ProfitOlio - Portfolio Management System
ProfitOlio is a comprehensive finance application built using Streamlit, designed to offer robust tools for portfolio management. It features a sophisticated financial chatbot (FinBot), future price prediction capabilities, and various visualizations to assist users in managing their investments effectively. It also includes a viewer for detailed financial statements.
Table of Contents
- Portfolio Management System
- Charts
- Indian Market Overview
- FinBot
- P&L to Date
- Stock Metrics
- Price Predictor
- Financial Statement Viewer
- Widgets
- Installation and Usage
- Demo
Portfolio Management System
This module enables users to manage their stock portfolio comprehensively. Users can track investments, calculate profits or losses, and visualize how their investments are distributed.
Features
-
Add stocks to the portfolio, including US stocks and cryptocurrencies.
-
Monitor the current value, total amount invested, and profit or loss on investments.
-
Sell stocks either partially or completely.
-
Convert investments from USD to INR for accurate tracking.
-
Employ pie charts for a visual breakdown of portfolio distribution.
Features
Charts
Offer detailed visual representations of stock trends and profitability within the user’s portfolio.
Features
- Track and visualize historical stock prices over various periods (30 days, 3 months, 1 year, or 5 years).
- Display annual (Year-over-Year) or quarterly (Quarter-over-Quarter) gross profit of the stocks.
Indian Market Overview
This module provides a daily overview of major Indian stock indices, including Nifty50 and Sensex. It Forms a 5-min live candlestick chart for the Indian indices, displaying the day's high, low, open, and current levels.
Features
- Give a daily overview of major Indian Stock Indices; Nifty50 and Sensex.
- Forms a 5-min live candlestick for the Indian Indices and show their Day's High, Low and Open as well as current levels.
FinBot
FinBot is a finance chatbot powered by OpenAI GPT, providing insights into stock market analysis, company financials, and personalized investment strategies.
Features
- Interact with the bot to get analyses of stock market trends.
- Obtain detailed technical and fundamental analysis.
P&L to Date
Utilizes Yahoo Finance and Plotly to visualize the profit/loss of a company based on the amount invested over the last 10 years.
Features
- Check the profit or loss of a company for any amount invested up to the last 10 years.
Stock Metrics
Give certain important metrics like Beta, CAGR Var of stocks.
Features
- Calculates different stock metrics like Beta, CAGR, VaR etc and then show charts as well as provide information on them.
Price Predictor
The Price Predictor uses Prophet to forecast future stock prices based on historical data.
Features
- Predict stock prices for up to 5 years.
- Visualize historical and forecasted stock prices.
- Customize the date input for the current day.
- Select from multiple stock options.
Financial Statement Viewer
This viewer provides annual or quarterly financial statements of stocks in a user-friendly format.
Features
- View and download balance sheets, income statements, and cash flow statements.
- Obtain detailed graphs for gross profit QoQ and YoY, as well as a chart showing all financial metrics with an option to choose one.
- Data in crores of Indian Rupees (INR) or US Dollars (USD).
- Supports both Indian and US stock symbols.
Widgets
Provides widgets for Indian Stocks, including:
- Technicals
- Checklist
- QVT Score
- SWOT Analysis
Features
- Generate widgets of Indian stocks based on input, assisted by Trendlyne.
Installation and Usage
-
Clone the repository:
git clone https://github.com/harshsinha-12/ProfitOlio.git cd ProfitOlio -
Install the required dependencies:
pip install -r requirements.txt
-
Run the application:
streamlit run main.py
Demo
- View the live app: ProfitOlio
- Watch the YouTube Demo: YouTube
