Development - Stock Scanner

Create scanner engine backend

Implement query builder interpreter

Build efficient filtering algorithms

Create parameter validation system

Implement result sorting and pagination

Build caching mechanism for frequent scans

Create scanner performance tracking

Add scanner template storage system

Expected outcome Powerful scanner engine capable of complex filtering operations

Develop technical indicator calculation service

Implement library of technical indicators RSI, MACD, etc.

Create efficient calculation algorithms

Build custom formula interpreter

Implement indicator combination logic


Add signal generation from indicators

Create indicator validation and testing system

Expected outcome Comprehensive technical analysis calculation engine

Build historical data scanning service

Create point-in-time data snapshots system

Implement backtesting engine for scanners

Build performance calculation for historical results

Create optimization suggestion algorithms

Add comparative analysis capabilities

Implement result export functionality

Expected outcome Historical scanning system with performance analysis

Implement scanner sharing backend

Create template storage with permissions

Build rating and commenting system

Implement featured scanner selection logic

Add community scanner discovery

Create scanner version tracking

Build attribution and credit system

Expected outcome Complete scanner sharing ecosystem with community features

Frontend Development - Stock Scanner

Build scanner home screen

Create scanner template library with categories

Implement Create New Scanner action button

Add recently used and popular sections with metrics

Build search functionality for templates

Create scanner history with results access

Implement scanner template management options

Expected outcome Organized entry point for all scanning functionality

Implement scanner builder interface

Create drag-and-drop parameter builder

Build condition blocks with logical operators


Implement parameter configuration panels

Add real-time validation of scanner rules

Create scanner naming and saving functionality

Build scanner testing with sample results

Add template from existing scanner option

Expected outcome Intuitive scanner creation interface with validation

Develop scanner results screen

Create sortable and filterable results table

Implement quick action buttons for results

Build detailed view option for each stock

Add export functionality CSV, PDF

Create results caching for offline access

Implement alerts creation from results

Build notes and tagging for results

Expected outcome Complete results display with interaction options

Create scanner backtest interface

Build date range selection with calendar

Implement historical data processing visualization

Create performance visualization charts

Add comparison capability with benchmarks

Build optimization suggestions interface

Implement parameter sensitivity analysis

Add backtest report generation

Expected outcome Comprehensive backtest system to validate scanner effectiveness

Technical Analysis Module

Backend Development - Charts & Analysis

Implement chart data service

Create time-series data retrieval system

Build data resolution adapters 1m, 5m, 1h, 1d, etc.

Implement efficient data storage and retrieval

Create streaming updates for real-time charts


Add historical data compression algorithms

Build corporate action adjustments splits, dividends

Create multi-source data consolidation

Expected outcome High-performance chart data delivery system

Build pattern recognition service

Implement chart pattern detection algorithms

Create candlestick pattern recognition

Build success probability calculation system

Add pattern validation and verification

Create pattern alert system

Implement machine learning pattern enhancement

Expected outcome Accurate pattern detection system with success metrics

Create drawing tools persistence backend

Build storage system for chart annotations

Implement sharing and permissions for drawings

Create versioning system for chart markups

Add template storage for common drawing sets

Implement cross-device synchronization

Build drawing organization and tagging

Expected outcome Persistent storage system for all chart annotations

Frontend Development - Charts & Analysis

Develop main chart component

Implement interactive price chart with zooming/panning

Create timeframe selection with quick buttons

Build chart type toggle candle, line, bar, etc.

