/InvestoReady

DBMS SEM 5 Project

Primary LanguageJupyter NotebookMIT LicenseMIT

InvestoReady

An Android application that will display top 15 stocks (Selected by a stock market expert) and their analyzed data (P/B Ratio , P/E Ratio , Return on Equity , Dividend Yield , Debt to Equity and Net Profit Margin and Stock Prices from year 2006 to 2022). This application is mainly for beginners. The application also provides the user to automatically generate a portfolio and also provides a Return of Investment Calculator (ROI) for 2 stocks (as of 08/12/2022) namely TCS and Infosys

Demo

Table of Contents

Team

Motivation

In recent times, investing is as important as earning. Financial literacy can allow a person to reach different level of heights. Investing is considered to be a risky task (particularly in stocks) because of which many people avoid it. Hence to make investing easy we are proposing this idea.

Screenshots

Welcome Page Sign Up Page Login Page StockList Page StockList Page StockList Page Reliance Page Reliance Page TCS Page TCS Page Portfolio Portfolio Portfolio ROI Calculator Page Account Page

Tech/ Framework used

IDES

Android studioVisual Studio CodeGoogle Colab

Programming Languages
PythonJavaJavascript

Database
Firebase

Libraries
Alpha Vantage Pandas React JS

Algorithms

ROI Calculator Algorithm

Given :

  1. Bonus year array
  2. Bonus year ratio factor array
  3. Dividend factor
  4. Price of stock with year varying from current year to base year

Input :

  • Investment

Output :

  • Total dividend received over no of years (current year - base year)
  • Current evaluation

Algorithm:

  1. Input amount to be invested from user
  2. Let base year for calculation be 2006
  3. Define an array which will store the bonus year of each stock and another array for bonus year ratio factor. For example: TCS has offered 1:1 ratio of stocks in the years 2006, 2009 and 2018. It means that the quantity of stocks doubled in those years.
  4. Define an array price which will contain prices from 2006 (base year) to 2022 (current year) in decreasing order of year
  5. Define dividend factor of the stock
  6. If the base year = 2006 and the current year = 2022, no of years = 17. Therefore number of financial years = 16
  7. Find initial quantity of stocks

    8. quantity = investment_amount/price(2006)

  8. Initialize total dividend to zero
  9. for i := (no of years - 2) to 0 and year := (2006)
    • If year is a bonus year then multiply quantity of stocks by bonus_year_factor_ratio for that year
    • total_dividendent = total_dividendent + quantity*((price[i]*dividendFactor)/100)
    • Increment value of year
    • Decrement value of i
  10. Output current evaluation and total dividend received

    current_valuation = (current_stock_price * quantity_of_stocks)

Portfolio Generation Algorithm

Input : Budget / Investment amount

Output :

  1. Total allocated amount
  2. Sector-wise allocated amount
  3. Quantity of stock sector-wise
  4. Total remaining amount

Algorithm:

  1. Input budget or amount to be invested from user (Minimum investment = 50000)
  2. We assume the no. of sectors from which stocks will be allocated belong to be 6 and we select the top 3 best stocks from many stocks based on research by a team of experts.
  3. Find the sector-wise amount to be allotted

    sectoralAmount = budget / noOfSectors

  4. We have the top 3 companies per sector wise along with their current prices with us
  5. for i = 1 to noOfSectors
    1. Select a stock from each sector and find the quantity

    2. quantity = sectoralAmount/(price_of_stock_randomly_selected)

    3. remainingAmountPerSector = sectoralAmount%(price_of_stock_randomly_selected)

    4. totalAllocated = totalAllocated + (quantity * (price_of_stock_randomly_selected))

  6. totalRemaining = budget - totalAllocated

  7. From each sector we find the stock with minimum price and that minimum price should be less than remaining amount
  8. If no stock can be found which has price less than remaining amount then your portfolio has been generated
  9. Else u find the additional quantity of stocks which can be bought using the remaining amount
  10. Find total allocated amount and total remaining amount
  11. Output the total allocated amount, sector-wise allocated amount, quantity of stock sector-wise and total remaining amount

Features

  1. AI powered portfolio
  2. Return of Investment Calculator (ROI)

Code Examples

Installation

API Reference

Alpha Vantage

How to use?

  1. Download the app from our website
  2. Sign up using your email id
  3. Verify your email address via a confirmation mail which you might have received on your email (Mostly in spam folder)
  4. Login into our app using the verified email address
  5. You are ready to get started!

Credits

License

MIT License