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Portfolio Analysis Tool

Abstract

This is a repository of the Portfolio Analysis Tool, which is designed to help people analyze stock performance. The app retrieves stock data from Yahoo!Finance API.

App

https://portfolio-analysis-tool.streamlit.app/

How to use

スクリーンショット 2024-09-08 002218

  1. Select the date range, add ticker symbols
  2. Hit visualize button

Plots

スクリーンショット 2024-09-08 002235 This plot visualizes the price (price + dividend if the option is enabled) change from the first day of the given range.

スクリーンショット 2024-09-08 002252 Yearly return and risk by day

スクリーンショット 2024-09-08 002259 Correlation between given tickers

スクリーンショット 2024-09-08 002316 Efficient frontier plot with Sharpe Ratio by given tickers

Tech stack

Python, Streamlit

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Virualizing efficient frontier for portfolio analysis

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