Add volume panel with synchronized scrolling

Implement data loading states and error handling

Create chart legends and information overlays

Build full-screen mode and orientation handling

Expected outcome Professional-grade interactive chart component

Build technical indicator overlay system


Create indicator selection interface with categories

Implement parameter configuration panels

Build visual rendering of indicators on chart

Add indicator information tooltips

Create indicator favorites and recently used

Implement multiple indicator layers with management

Add custom indicator formula builder

Expected outcome Comprehensive technical indicator system with customization

Implement drawing tools

Create toolbar with drawing tool selection

Build trendlines, channels, Fibonacci tools

Implement text annotations and shapes

Add object selection and editing capabilities

Create color and style customization

Build drawing sets saving and loading

Implement drawing sharing functionality

Expected outcome Complete drawing toolkit for chart analysis

Develop multi-timeframe analysis view

Create split-screen view with synchronized charts

Implement timeframe selection for each chart

Build synchronization of zoom and panning

Add signal confluence detection highlighting

Create snapshot saving functionality

Implement correlation analysis tools

Expected outcome Multi-timeframe analysis system for comprehensive price study

Build pattern recognition interface

Create visual highlighting of detected patterns

Implement pattern information panels with education

Add historical success rate statistics

Build pattern alerts and notifications

Create pattern scanning across watchlist


Implement pattern filtering and sorting

Expected outcome User-friendly pattern identification and analysis tools

Educational Platform Module

Backend Development - Educational System

Create course management backend

Implement course and curriculum data models

Build content organization and sequencing system

Create enrollment and progress tracking

Add instructor management and permissions

Implement course analytics and reporting

Build course publishing workflow

Create course discoverability and recommendation engine

Expected outcome Complete course management system with analytics

Implement secure video delivery service

Set up video transcoding pipeline

Build DRM protection integration

Create adaptive bitrate streaming system

Implement view tracking and analytics

Add offline download with encryption

Create bandwidth optimization

Build video delivery CDN integration

Expected outcome Secure video delivery system with protection against unauthorized sharing

Build quiz and assessment engine

Create question bank and quiz generators

Implement different question types MCQ, fill-in

Build automated grading system

Create answer validation and feedback logic

Implement quiz analytics and performance tracking

Add dynamic difficulty adjustment

Build certificate generation on completion

Expected outcome Comprehensive assessment system with automated evaluation


Develop community learning backend

Create discussion forum data models

Implement Q&A system with answer voting

Build content moderation workflows

Add mentor assignment and management

Create peer review system

Implement collaborative notes and study groups

Expected outcome Interactive learning community system

Frontend Development - Educational System

Build learning dashboard

Create course catalog with category filtering

Implement progress tracking visualizations

Add recommended courses based on user level

Build continue learning section with quick access

Create search and bookmark functionality

Implement learning path visualization

Add gamification elements streaks, achievements

Expected outcome Engaging learning dashboard that encourages continued education

Develop course detail interface

Create course overview with description and outcomes

Build curriculum listing with progress indicators

Add instructor information and credentials section

Implement enrollment and payment flow

Create ratings and reviews system

Add prerequisite and related courses

Build course sharing and recommendation

Expected outcome Comprehensive course information screen with enrollment functionality

Implement secure video player

Build custom video player with DRM support

Create playback controls speed, quality, fullscreen

Implement offline playback capability


Add timestamp-based notes and bookmarking

Create picture-in-picture and background playback

Implement watch history and resume capability

Build related content recommendations

Expected outcome Feature-rich secure video player that prevents unauthorized sharing

Create quiz and assessment interface

Build quiz introduction screen with instructions

Create question display with timer

Implement answer selection and submission

Add immediate feedback option configuration

Create results page with performance breakdown

Build review mode for completed quizzes

Implement certificate display and sharing

Expected outcome Engaging quiz system with clear feedback and results

Develop discussion and Q&A interface

Create question posting interface with formatting

Build threaded answers and comments system

Implement upvoting and best answer selection

Add rich text editing with code snippets

Create instructor highlight for official answers

Build notification system for responses

Add search and filter functionality

Expected outcome Interactive discussion system to support learning

Build note-taking system

Create rich text editor for notes

Implement organization by course and video

Add timestamp linking with video content

Build search and filter functionality

Create export options PDF, text

Implement sharing capability for study groups

Add image and screenshot annotations


Expected outcome Comprehensive note-taking system integrated with learning content

Portfolio Management Module

Backend Development - Portfolio System

Create portfolio management service

Implement portfolio and holdings data models

Build transaction recording and storage

Create position tracking and P&L calculation

Add multiple portfolio support

Implement performance analytics engine

Build historical portfolio snapshots

Create data import/export functionality

Expected outcome Complete portfolio management backend with performance tracking

Implement broker integration service

Create secure API connections to popular brokers

Build OAuth authentication for broker accounts

Implement transaction synchronization

Create position and balance updates

Add order execution capabilities

Build multi-broker consolidation

Create scheduled syncing and reconciliation

Expected outcome Broker integration system supporting multiple providers

Develop advanced analytics engine

Create risk metrics calculation volatility, drawdown

Implement return metrics absolute, CAGR

Build benchmark comparison system

Create attribution analysis algorithms

Add portfolio optimization suggestions

Implement what-if scenario modeling

Build correlation and diversification analysis

Expected outcome Sophisticated portfolio analysis system with actionable insights

