Diversify

An implementation of Graph theory on the financial sector.

Basic Defintions

Portolio is a collection of investments held by a person or company.

Portfolio Management is management of various securities and other assets to meet specific investment goals.

Portfolio Diversification is dissemination of investments to limit exposure to risk.

Objective of the Product

The purpose of portfolio diversification is to minimize losses and diversify the financial assets of the investor.

Description of Product

Diversify is a web application that aims to aid users to make sensible and informed investment choices. It makes use of graph theory to help choose the most diverse portfolio, that seeks to minimise the risk while providing a reasonable profit.

On the app, users can view the recent performance of the company whose stocks they are interested in, or have been advised to buy. Currently, Diversify is available on a limited number of companies on the Indian NSE and the American NASDAQ. Diversify will aim to scale up slowly its operations to include a larger number of companies on more markets and in more countries.

Features

The features offered include:

1)  Portfolio evaluation:
    The app allows users to enter their current portfolio and receive an estimate of 
    how well the companies that they are investing in have been doing in the recent past as 
    well as feedback on the diversity of their portfolio. 
 
 2)  Increased Diversification:
     This feature is intended to aid users who have investments at the moment but are seeking to expand
      their portfolio. It allows users to enter their current portfolio that they intend to add to, and
      the number of companies that they plan to add. The app offers suggestions based on which companies
      are most diverse while taking into account their existing portfolio. It also shows the users a recent 
      review of the performance of each of the companies on their expanded portfolio.
      
 3)  Portfolio Creation:
     A feature aimed at those that are new to the stock market that aims to aid them to keep from falling into
      the common pitfalls that haunt those that are new to the field. Users can enter the number of companies 
      that they want to invest in and get suggestions on the three top, most diversified portfolios that 
      satisfy the criteria. They can also take a look at the recent performance of the companies that they 
      seek to invest in and also review how it performs against an industrial standard.
      
 4) Exit Strategy:
     It is must for any inverstor to have an exit strategy. Most people don't pay attention to it and thus hurt                               their chances of maximizing profits. We update the user about their portfolios in case of sudden movements in                           the market. The users are asked for their stop loss and take profits and are immediately notified once the set                           criterion is met.

Screenshots

Technology Stack

Python Dependencies

• dnspython
• pymongo
• passlib
• pandas-datareader
• pandas
• numpy
• Flask

Developers

1. Devyanshu Shukla

2. Michael George

3. Anmol Goyal