porfolio-optimization

  1. Requirements
  • gurobi 6.5.0 (License is needed)
  • python 2.7:
  • Flask 0.10.1
  • Numpy 1.9.2
  • Pandas 0.16.2
  1. Get started
  • Run "python index.py" in terminal.
  • Open 127.0.0.1:12345 in a browser.
  • Select start- and end-date; add more tickers.
  • Click "Quote" to process data in the data folder, return a oprtimized portfolio
  • Change the portfolio by varying the options provided until u get the best combination
  • Replace the data files with your own data to include more instruments and take more time period
  1. Yet to be done
  • Integrate backend transaction costs with frontend
  • Include Tax constraints if the investor is looking for huge amounts, for eg > 10m
  • Connect to database which updates data on a realtime basis
  • Include short sell strategies
  • Introduce parallelism to the server