Contents

• Contents

• The problem

• How can technology help?

• The idea

• Demo video

• Architecture

• Details

• Roadmap

• Getting started

• Live demo

• Built with

• Contributing

• Versioning

• Authors

• License

• Acknowledgments

The problem

Investment triggers growth both for the investee and the investor; now, what if we could direct the investments towards sustainable companies? Quick answer is that a third entity would be implicitly added to the investee-investor equation that nowadays requires the highest level of attention. Environment, planet, earth, or simply the third entity would benefit the most from investing in sustainable companies.

How can technology help?

Technology assists in 3 main areas:

1. Data: This is the building block. We need to extract, normalize, and process data that supports sustainable investments decisions.

2. Platform: Tools and infrastructure that support the service.

3. Decision Making: The logic that enables users to decide on their investment choices.

The idea

Sustainable investment at your fingertips

We believe that a global adoption of sustainable investing could have a significant impact by empowering the companies doing the most for the planet. We have designed greenup to help raise sustainable investing awareness.

greenup is an application that allows investors to arrange/re-arrange their investment portfolio according to companies' environmental score and ESG (Environmental, Social and Governance) performance. This is achieved by suggesting stocks that have higher environmental score and, in the meantime, perform similarly to what users already have in their investment portfolio. Users can then save the best suggestions and build a buy list of environmentally friendly stocks to green up their portfolio.

Demo video

greenup.SD.mp4

Download HD video

Architecture

Check the below diagram:

1. User accesses the greenup UI and enters a ticker (stock symbol)

2. Backend extracts company details, processes stock correlation and retrieves ESG ratings

3. UI provide suggestions based on stock performance and ESG ratings

4. User can form an investment portfolio based on the suggestions

Details

Technically speaking, the application has three main components:

1. Data store: A repository where ESG ratings and indicators along with stock correlation data and company details are stored. We use resources like ESG Enterprise and Yahoo Finance to extract these data and store it in the IBM Cloud.

2. API: A RESTful API in front of the data store which exposes the data in the form of services consumable by the UI.

3. UI: A web-based application which leverages the API to implement/deliver the service to the end users.

Roadmap

The project has been deployed in a Kubernetes cluster within IBM Cloud. Here is the development plan for the project as well as the delivered items:

Getting started

1. Browse the UI

2. Enter a ticker (stock symbol) to start

3. Review the suggestions provided by the system

4. Organize an investment portfolio based on suggestions

Live demo

Endpoint	Address
UI	http://corentinthomasset.me/call-for-code/#/
API	http://52.117.182.214:31587/swagger/api-docs/#/

Built with

• Kubernetes on IBM Cloud - Service infrastructure

• IBM Cloudant - Storage for JSON documents

• Python Flask - REST API

• Vue.js - User interface

Contributing

• Fork the repository.

• Commit your changes to your fork.

• Submit a pull request.

• Handle any feedback before the request is merged.

Versioning

The project uses semantic versioning. Check the available versions here.

Authors

• Corentin Thomasset

• Ali Majdzadeh-Kohbanani

• Mitra Nami

• Sheetal Lamba

• Fabio De Oliveira Padilha

License

This project is licensed under the Apache 2 License - see the LICENSE file for details.

Acknowledgments

• ESG Enterprise for providing access to their ESG API.
• Music video from Uppbeat (free for Creators!): License code: UDQHOCYINK0NQIDF
• Stock footages by Videvo, downloaded from mazwai.com