Investment Portfolio Analysis Dashboard

Inspiration

A desire to simplify investment analysis, and consistently beat the market

What it does

• Provides the historical data of any portfolio
• Compares that data against the market
• Calculates investment analysis metrics
• Provides logic based portfolio suggestions

How we built it

python (web based dashboard) noteable modules: yfinance, dash, pandas, plotly

Challenges we ran into

• getting the API for AMEX name/ticker data

• making logic based suggestions

  Accomplishments that we're proud of

• making a finished product

What we learned

• there are countless ways to analyze investments

What's next for Investment Portfolio Analysis Dashboard

• International stock exchange!

Built With

• dash
• numpy
• pandas
• plotly
• python
• yfinance