Investment Portfolio Website

What does it do?

• Using screenshot images of stock purchases form a csv of market transactions and history
• Analysing investment data from csv to prepare for visualisation
• Visualising investment data on graphing library
• Turning csv into a JSON file to be used in Database for transactions
• Making a React js front end to visualise my investments and graphs
• Setting up Django backend to feed API data from the database for display on react
• Live data using yfinanace and refreshing to get constant gain/loss percentages
• Each stock is a button that shows breakdown of that stock holding on a graph
• Daily/Monthly/Yearly View

What do I still need to make it do?

• Other tabs for specific breakdowns
• Overall portfolio graph
• Formatting react app for smaller screens & phone screens

Most recent addition:

• Most recently I added the feature of jumping between, Daily, Monthly and All data visualisation.
• The feature is currently a work in progress, only working for specific stocks.

Going forward from my current addition:

• Next step is the current holdings Daily, Monthly and All graph.