Build tax calculation service


Create tax lot tracking system

Implement capital gains calculation short/long term

Build tax harvesting recommendation engine

Add tax document generation

Create multi-year tax planning tools

Implement different accounting methods FIFO, LIFO

Add regional tax rule customization

Expected outcome Comprehensive tax management system for investment portfolios

Frontend Development - Portfolio System

Create portfolio dashboard

Build holdings overview with allocation charts

Implement performance metrics with visualizations

Add comparison with benchmarks

Create news feed related to holdings

Build quick action buttons for common tasks

Implement portfolio health score visualization

Add summary widgets for key metrics

Expected outcome Informative portfolio dashboard with critical information at a glance

Develop transaction management interface

Create transaction entry form with autocomplete

Build transaction categorization system

Implement date, price, quantity, and fees fields

Add bulk import from CSV/Excel with mapping

Create transaction editing and deletion with history

Build recurring transaction setup

Implement split, merger, and dividend handling

Expected outcome Complete transaction management system with import capabilities

Build portfolio analysis tools

Create performance chart with benchmark overlay

Implement risk and return scatter plot

Build sector and asset allocation breakdown


Add correlation matrix visualization

Create custom reporting period selection

Implement PDF report generation

Build detailed stock-level contribution analysis

Expected outcome Advanced portfolio analytics interface with visual insights

Implement broker connection interface

Create broker selection and authentication flow

Build connection status monitoring

Add manual vs. automatic sync options

Create reconciliation tools for discrepancies

Build multi-broker view consolidation

Implement broker-specific features

Add security and permission management

Expected outcome Seamless broker integration interface with synchronization controls

Develop virtual portfolio system

Create paper trading interface separate from real holdings

Build realistic simulated trading with market data

Implement performance tracking and comparison

Add strategy testing capabilities

Create competition features with leaderboards

Build time-based challenges and scenarios

Implement performance sharing options

Expected outcome Realistic paper trading platform for practice and strategy testing

Build tax optimization interface

Create tax lot visualization and management

Implement harvesting opportunities identification

Build year-end tax planning tools

Add tax-efficient withdrawal strategy planner

Create tax document generation and export

Implement multi-year tax projection

Build tax settings and preference configuration


Expected outcome Tax optimization tools to maximize after-tax returns

Facial Expression Analysis Module

Backend Development - Facial Analysis

Implement facial expression processing service

Create secure face detection algorithms

Build emotion classification models

Implement confidence scoring system

Create on-device processing architecture

Build privacy-focused data handling

Add anonymized data aggregation opt-in

Create emotion categorization and tagging

Expected outcome Privacy-focused facial expression analysis system

Develop emotion-trading correlation engine

Create pattern detection in emotional responses

Build trading outcome correlation analysis

Implement insight generation algorithms

Add personalized baseline calibration

Create anonymous benchmark comparison

Build improvement suggestion generation

Expected outcome System to identify relationships between emotions and trading performance

Create emotional intelligence training backend

Build scenario-based training exercises

Implement progress tracking and scoring

Create personalized training program generation

Add difficulty progression algorithms

Build emotional pattern recognition

Implement reward and achievement system

Expected outcome Adaptive emotional training system for trading discipline

Frontend Development - Facial Analysis

Build facial analysis consent and privacy flow

Create detailed explanation screens about the feature


Implement granular permission selection interface

Add privacy policy specific to biometric data

Build feature demonstration and benefits explanation

Create opt-in/opt-out controls with verification

Implement privacy settings management

Add data deletion requests and confirmation

Expected outcome Clear and transparent consent process for facial analysis features

Implement camera access framework

Create secure camera permission requests

Build camera preview component with guides

Add lighting detection for optimal results

Implement frame capture and processing indicators

Create privacy mode indicators during recording

Build camera troubleshooting guidance

Add alternative input options for accessibility

Expected outcome User-friendly camera system with clear privacy indicators

Develop emotion tracking dashboard

Create emotion timeline visualization with filtering

Build correlation view with trading activity

Implement pattern detection highlighting

Add insight cards with actionable recommendations

Create custom date range analysis tools

Build emotion category breakdown charts

Implement personal baseline and trend analysis

Expected outcome Comprehensive emotional analytics dashboard with insights

Build trading session recording interface

Create recording controls with clear status indicators

Implement split screen with chart and camera feed

Add emotion overlay on chart timeline

Build session tagging and notes capability

Create post-session review tools and summaries


Implement highlight identification of critical moments

Add privacy controls during session

Expected outcome Trading session recording system that correlates emotions with market actions

