https://github.com/damianlebiedz/stock-portfolio-analysis

Automation of stock portfolio analysis form transaction history
https://github.com/damianlebiedz/stock-portfolio-analysis

data-analysis data-visualization matplotlib pandas python stock-market stock-performance stock-portfolio yfinance

Last synced: 8 months ago
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Automation of stock portfolio analysis form transaction history

• Host: GitHub
• URL: https://github.com/damianlebiedz/stock-portfolio-analysis
• Owner: damianlebiedz
• License: mit
• Created: 2025-02-23T07:33:21.000Z (9 months ago)
• Default Branch: main
• Last Pushed: 2025-03-30T08:12:00.000Z (8 months ago)
• Last Synced: 2025-03-30T09:21:16.499Z (8 months ago)
• Topics: data-analysis, data-visualization, matplotlib, pandas, python, stock-market, stock-performance, stock-portfolio, yfinance
• Language: Python
• Homepage:
• Size: 48.8 KB
• Stars: 0
• Watchers: 1
• Forks: 0
• Open Issues: 0
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

          
# Stock portfolio analysis | *Project in progress!*

Created to automate the analysis of a stock portfolio based on transaction history in a spreadsheet.

[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)

- [Functionalities](#functionalities)

- [Technologies](#technologies)

- [Contact](#contact)

## Functionalities

1. Downloading data from a transaction history spreadsheet matched to the form as in the template (/data).

2. Cleaning data and formatting it so that the algorithm can analyze it.

3. Creating a daily dataframe with the profit of the portfolio composition each day.

4. Presenting data on a line graph.

Future functionalities (to do):

- Comparison of portfolio profit vs SP500/other on a line graph.

- Analysis of current portfolio composition (P/E, Markovitz, matrix of correlation etc.).

- Testing by pytest.

- Final, easy to run version with .exe files.

- The program is supposed to create a full raport in html/pdf format with all the generated data.

## Technologies

- Python 3

- pandas

- matplotlib

- yfinance

  

(future technologies to use):

- pyplot/seaborn

- pytest

  

## Contact

Damian Lebiedź | https://damianlebiedz.github.io/contact.html