Investment Portfolio Management App

Overview

The Investment Portfolio Management App is a simple Python application that allows users to manage their investment portfolio. The app provides functionality to calculate the risk and return of a stock portfolio and manage a list of stocks.

Features

• Stock Management: Add and delete stocks to/from your portfolio. The app stores stock information such as ticker, quantity, and average price in a CSV file (stocks.csv).
• Stock fundamental analysis: Access fundamental data for analysis from Yahoo Finance using yfinance.
• Risk and Return Calculator: Calculate the risk and return of your investment portfolio based on historical stock data obtained from Yahoo Finance using yfinance.

Getting Started

Install Dependencies

pip install yfinance pandas matplotlib

Run the app

python main.py

Usage

1. Manage stock list:

• Choose option 'A'.

1.1. Add a Stock:

• Choose option '1' in the main menu
• Enter the stock ticker, quantity, and average price.

1.2. Delete a Stock:

• Choose option '2' in the main menu.
• Enter the stock ticker to delete.

1.3. Display Stocks:

• Choose option '3' in the main menu to view the current list of stocks.

2. Retrieve stock's fundamental data

• Choose option 'B' to retrieve fundamental data and enter the stock ticker.
• At first, the application displays only the following ratios:
  • Profit margins
  • Trailing P/E
  • Forward P/E
  • PEG Ratio
  • Price to sales
  • Price to book
  • Debt to equity
  • Ebitda margin
  • Dividend Yield
  • Payout ratio

3. Calculate Risk and Return:

• Choose option 'C' in the main menu to calculate the risk and return of your portfolio.

4. Quit the App:

• Choose option 'Q' in the main menu to exit the app.

Data Storage

• Stock information is stored in a CSV file named 'stocks.csv'.
• The CSV file includes columns for ticker, quantity, and average price.

Dependencies

• yfinance: Fetch historical stock data and fundamental data.
• pandas: Data manipulation and analysis.
• matplotlib: Plotting graphs.

Contributing

Feel free to contribute by submitting issues or pull requests. Your feedback and contributions are welcomed!

Upcoming features

• Retrieve stock's fundamental data for analysis (implemented).
• Create stock price prediction.
• Provide the portfolio's feedback.