Personal Finance Analysis

About   |   Business Rules   |   Features   |   Technologies   |   Requirements   |   Running   |   Important Notes   |   License   |   Author

🎯 About

The "Personal Finance Analysis with yFinance" project is an application developed in Python, using Jupyter Notebook, for managing and analyzing personal finances. The project utilizes the yFinance library to retrieve financial data directly from Yahoo Finance.

📝 Business Rules

The main objective of the project is to allow the organization and analysis of personal finances in an automated way. The application enables the retrieval of financial data directly from the Yahoo Finance API and provides tools for investment analysis, including stock price tracking and financial indicator calculations.

✨ Features

✔️ Feature 1: Retrieval of financial data from the Yahoo Finance API using the yFinance library.

✔️ Feature 2: Analysis of financial data, including historical performance charts and financial indicator calculations.

🚀 Technologies

The following tools were used in this project:

• Python
• Jupyter Notebook
• yFinance
• Pandas
• Matplotlib

✅ Requirements

Before starting 🏁, you need to have Python 3.6 or higher installed.

🏁 Running

Cloning the Repository

First, clone the project repository to your local machine.

$ git clone https://github.com/gsoaresdz/finances.git

Installing Dependencies

To install the project dependencies, run the following command in the terminal:

$ pip install pandas yfinance matplotlib jupyte

Running the Code

To run the project, open Jupyter Notebook and execute the main.ipynb file.

# Navigate to the project directory
$ cd financas

# Start Jupyter Notebook
$ jupyter notebook

📝 Important Notes

• This project is for educational and study purposes only.
• The analyses performed are based on data retrieved from the Yahoo Finance API and should be interpreted with caution.

📝 License

This project is licensed under the MIT License. For more details, see the LICENSE file.

Made with ❤️ by gsoaresdz

Back to top