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Financial Planner

Description

Financial Planner is all you need to manage and organise your financial portfolio.This website keeps track of all your stock holdings and mutual funds and informs about your net profit/loss.The client can search for any no. of stocks available on the major US stock exchanges like NYSE and Financial planner will give a detailed summary and customisable graph based on the historical data.The client can view all stocks held under My Portfolio. It also has a unique feature of optimising among various stock options in order to maximise your profit and help the investor reach his/her financial goals. This feature is based on Markovitz Portfolio Selection Model and maximization of Sharpe Ratio.

Installation Guide

Run below script in cmd or terminal after going in the respective directory:

pip install -r requirements.txt

Next install modified yfinance with src = Path to yfinance-master:

pip install -e src

To start the server go inside EAD_Project directory and run the following:

python manage.py runserver

Output for above command run:

Watching for file changes with StatReloader
Performing system checks...

System check identified no issues (0 silenced).
April 27, 2020 - 21:50:24
Django version 3.0.5, using settings 'EAD_project.settings'
Starting development server at http://127.0.0.1:8000/
Quit the server with CONTROL-C.

Follow the link generated to access the website.

Contributors

  1. Utkarsh Nigam-----BE18103080
  2. Hardik Grover------BE18103116

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WebApp based on Django Framework

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