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https://github.com/ivzeng/my-investment-toolkit

This is an application that allows users to store their trading history on the stock market, and get suggestions based on various trading strategies.
https://github.com/ivzeng/my-investment-toolkit

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This is an application that allows users to store their trading history on the stock market, and get suggestions based on various trading strategies.

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README

        

# This is my investment journal program.

### The program provides a simple user interface that allows you to
- use a menu-based console interface and a menu-based GUI with easy IO operations
- handle multiple accounts
- record the account information and trading history
- visualize the stock price data as well as some other account information
- obtain and update stocks' data (CN/US) in the background
- obtain suggestions from various trading strategies
- get notified when a trade point is triggered
- evaluate the effectiveness of each strategy through simulations

### Requirement:
#### Python > 3.7
#### Libraries:
```
matplotlib==3.7.1
pandas==2.0.3
pygame==2.6.1
Requests==2.32.3
scikit_learn==1.5.2
tqdm==4.66.4
xgboost==2.1.1
```

for plotting in a Linux environment:
```
PyQt5==5.15.10
PyQt5_sip==12.13.0
```

### Demo:

#### Startup
![Startup](./demo/startup.png)

#### Get helps

![help](./demo/help_1.png)
![help](./demo/help_2.png)

#### View configurations and create/switch an account
![setting](./demo/set_details.png)
![new account](./demo/new_account.png)

#### Set account budget, transfer, add stock & make a trade
![set budget & transfer](./demo/set_budget_transfer.png)
![add & trade](./demo/add_trade.png)

#### Undo & remove a stock
![undo](./demo/undo.png)
![remove](./demo/remove.png)

#### Set stock's code & request stock data from internet
![set stock](./demo/set_stock.png)
![request](./demo/request.png)

#### Plot stock price
![plot](./demo/plot.png)

#### Get suggestion
![suggestion](./demo/suggestion1.png)
![suggestion](./demo/suggestion2.png)

#### Ivan Zeng ;)