Develop emotional control training interface

Create guided exercise interface with instructions

Build real-time feedback during emotional challenges

Implement progress tracking with visualization

Add personalized exercise recommendations

Create difficulty level selection and progression

Build achievement and reward system

Implement comparison with previous performance

Expected outcome Interactive emotional discipline training system with measurable progress

Alert System Module

Backend Development - Alert System

Create alert processing engine

Implement condition monitoring system

Build efficient checking algorithms for different alert types

Create priority-based processing queue

Add alert history and performance tracking

Implement user-specific alert limits and throttling

Build notification dispatch integration

Create alert expiration and renewal system

Expected outcome Robust alert processing system capable of handling various alert types

Implement notification delivery service

Create multi-channel notification sender push, email, SMS

Build templating engine for different alert types

Implement delivery confirmation tracking

Add quiet hours and do-not-disturb handling

Create notification grouping and summarization

Build priority-based delivery rules

Implement failed delivery retry logic


Expected outcome Reliable notification delivery system with user preference handling

Develop scanner-alert integration

Create scanner condition monitoring service

Build scheduled scanning with configurable frequency

Implement new match detection algorithms

Add alert generation from scanner results

Create performance tracking for scanner alerts

Build alert refinement suggestions

Expected outcome Integration between scanner and alert systems for automated monitoring

Frontend Development - Alert System

Build alerts dashboard

Create active alerts overview with status indicators

Implement alert history with result tracking

Add quick filter options by type and asset

Build alert performance metrics visualization

Create bulk actions for alert management

Implement alert grouping and organization

Add search and sorting functionality

Expected outcome Comprehensive alert management dashboard

Implement alert creation interface

Create alert type selection with descriptions

Build condition configuration with visual feedback

Add parameter input with validation

Implement notification method selection

Create alert testing functionality

Build template saving for common alerts

Add expiration and recurrence settings

Expected outcome User-friendly alert creation system with multiple alert types

Develop alert notification center

Create in-app notification center with alerts history

Build detailed view for each alert with context


Implement quick actions from notifications

Add mute and snooze capabilities

Create notification preference management

Build rich notification support with charts

Add offline notification queueing

Expected outcome Comprehensive notification management system

Build alert settings interface

Create global alert preferences configuration

Implement quiet hours with time picker

Add notification channel priorities and settings

Build alert sound and vibration customization

Create default alert parameters configuration

Implement data usage optimization settings

Add notification permission management

Expected outcome Detailed alert settings system for user preferences

Social Media and Community Module

Backend Development - Social and Community

Create community system backend

Implement discussion forum data models

Build post and comment storage with threading

Create user reputation and ranking system

Add content moderation queues and workflows

Implement tagging and categorization

Build search indexing for content

Create reporting and flagging system

Expected outcome Complete community platform backend with moderation tools

Implement messaging service

Create private messaging data models

Build conversation management system

Implement message delivery and status tracking

Add media handling and storage


Create message encryption for privacy

Build group messaging capabilities

Implement message search and filtering

Expected outcome Secure and reliable private messaging system

Develop idea sharing platform backend

Create structured idea submission templates

Build performance tracking for shared ideas

Implement rating and commenting system

Add idea categorization and discovery algorithm

Create featured content selection logic

Build attribution and intellectual property protection

Expected outcome Knowledge sharing platform with performance tracking

Build social media integration services

Create OAuth connections to social platforms

Implement cross-platform posting capabilities

Build media handling for different platforms

Add scheduling and queue management

Create analytics collection from social APIs

Implement content recommendation engine

Build audience management tools

Expected outcome Comprehensive social media management backend

Frontend Development - Social and Community

Create community home interface

Build category navigation with trending topics

Implement feed of recent and popular posts

Add user leaderboard with reputation scores

Create personalized content recommendations

Implement search with filtering options

Build new post creation button and flow

Add community guidelines and help section

Expected outcome Engaging community home screen with content discovery


Develop discussion thread interface

Create thread view with nested comments

Build rich text formatting with chart/image support

Implement reaction system like, insightful

Add bookmarking and following threads

Create moderation tools for thread owners

Build sorting options for comments

Implement thread sharing functionality

Expected outcome Interactive discussion system with rich content support

Frontend Development - Social and Community (continued)

