Portfolio Risk Analysis Tool

Use Case

This application calculates the risk of assets using metrics and statistical methods to calculate portfolio performance.

Data Used

The application reads financial data from a CSV.

whale_navs.csv

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Technologies

Python:

Phyton Version: **3.7.13**

CSV:

csv

Pandas

Pandas

Matplotlib

Matplotlib

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How to run

1. Clone this repository from Github
2. Open Jupyter lab and open the file
3. Run all cells

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Usage

Cumulative Returns Over Time:

Volatility of Returns of Over Time:

21 Day Rolling Standard Deviation of Funds:

Sharpe Ratios of Funds and S&P 500:

60 day rolling Beta: Berkshire Hathaway:

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Contributors

UW FinTech Bootcamp

• Startup code provided by program

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License

Portfolio Risk Analysis tool is available under an MIT License.

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Aknowledgements

• Markdown Guide