/Wealthwise

A stock portfolio suggestion engine

Primary LanguageHTML

WealthWise

This project is about a stock portfolio suggestion engine, The engine is assigned some stocks and ETFs mapped to a specific investment strategy, the User can enter an investment amount and type of investment strategy up to 2, and then the engine suggests the latest price analysis and investment strategies.

Use Case:

User Inputs:

  • Dollar amount to invest in USD (Minimum is $5000 USD)
  • Pick one or two investment strategies:
    • Ethical Investing
    • Growth Investing
    • Index Investing
    • Quality Investing
    • Value Investing

Investment Strategies

Engine Output:

  • Selected stocks based on inputted strategies.
  • Distribution of the invested money among suggested stocks. Stock Distribution
  • Current values (up to the second via the Internet) of the overall portfolio (including all stocks / ETFs). Stocks Display
  • Weekly trend of the portfolio value. In other words, keep a 5-day history of the overall portfolio value. Weekly History

Installation Guide

Pre-requisites

  • Python

Installation (Windows)

  1. Clone the repository
  2. Open a terminal in the root folder of the repository
  3. Create a virtual environment using python -m venv myenv
  4. Activate the virtual environment using myenv\Scripts\activate
  5. Install the dependencies using pip install -r requirements.txt
  6. Run the application using python app.py
  7. Open http://127.0.0.1:5050

Team:

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Guide to Using Flask:

Flask Development and Deployment Guide