Build community profile interface

Create public profile view with activity feed

Implement contribution statistics and badges

Add content created by user with categories

Build follow functionality with counters

Create direct message option with privacy controls

Implement reputation score with history

Add profile customization options

Expected outcome Detailed community profile showcasing user contributions and expertise

Implement idea sharing interface

Create structured idea submission form with templates

Build chart attachment and annotation tools

Implement performance tracking visualization

Add commenting and discussion functionality

Create idea categories with filtering

Build idea discovery carousel

Implement saving and following ideas

Expected outcome Platform for sharing and discovering trading strategies and ideas

Develop private group system interface

Create group creation and management screens

Implement member invitation and management


Build shared watchlists and portfolios within groups

Add private discussion boards

Create file and chart sharing capabilities

Implement group events and calendar

Add activity feed for group actions

Expected outcome Complete private group system for collaborative learning and trading

Create messaging interface

Build conversation list with search and filtering

Implement real-time chat interface with status

Add media and chart sharing in messages

Create read receipts and typing indicators

Build message search and history navigation

Implement group chat creation and management

Add encryption indicators and privacy controls

Expected outcome Secure and feature-rich messaging system

Build social media management dashboard

Create connected accounts overview

Implement content creation studio

Build scheduling calendar with visual timeline

Add analytics dashboard for performance

Create audience insights visualization

Implement content library and templates

Build campaign management tools

Expected outcome Comprehensive social media management tools for the platform owner

