I will be adding more to this readme file later but for right now if you want to look at my report, read the .XLS file in this folder
Next Steps: Efficiency
- Decrease data loss from YFinance lookup
- Increase number of Parse Objects for .txt files
- implement a mySQL server to handle all portfolios with a single to multiple system where the initial chart contains a list of dates and core stats then be able to lookup (statistics, change in holdings, holdings, data table, etc.)
Data Value
- Add a comparison of portfolios based on net positions (what stocks were added, what stocks were changed)
- Add Tableau data charts for my front-end report
- Clean up statistics labels
- write more conclusive report
Excel
- Clarify the scope of my analysis