Skip to content

mucolon/opt-portfolio

Folders and files

NameName
Last commit message
Last commit date

Latest commit

 

History

53 Commits
 
 
 
 
 
 
 
 
 
 

Repository files navigation

opt-portfolio: A complete repository for financial portfolio optimization

This repo takes in a Seeking Alpha Portfolio Excel Export and filters down to a list of symbols that pass defined quantitative metrics. In addition, M1 Finance portfolio holdings and monthly statements can be uploaded to track portfolio performance.

A figure is produced to display the portfolio's performance and projected dividends. Sample Plot

Note:

This repo is intended for my portfolio, hence why personal monetary positions are not public.

About

Financial portfolio optimization program

Resources

Stars

Watchers

Forks

Releases

No releases published

Packages

 
 
 

Languages