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Multi-portfolio & multi-strategy management application. It uses AlphaVantage API to fetch the stock data. It has an LRU cache to reduce the number of API calls (since the free tier only allows 5 calls). JFreeChart is used to dynamically plot the performance portfolio (cost-basis and value) using JFreeChart

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nachiketdhamankar/stock-trader

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Stock Trading Tutor


Hello!

This application is a multi-portfolio & multi-strategy management application. It uses AlphaVantage API to fetch the stock data. It has an LRU cache to reduce the number of API calls (since the free tier only allows 5 calls). JFreeChart is used to dynamically plot the performance portfolio (cost-basis and value) using JFreeChart.

PS: I'm working on arranging the project in a better way, but here are a few screenshots to give you a feel of the application.

Performance of the Portfolio

To plot the performance of the portfolio -

  1. Click on Graph on the left hand side panel
  2. Choose the source of the portfolio (I have chosen to plot a saved portfolio)
  3. Select the From file radio button
  4. Enter the start date and end date
  5. Click on Submit

Plot Performance of a Portfolio

Performance of a Portfolio

Portfolio Information

To view information like Value and Cost Basis of a portfolio -

  1. Click on the Value / Cost Basis button on the left hand side panel.
  2. If the portfolio is saved (persisted) in a file
    • Click on Load from file
    • Navigate to the location of the persisted portfolio
  3. If the portfolio is not yet saved as a file
    • Enter the portfolio name in the text box
  4. Enter the date (We have entered 2018-12-12)
  5. Click on the radio button if the portfolio is a saved file
  6. Click on the suitable portfolio information (Calculate cost basis or Calculate Value)

Portfolio Information

Cost-basis of a portfolio

Once you click on 'Calculate cost basis, the following window pops up'

Portfolio Information - cost-basis

Value of a portfolio

Once you click on 'Calculate Value, the following window pops up'

Portfolio Information - value

About

Multi-portfolio & multi-strategy management application. It uses AlphaVantage API to fetch the stock data. It has an LRU cache to reduce the number of API calls (since the free tier only allows 5 calls). JFreeChart is used to dynamically plot the performance portfolio (cost-basis and value) using JFreeChart

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