Asset Portfolio - Performance Analysis

About   |   Features   |   Technologies   |   Requirements   |   Running   |   Important Notes   |   License   |   Author

🎯 About

The "Investment Portfolio" project is an application developed in Python, using Jupyter Notebook, to manage and analyze an investment portfolio. The project uses an Excel file to store the portfolio data.

📝 Business Rule

The main objective of the project is to allow the organization and analysis of an investment portfolio in an automated way. The application allows reading portfolio data from an Excel file and provides tools for investment analysis.

✨ Features

✔️ Feature 1: Read portfolio data from an Excel file.

✔️ Feature 2: Analyze portfolio data.

🚀 Technologies

The following tools were used in this project:

• Python
• Jupyter Notebook
• Pandas
• Openpyxl

✅ Requirements

Before starting 🏁, you need to have Python 3.6 or higher installed.

🏁 Running

Cloning the Repository

First, clone the project repository to your local machine.

$ git clone https://github.com/gsoaresdz/wallet.git

Installing Dependencies

To install the project dependencies, run the following command in the terminal:

$ pip install pandas openpyxl jupyter

Running the Code

To run the project, open Jupyter Notebook and execute the main.ipynb file.

# Access the project directory
$ cd carteira

# Start Jupyter Notebook
$ jupyter notebook

📝 Important Notes

• This project is for educational and study purposes only.
• The analyses performed are based on the data provided in the Excel file and should be interpreted with caution.

📝 License

This project is licensed under the MIT License. For more details, see the LICENSE file.

Made with ❤️ by gsoaresdz

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