Symphone Flashcard Bot

This bot reads off a CSV file as a data store of managed investment products, allowing users to query funds by name or ISIN and obtain a data flashcard of the requested fund.

Requirements

• Python 3

Data CSV Fields

The following fields must be present in data csv for the bot to function

• Funds
• Factsheet / Offering Material (via Fundinfo)
• Fund Specific Materials (via Intranet)
• Base Ccy
• Last Bloomberg Update
• Latest NAV
• 1 Mth Return (%)
• 3 Mths Return (%)
• YTD Return (%)
• 1 Yr Return (%)
• 3 Yr Ann Return (%)
• 3 Yr Ann Std Dev (%)
• ISIN (base ccy)
• Is this a High Yield Bond Fund (Yes/No)
• Risk Rating
• AR*
• Investment Objective
• Investment Tenor
• Investment Time Horizon
• Dealing Frequency (Subscription) Refer to Funds Identifier tab for Notice Period
• Loss Absorption Product
• Complex Product
• Extra Remarks

Configuration

Fill up resources/config.json with the appropriate values for pod information, service account details, data file location and the name of the admin room.

{
    "sessionAuthHost": "[pod].symphony.com",
    "sessionAuthPort": 443,
    "keyAuthHost": "[pod].symphony.com",
    "keyAuthPort": 443,
    "podHost": "[pod].symphony.com",
    "podPort": 443,
    "agentHost": "[pod].symphony.com",
    "agentPort": 443,
    "authType": "rsa",
    "botPrivateKeyPath": "rsa/",
    "botPrivateKeyName": "rsa-private-tradeview-bot.pem",
    "botUsername": "tradeview-bot",
    "botEmailAddress": "[email protected]",
    "truststorePath": "internal_truststore",
    "dataFilePath": "/path/to/data.csv",
    "adminRoomName": "TradeView Bot Admin Room"
}

Deployment

1. For the very first deployment, prepare the environment:

python -m venv ./venv
source ./venv/bin/activate
pip install -r requirements.txt

For offline installs, first prepare the offline package on a different server running the same OS:

mkdir offline && cd offline
pip download -r ../requirements.txt

Then move the offline directory to the deployment server and perform offline install:

pip install --no-index --find-links offline -r requirements.txt

2. Run the bot: python python/main.py