PORTFOLIO MANAGEMENT PROJECT

(ASCEND EduCare Group 3)

• ABOUT
  

  • The portfolio management application is a comprehensive platform that facilitates investment tracking
    and performance monitoring for users. The application offers a user-friendly interface, which displays
    the user's holdings, transactions, and performance metrics.
  • It is built on django framework and uses sql database.
  • The portfolio management project has been extended to develop an analysis tool to enable the user to effectively monitor his/her investments and make informed futher investment decisions.
  • The analysis tool has been developed using Google Colab and ipywidgets library.

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• TABLE OF CONTENTS

  • GETTING STARTED WITH THE WEB APP
  • GETTING STARTED WITH THE ANALYSIS TOOL
  • OVERVIEW OF THE WEB APP
  • OVERVIEW OF THE ANALYSIS TOOL
  • FUTURE SCOPE
  • OUR GROUP

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• GETTING STARTED WITH THE WEB APP

  • INSTALLATION

    • We need Python, Django and mysqlclient installed to run this project.
      • Python : Python Installation
      • Django : pip install django
      • MySQLClient : MySQLClient Installation
  • After installing the dependencies -:
    • Clone the repository :
      • git clone https://github.com/<username>/<forked-repo>.git
    • Create your own virtual environment :
      • python3 -m venv venv
      • 'source venv/bin/activate'
    • Install your requirements :
      • pip install -r requirements.txt
    • open cmd and run the commands to create the database :
      • mysql -u root -p
      • CREATE DATABASE portfoliomanagement;
      • USE portfoliomanagement;
    • To get database files in your PC run this command for all .sql files in database folder :
      • mysql > source file_path_with_file_name.sql;
    • Open setting.py file in PortfolioManager folder and change database section to this :
    • Make your migrations :
      • python manage.py makemigrations
      • python manage.py migrate
    • Run project on localhost :
      • python manage.py runserver
        

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• GETTING STARTED WITH THE GOOGLE COLAB ANALYSIS TOOL

  • We need to upload analysis csv files into Google Colab to run the notebook.
    • Go to the "Analysis Tool Files" folder
    • Download all the files present in the folder
    • Upload these files into the Google Colab
  • Run the notebook shells one by one
  • The last shell contains the dashboard

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• OVERVIEW OF THE WEB APP

  • HOME PAGE

    

  • REGISTERATION PAGE

    

  • LOGIN PAGE

    

  • LOGOUT PAGE

    

  • DASHBOARD

    

  • ALL_STOCKS_PROFILES

    

  • MY STOCKS PAGE (to add stocks to the portfolio)

    

  • LOGOUT

  

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• OVERVIEW OF THE ANALYSIS TOOL

  • STOCK PRICE TRENDS

    

  • DATASET EXPLORATION

    

  • STOCK ANALYSIS TAB

    

  • COMPARISON ANALYSIS TAB

    

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• FUTURE SCOPE

  • The future endeavors associated with the application include integrating analysis of specific stocks with
    our web app and expanding the range of investment types supported, integrating advanced analytics and reporting, and
    collaborating with third-party investment tools.

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• OUR GROUP

  • ISHANK JAIN (MENTOR)

  • RISHIKA

  • NIHARIKA

  • SNEHIL

  • ANISHA SHARMA

  • KOMAL