Finance Project

This repository contains all the necessary files and scripts for calculating XIRR and visualizing the results through a Power BI dashboard. The project includes SQL scripts, Python code, data files, and documentation.

Repository Structure

• Powerbi_file

  • xirr_dashboard_post.pbix : Power BI dashboard file for visualizing XIRR results.

• sql_data_for_Powerbi

  • finance_project.sql : SQL script for setting up the database and necessary tables.

• XIRR_Code_with_Documentation

  • ADD_Tables_SQLDATEBASE.py : Python script for adding tables to the SQL database.
  • code_lastdate_startingdate.py : Python script for calculating XIRR using the last date and starting date.
  • code_with_lastdate.py : Python script for calculating XIRR with a focus on the last date.
  • Instructions.txt : Instructions for running the Python scripts and setting up the environment.
  • Share_Trading_Full.csv : CSV file containing the share trading data.
  • XIRR Documentation.docx : Detailed documentation of the XIRR calculation process.

Project Overview

This project aims to calculate the XIRR (Extended Internal Rate of Return) using trading data. The calculated XIRR is then visualized using a Power BI dashboard, which connects to a PostgreSQL server to fetch and display data.

Files and Their Roles

1. Power BI Dashboard

   • xirr_dashboard_post.pbix : This file contains the dashboard created in Power BI to visualize the calculated XIRR.

2. SQL Data for Power BI

   • finance_project.sql : SQL script used to set up the PostgreSQL database and tables required for storing and retrieving trading data.

3. XIRR Code with Documentation

   • ADD_Tables_SQLDATEBASE.py : Script for adding the necessary tables to the PostgreSQL database.
   • code_lastdate_startingdate.py : Script to calculate XIRR based on the last date and starting date from the dataset.
   • code_with_lastdate.py : Another script for calculating XIRR with emphasis on the last date.
   • Instructions.txt : Provides detailed instructions on how to execute the scripts and set up the environment.
   • Share_Trading_Full.csv : Contains the share trading data used for XIRR calculations.
   • XIRR Documentation.docx : Comprehensive documentation explaining the XIRR calculation process.

Instructions

1. Set up the PostgreSQL database using the finance_project.sql script.
2. Run ADD_Tables_SQLDATEBASE.py to add the necessary tables to the database.
3. Use code_lastdate_startingdate.py or code_with_lastdate.py to calculate XIRR based on your preferred methodology.
4. Follow the instructions in Instructions.txt for detailed steps and troubleshooting.
5. Open xirr_dashboard_post.pbix in Power BI to visualize the results.

Additional Information

For more details on the XIRR calculation and the scripts used, refer to XIRR Documentation.docx.

License

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