SIA - Smart Investment Advisor - OCR integration into the app

Challenge Objectives

• Integrate OCR proof of concept into the app.
• Document deployment and testing

Project Background

We are building a Smart Investment Advisor platform that empowers users of financial/brokerage sites to back-test, find new ideas for, optimize and trade their portfolios, based on proven theories pioneered by Nobel Prize-winning economists. Traditional financial/brokerage sites only allow users to see price charts and other data of individual stocks, but do not provide a holistic view of the portfolio.

This challenge will be part of the platform, implementing OCR for reading in portfolio data from provided screenshots.

Technology Stack

• Frontend - Node.js / Angular
• Database - MySQL
• Authentication / Authorization - Cognito
• OCR - Python / Tesseract (https://github.com/tesseract-ocr/tesseract)

Individual requirements

The list of screens to implement, proof of concept, MarvelApp screens, and the storyboards can be found here:  https://gitlab.com/contrendian/client-app/-/issues/4

Code access

The integration will be done into the app that's in progress.  Code access will be provided through Topcoder-X.  Look for the link in the forum.  You will be expected to provide a git patch file against a specific commit hash with your changes.

Deployment

Ideally, the deployment will be Heroku based, with the Python code being deployed as a service in Heroku.  Other options are also viable, but Heroku is preferred.  If you think something else would work better, please discuss it in the forum with the copilot.

Cognito / MySQL

You are free to use your own AWS account for Cognito and a local MySQL database, but an existing Heroku installation will be provided in the forum that you can target.  A Postman call to register a new user will be provided so that each developer can target their own user.

Deployment guide and validation document

Make sure to require two separate documents for validation.

A README.md that covers:

• Deployment of the app and installation of the dependencies.
  • Make sure the deployment of the Python / tesseract service is detailed properly!
• Configuration values and how those should be set

A Validation.md that covers:

• How to import account screenshots into an account and view the results both in the UI *and* in the database

Validation video / screencast
A validation video showing the UI flow working properly and showing the resultant account details is required
 

What to submit:

• A git patch file against commit hash aa487229f177248ef247403b6340bc3f862f1bfc or later of the client-app
  • NOTE: To avoid confusion during review, please TEST your patch file against a clean checkout
  • You should probably also upload the entire code for the app with your changes, just in case your patch file doesn't work.
• README.md
• Validation.md