AI Features Module

Backend Development - AI Features

Implement AI recommendation engine

Create data collection and preprocessing pipeline

Build machine learning models for stock selection

Implement personalization algorithms based on user activity

Create explanation generation system for recommendations


Add feedback collection and model improvement

Build A/B testing framework for algorithm comparison

Implement confidence scoring system

Expected outcome Personalized stock recommendation system with explanations

Develop sentiment analysis service

Create text processing pipelines for news and social

Build sentiment classification models by entity

Implement entity extraction and relationship mapping

Add historical sentiment tracking and comparison

Create sentiment alert thresholds and notification

Build sentiment visualization preprocessing

Implement sentiment as technical indicator

Expected outcome Market sentiment analysis system with actionable insights

Create chart pattern analysis AI

Implement computer vision for chart pattern detection

Build pattern recognition algorithms with confidence scoring

Create natural language explanation generation

Add pattern success probability calculation

Implement historical pattern comparison

Build educational content linking for patterns

Create pattern alerts and notifications

Expected outcome AI-powered chart pattern recognition with explanations

Build What-If scenario simulation engine

Create transaction modeling with realistic parameters

Implement market simulation algorithms

Build multiple scenario comparison system

Add parameter sensitivity analysis

Create optimization suggestion generation

Implement scenario saving and sharing

Build result visualization preprocessing

Expected outcome Sophisticated scenario modeling system for strategy testing


Develop market stress indicator service

Create multi-factor analysis of market conditions

Implement historical comparison algorithms

Build real-time data aggregation pipeline

Add threshold detection for various stress levels

Create correlation with market performance

Implement alert generation for extreme readings

Build stress factor contribution analysis

Expected outcome Early warning system for market conditions

Frontend Development - AI Features

Create AI recommendation interface

Build personalized stock suggestion cards

Implement reason explanation with visualizations

Add confidence indicator with uncertainty

Create action buttons view, add to watchlist

Build feedback collection thumbs up/down

Implement recommendation history with performance

Add recommendation settings and preferences

Expected outcome User-friendly presentation of AI-generated investment ideas

Build sentiment analysis dashboard

Create sentiment visualization by source and entity

Implement time-based sentiment tracking charts

Add stock-specific sentiment analysis view

Build news and social media sentiment breakdown

Create sentiment alert configuration

Implement sentiment comparison between entities

Add sentiment as overlay on price charts

Expected outcome Comprehensive sentiment analysis visualization tools

Implement Explain This Chart interface

Create chart upload/selection component

Build AI analysis results presentation


Implement pattern highlighting on charts

Add alternative interpretations with probabilities

Create educational resources linking

Build sharing of analysis results

Add feedback mechanism for improving analysis

Expected outcome User-friendly chart analysis tool with educational components

Develop scenario simulation interface

Build parameter configuration with intuitive controls

Create scenario comparison visualization

Implement results detail view with metrics

Add optimization suggestions presentation

Build scenario template library

Implement scenario sharing and exporting

Create guided scenario creation wizard

Expected outcome Interactive scenario testing tool for strategy evaluation

Create market stress indicator dashboard

Build visual gauge with current stress level

Implement historical comparison chart

Add factor breakdown and contribution analysis

Create alert configuration for stress levels

Build correlation view with asset performance

Implement recommended actions based on stress

Add custom stress factor weighting

Expected outcome Intuitive market stress monitoring system with actionable insights

Admin and Management Module

Backend Development - Admin System

Create admin authentication and authorization

Implement role-based access control system

Build permission management for different admin levels

Create audit logging for admin actions

Add IP restriction and additional security


Implement two-factor authentication requirement

Build admin session management

Create emergency access protocols

Expected outcome Secure admin access system with comprehensive permissions

Implement user management service

Create user search and filtering capabilities

Build detailed user information access

Implement account action workflows suspend, delete

Add manual verification processing

Create support ticket integration

Build user communication tools

Implement user analytics and reporting

Expected outcome Comprehensive user management system for administrators

Develop content moderation tools

Create content flagging and review queues

Build moderation action workflows

Implement automated content filtering

Add moderator assignment and workload balancing

Create moderation history and audit logs

Build appeals and review process

Implement content policy management

Expected outcome Efficient content moderation system with automation and oversight

Build analytics and reporting engine

Create data warehouse for analytics

Implement metrics calculation and aggregation

Build custom report generation system

Add scheduled report delivery

Create dashboard data preprocessing

Implement data export in multiple formats

Build data visualization generation

Expected outcome Comprehensive analytics system for business intelligence


Create system configuration service

Implement feature flag management

Build system settings storage and retrieval

Create environment-specific configurations

Add configuration version control

Implement configuration validation

Build service dependency management

Create configuration deployment system

Expected outcome Flexible system configuration management with versioning

Frontend Development - Admin System

Build admin dashboard interface

Create overview with key performance metrics

Implement user growth and activity charts

Add revenue tracking and projections

Build service status monitoring displays

Create quick access to common actions

Implement notification center for issues

Add custom dashboard configuration

Expected outcome Informative admin dashboard with critical information at a glance

Implement user management interface

Create user search with advanced filtering

Build user profile viewer with all details

Implement action buttons for account management

Add verification queue and processing

Create user communication tools

Build subscription and payment management

Implement user activity and log viewer

Expected outcome Complete user management interface for administrators

Develop content moderation interface

Create moderation queue with prioritization

Build content viewer with context


Implement action buttons approve, reject, etc.

Add moderation notes and communication

Create moderation analytics dashboard

Build rule configuration interface

Implement moderator performance metrics

Expected outcome Efficient content moderation interface with necessary context and tools

Build system configuration interface

Create feature flag management toggles

Implement settings categories with search

Add validation and dependency visualization

Build configuration history with rollback

Create environment-specific settings

Implement impact analysis for changes

Add configuration deployment controls

Expected outcome Comprehensive system configuration interface with safety controls

