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https://github.com/codewiththomas/virtual-depot


https://github.com/codewiththomas/virtual-depot

flask mkdocs python sqlalchemy yfinance

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# Virtual Depot

A virtual depot where assets (stocks/etf) can be managed. Uses Flask to run as webapp in browser.

## Tech Stack

- Python 3.12
- yfinance
- sqlalchemy
- flask
- mkdocs
- SQLite

## Milestones

1. Have a virtual depot
1. [x] Manage cash balance
2. [x] Add Asset to depot (buy)
3. [x] Remove Asset from depot (sell)
4. [x] Get historical data for assets in depot
5. [x] Calculate Value of depot
2. Enrich data
1. Calculate KPIs for assets
1. [x] SMA (Simple Moving Average)
2. [x] RSI (Relative Strength Index)
3. [x] Bollinger Bands
4. [ ] MACD (Moving Average Convergence Divergence)
5. [ ] OBV (On Balance Volume)
6. [ ] ATR (Average True Range)
7. [ ] ADX (Average Directional Index)
8. [ ] Stochastic Oscillator
9. [ ] Momentum
10. [ ] Volatility
11. [ ] Beta
12. [ ] Sharpe Ratio
13. [ ] Sortino Ratio
14. [ ] Treynor Ratio
15. [ ] Information Ratio
16. [ ] Jensen's Alpha
17. [ ] Tracking Error
18. [ ] Maximum Drawdown
19. [ ] Calmar Ratio
20. [ ] Pain Index
21. [ ] Ulcer Index
22. [ ] Value at Risk
23. [ ] Conditional Value at Risk
24. [ ] Expected Shortfall
25. [ ] Tail Ratio
26. [ ] Skewness
27. [ ] Kurtosis
28. [ ] Max Loss
1. Enrich with market data
3. Develop trading strategies
4. Self-Trading