Stock Portfolio Management

A platform that values your TIME & MONEY

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Table of Contents

• Description
• Links
• Tech Stack
• Progress
• Future Scope
• Applications
• Project Setup
• Usage
• Contributors
• Screenshots

📝Description

This project provides a comprehensive guidance to the user by providing them insights into potential return, Sharpe ratio and Volatility ratio of their preferred stocks within a specified time period. This tool would assist user in making wise decisions by investing into right tickers at right time and build their assests.

Key Features:

1. Portfolio Optimization: The main aim is to display the Sharpe , Volatility ratio of the input tickers and displaying the weights of the tickers.

2. Company's Stock Price: Before thinking to invest, a user can get enlightened about a particular company's stock history of past 5 years, by merely typing the comapny symbol name in the search bar.

3. Latest News: For better convenience, our platform also facilitates latest and trending finance, business news, helping users take wise decisions.

4. Financial Knowledge: Along with all these, the platform offers a slideshow of images related to investment advice, schemes and financial literacy.

🔗Links

• GitHub Repository
• Drive Link to Screenshots of your project

🤖Tech-Stack

CLient (Front-end)

• 

• CSS

Server (Back-end)

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• 

• 

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Database

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📈Progress

All the fully implemented features:

• Stocks to Invest: Further deciding the term of investment, optimal stocks are displayed.
• Company's Stock price: Typing the symbol name of the company in the search bar and fetching the details.
• Latest News: The user is made aware of current affairs to wisely invested in suggested stocks.
• Financial Knowledge: Once the user is logged in, the slideshow begins and on hovering, the images enlarges, providing convenience to users.

🔮Future Scope

• Increase the accuracy of the output.

💸Applications

If one wants to invest in stock market, they can get details of that company as well as analyze that stock so that they can invest in a prudent manner.

🛠Project Setup

For Web-App

1. Clone the GitHub repo:

git clone git@github.com:siddhip2004/StockPortfolioManagement.git

2. Enter into client directory, and type the following command to install all the dependencies:

cd client
npm i
npm start

3. To start the backend server:

cd server
npm install
nodemon server.js   

4. To start the ML model:

cd app
python3 -m venv .venv. 
pip install -r requirements.txt
python3 main.py

PS: Use your own API keys for news and fetching details about stocks.
The ML model of Yahoo Finance has been used to generate the portfolio.

💻Usage

User needs to signup/login (if not a previous user) by providing their credentials, and setup a secure password.With this one can access all features on home page.

• Portfolio-Optimization: With the button right below slideshow, 'LET'S BEGIN', one can get generate their stock portfolio.

• Financial Knowledge: As soon as the page opens after login/signup, one can view the slideshow to enhance financial knowledge .

• Comapny's Stock Price: Moving further, one can enter the symbol of share holding company and get record of its stock of the past 5 years.

• Latest Financial News: Last but not least, towards the end, latest financial and business news is displayed to provide user convenience.

👨‍💻Contributors

• Siddhi Parekh
• Raya Chakravarty

📱Screenshots

• A glimpse of our project