Create financial management interface

Build revenue dashboard with breakdowns

Implement subscription analytics

Add payment processing status monitoring

Create refund and billing issue management

Build financial report generation

Implement tax calculation and reporting

Add forecasting and projection tools

Expected outcome Complete financial management system for business operations

Mobile-Specific Features

Backend Development - Mobile Support

Implement push notification service

Create device registration and token management

Build notification template system

Implement delivery tracking and analytics

Add segmentation and targeting capabilities


Create rich notification payloads

Build notification scheduling and throttling

Implement quiet hours enforcement

Expected outcome Reliable push notification system with delivery tracking

Create offline data synchronization

Implement data prioritization for offline use

Build efficient delta synchronization

Create conflict resolution strategies

Add background sync scheduling

Implement bandwidth usage optimization

Build sync status tracking and reporting

Create recovery mechanisms for failed syncs

Expected outcome Robust offline capability with efficient synchronization

Develop mobile optimization services

Create image and media optimization for mobile

Build API response compression and optimization

Implement battery usage monitoring

Add network condition detection and adaptation

Create cache management strategies

Build performance analytics collection

Implement mobile-specific feature flags

Expected outcome Optimized backend services for mobile device constraints

Frontend Development - Mobile Experience

Implement responsive layouts for mobile

Create screen size detection and adaptation

Build orientation-specific layouts

Implement touch-optimized controls

Add gesture navigation and interactions

Create mobile-optimized forms and inputs

Build bottom sheet and modal interfaces

Implement scrolling performance optimization


Expected outcome Fully responsive application optimized for mobile screens

Build offline mode interface

Create offline indicator and status system

Implement offline-available content browsing

Add offline action queueing with status

Build sync progress visualization

Create offline content management settings

Implement network quality indicator

Add bandwidth usage controls

Expected outcome Seamless offline experience with appropriate user feedback

Develop mobile-specific navigation

Create bottom navigation bar for main sections

Build side drawer with additional options

Implement navigation history and back handling

Add quick action floating buttons

Create tab-based section navigation

Build deep linking support for notifications

Implement gesture-based navigation options

Expected outcome Intuitive mobile navigation system optimized for one-handed use

Implement biometric authentication

Create fingerprint and face ID integration

Build secure credential storage with biometrics

Add quick authentication for sensitive actions

Create fallback authentication options

Implement biometric settings and management

Build transaction confirmation with biometrics

Add security timeout and re-authentication

Expected outcome Secure and convenient biometric authentication system

Build widget and extension support

Create home screen widget implementation

Implement widget configuration options


Add data update system for widgets

Create share extension for content

Build app shortcuts for quick actions

Implement notification action extensions

Add universal links and deep linking

Expected outcome Comprehensive system integration with mobile OS features

Quality Assurance and Testing

Backend Testing Implementation

Set up automated API testing

Create comprehensive test cases for all endpoints

Implement integration test suite with database

Build performance benchmarks for APIs

Add security vulnerability testing

Create load testing scenarios

Implement continuous testing in pipeline

Build API contract validation tests

Expected outcome Complete API testing suite ensuring reliability and security

Implement backend unit testing

Create unit tests for business logic components

Build mock objects and dependencies

Implement test coverage reporting

Add edge case and error handling tests

Create data validation test suite

Build regression test automation

Implement documentation generation from tests

Expected outcome Comprehensive unit test coverage for backend code

Develop database testing system

Create schema validation tests

Build data integrity checking

Implement migration testing procedures

Add performance testing for queries


Create data consistency validation

Build backup and recovery testing

Implement security and access control tests

Expected outcome Robust database testing ensuring data reliability

Frontend Testing Implementation

Set up UI component testing

Create component test library with stories

Implement visual regression testing

Build accessibility compliance tests

Add interaction testing for components

Create responsive behavior testing

Build theme and styling tests

Implement performance benchmarks for UI

Expected outcome Comprehensive component testing ensuring consistency and quality

