Pandas - Practical Example: Portfolio Activity (Investment & Tax Analysis)

This project investigates the investment performance of a beginner investor on U.S. stock exchanges. It explores the difference between gross profits in USD and the resulting tax liability when converted to PLN, demonstrating how currency exchange rate fluctuations can turn a nominal loss into a taxable gain.

🛠️ Technologies Used

• Python 3.12
• Pandas: Data manipulation and analysis.
• Openpyxl: For reading Excel (.xlsx) transaction file.
• Anaconda/Conda: For environment and package management.
• Jupyter Notebook: For interactive data exploration.

⚙️ Installation & Environment Setup

This project was created using Anaconda. To ensure all dependencies (like pandas and openpyxl) are correctly installed and to avoid version conflicts, please use the provided environment.yml file to rebuild the virtual environment.

1. Rebuild the Environment

Open your terminal or Anaconda Prompt and run:

conda env create -f environment.yml

2. Activate the Environment

Once the installation is complete, activate the new environment:

conda activate pandas_portfolio_activity

3. Launch the Project