- In these unprecedented times many people have lost their wealth because of wrong investment decisions made, which are encouraged by human emotions.
- A strong system built on back-tested data would drive away human emotions and help people to make the right investment decision purely based on algorithms and statistics.
- Less than 1.5% of people in India invest in the stock markets and the majority lack knowledge in terms of the right stocks to invest and how to manage their portfolios efficiently.
- Our aim is to build a strong portfolio management system which would encourage more people to invest in the markets and make the right investment decisions.
Design and create a portfolio management system which aims to :
- Maximize the alpha (returns) and minimize the risk.
- Implement various trading & investing strategies using technical & fundamental analysis.
- Optimize strategies using machine learning algorithms.
- Use Algorithmic Trading to remove the psychological & emotional bias faced during the investment process.
- Clone the repository
git clone https://github.com/bpagare6/Portfolio-Management-System.git
- Create virtual environment inside the
Portfolio-Management-System
folder. - Activate the virtual environment.
- Download the requirements,
pip install requirements.txt
- Go inside the
portfolio_management_system
folder which is actual Django project. - Create a .env file from which your environment variables will be fetched.
- Make database up to date,
python manage.py makemigrations
andpython manage.py migrate
- Run the project
python manage.py runserver
- Visit
localhost:8000
in your browser and you should be able to use the project 😃.
- Home Page (Content, Images are yet to be updated)
- Login & Register Page (Logo, Footer are yet to be updated)
- Dashboard UI (Logo, Footer are yet to be updated)
- Dashboard (Investment Overview) - Backend Integration
- Some Utility Functions (Adding Stocks to Holdings, View Details on dashboard)
- Solve issues regarding Alphavantage API request limit (using try-except)
- Solve issues regarding TradingView glitches
- Dashboard (Portfolio Insights, Recommendations) - Backend Integration
- Risk Profile Page and Backend
- Database Models (Under Progress)
- Portfolio Model
- StockHoldings Model
Please watch the video : https://youtu.be/MnUd31TvBoU
Send the pull request, we will review it and if possible will merge it in the codebase 😃.