Stock Portfolio Roboadvisor (Dashboard & PME analysis)

Stock Portfolio Roboadvisor aims to empower amateur investors to analyze individual stock performance compared to SP500 index (benchmark)

Steps for running:

1. Activate python virtual environment with required modules
2. ensure constants.py contains a) correct path locations for source files; and b) valid database connection credentials
3. Run dashboard tool with command:
    `python dashboard.py`

ALTERNATE (DIRECT ACCESS):

    `python screen.py`

Features

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• Compares current portfolio to benchmark index performance over same period
• Provides near-live analysis of current ROI by stock

Installation

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Install Stock Portfolio Roboadvisor with following steps (assumes Windows platform):

1. create virtual environment in home directory (e.g. 'C:/Users/Duane/') python -m venv finance1
2. Activate virtual environment C:/Users/Duane/finance1/Scripts/activate.ps1
3. Install required modules pip install -r requirements.txt

Contribute

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[Issue Tracker] (https://github.com/drinehart1/finance1/issues)

[Source Code] (https://github.com/drinehart1/finance1)

Support

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If you are having issues, please let me know. Duane Rinehart DRE Consulting - dreconsulting11[at]gmail.com

License

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The project is licensed under the MIT license.