bpagare6/portfolio-management-system

Portfolio Management System allows users to manage their financial portfolio easily with the suggestions based on algorithms

Portfolio-Management-System

Motivation

• In these unprecedented times many people have lost their wealth because of wrong investment decisions made, which are encouraged by human emotions.
• A strong system built on back-tested data would drive away human emotions and help people to make the right investment decision purely based on algorithms and statistics.
• Less than 1.5% of people in India invest in the stock markets and the majority lack knowledge in terms of the right stocks to invest and how to manage their portfolios efficiently.
• Our aim is to build a strong portfolio management system which would encourage more people to invest in the markets and make the right investment decisions.

Idea

Design and create a portfolio management system which aims to :

• Maximize the alpha (returns) and minimize the risk.
• Implement various trading & investing strategies using technical & fundamental analysis.
• Optimize strategies using machine learning algorithms.
• Use Algorithmic Trading to remove the psychological & emotional bias faced during the investment process.

Architecture Diagram

Few Web Pages Screenshots

Using Project Locally

1. Clone the repository git clone https://github.com/bpagare6/Portfolio-Management-System.git
2. Create virtual environment inside the Portfolio-Management-System folder.
3. Activate the virtual environment.
4. Download the requirements, pip install requirements.txt
5. Go inside the portfolio_management_system folder which is actual Django project.
6. Create a .env file from which your environment variables will be fetched.
7. Make database up to date, python manage.py makemigrations and python manage.py migrate
8. Run the project python manage.py runserver
9. Visit localhost:8000 in your browser and you should be able to use the project 😃.

Project Progress

• Home Page (Content, Images are yet to be updated)
• Login & Register Page (Logo, Footer are yet to be updated)
• Dashboard UI (Logo, Footer are yet to be updated)
• Dashboard (Investment Overview) - Backend Integration
  • Some Utility Functions (Adding Stocks to Holdings, View Details on dashboard)
  • Solve issues regarding Alphavantage API request limit (using try-except)
  • Solve issues regarding TradingView glitches
• Dashboard (Portfolio Insights, Recommendations) - Backend Integration
• Risk Profile Page and Backend
• Database Models (Under Progress)
  • Portfolio Model
  • StockHoldings Model

Team Members

1. Bhushan Pagare
2. Purvesh Jain
3. Manav Peshwani
4. Nipun Khivansara

Would Like to Contribute?

Please watch the video : https://youtu.be/MnUd31TvBoU

Send the pull request, we will review it and if possible will merge it in the codebase 😃.

portfolio-management-system's Issues

installation help required.

Installation help required to check functionality then we are planning for extended & customization development.
logic & features are under descriptions are good and attractive.