Implement integration testing for flows

Create test cases for key user journeys

Build end-to-end test automation

Implement form validation testing

Add error handling and recovery tests

Create cross-platform behavior tests

Build offline capability testing

Implement analytics and tracking tests

Expected outcome Reliable testing of complex user flows and interactions

Develop usability testing framework

Create user testing scenarios and scripts

Build feedback collection mechanisms

Implement session recording capabilities

Add heatmap and click tracking

Create A/B testing infrastructure

Build usability metrics collection

Implement user satisfaction surveys


Expected outcome Structured approach to testing and improving usability

Deployment and DevOps

DevOps Infrastructure Setup

Configure CI/CD pipelines

Create build automation for frontend and backend

Implement automated testing in pipeline

Build staging and production deployment process

Add version tagging and release notes

Create rollback mechanisms

Implement feature flag integration

Build deployment approval workflows

Expected outcome Automated build and deployment process with quality gates

Set up environment management

Create development, staging, and production environments

Implement infrastructure as code

Build configuration management system

Add secrets and credentials management

Create environment promotion workflow

Implement isolated testing environments

Build environment monitoring and alerts

Expected outcome Well-defined environments with proper isolation and management

Implement monitoring and alerting

Create application performance monitoring

Build error tracking and reporting

Implement system health dashboards

Add capacity planning tools

Create alert routing and escalation

Build SLA monitoring and reporting

Implement user experience monitoring

Expected outcome Comprehensive monitoring system with appropriate alerting

Develop backup and disaster recovery


Create automated backup scheduling

Build verification of backup integrity

Implement multi-region data redundancy

Add disaster recovery procedures

Create business continuity planning

Build recovery testing protocols

Implement backup access controls

Expected outcome Robust backup system with tested recovery procedures

Launch Preparation and Go-to-Market

Pre-Launch Activities

Finalize app store listings

Create compelling app descriptions

Build high-quality screenshots and previews

Implement app preview videos

Add keyword optimization for discovery

Create localized listings if applicable

Build rating/review request system

Implement update notes templates

Expected outcome Optimized app store presence maximizing discovery and installation

Set up analytics and performance tracking

Implement user acquisition tracking

Build conversion funnel analytics

Create retention and engagement metrics

Add revenue and transaction tracking

Build custom event tracking for key actions

Implement crash and error reporting

Create performance baseline measurements

Expected outcome Comprehensive analytics providing actionable insights

Create user onboarding materials

Build in-app tutorials and walkthroughs

Create help center and knowledge base


Implement contextual help system

Add video tutorials for key features

Create quick start guides and templates

Build frequently asked questions section

Implement feedback collection during onboarding

Expected outcome Comprehensive onboarding resources increasing user success

Develop marketing launch assets

Create promotional website and landing pages

Build social media campaign materials

Implement email marketing templates

Add press kit and media resources

Create promotional videos and demos

Build advertising creative assets

Implement referral program materials

Expected outcome Complete marketing asset package ready for launch campaigns

Launch and Post-Launch

Execute phased rollout plan

Implement alpha testing with internal users

Build beta program with early adopters

Create staged public rollout strategy

Add monitoring for launch metrics

Build rapid response team for issues

Implement feedback prioritization system

Create post-launch assessment process

Expected outcome Controlled launch minimizing risks and incorporating feedback

Establish community and support systems

Create user community platform and forums

Build customer support ticketing system

Implement live chat support option

Add automated support bot for common issues

Create escalation paths for complex problems


Build knowledge base and self-service tools

Implement feature request collection system

Expected outcome Comprehensive support ecosystem fostering user success

Set up continuous improvement process

Create metrics-driven improvement cycles

Build A/B testing and experimentation framework

Implement user research program

Add competitor analysis process

Create feature prioritization system

Build agile development sprints

Implement retrospective and learning cycles

Expected outcome Structured approach to ongoing product improvement

Develop long-term roadmap and strategy

Create feature backlog and prioritization

Build product vision and strategic objectives

Implement market analysis process

Add technology trend evaluation

Create partnership and integration strategy

Build revenue growth planning

Implement expansion and scaling roadmap

Expected outcome Clear direction for ongoing development and business growth

Regular Operational Activities

Daily monitoring and maintenance

Check system health dashboards

Review error logs and exceptions

Monitor user activity and engagement

Address critical support tickets

Review security alerts and threats

Update market data and content

Conduct daily team stand-up

Expected outcome Proactive identification and resolution of issues


Weekly development and release cycle

Conduct sprint planning and task allocation

Implement new features and improvements

Fix reported bugs and issues

Review and merge code changes

Test and validate new changes

Deploy updates to production

Conduct sprint retrospective

Expected outcome Regular improvement cycle delivering value to users

Monthly business review and planning

Analyze key performance indicators

Review financial metrics and projections

Plan marketing and growth initiatives

Evaluate competitive landscape

Update product roadmap and priorities

Review team performance and needs

Plan resource allocation and hiring

Expected outcome Strategic alignment and business health assessment

Quarterly strategic planning

Conduct comprehensive business review

Update long-term vision and goals

Plan major feature initiatives

Review technology architecture

Assess market trends and opportunities

Update financial projections and budgets

Conduct team development and training

Expected outcome Strategic direction setting and alignment of efforts

This comprehensive to-do list provides a detailed roadmap for developing your stock analysis
platform with clear delineation between frontend and backend components. Each task is explained
in detail so that developers can understand exactly what needs to be implemented, and non-
technical stakeholders can understand the purpose and expected outcomes of each component.

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