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Portfolio Wizard

Portfolio Wizard is a feature-rich application built using Streamlit to assist investors in managing and optimizing their stock portfolios. The application integrates real-time market data, financial modeling, and advanced visualizations to deliver actionable insights. This project is ideal for individual investors seeking to maximize their portfolio returns while minimizing risks. .

Features

Portfolio Summary

  • Displays a detailed breakdown of portfolio performance metrics, including:

    • Total investment

    • Current portfolio value

    • Profit/Loss

    • ROI (Return on Investment)

  • Visualization:

    • Portfolio performance compared against major market indices (e.g., NIFTY 50).

    • Interactive charts for enhanced insights.

Investment Advice

  • Recommendations:

    • Buy/Hold/Sell advice tailored to individual stocks in your portfolio.

  • Diversification Suggestions:

    • Highlights top-performing sectors for rebalancing.

  • Dynamic Updates:

    • Uses real-time market data to ensure accurate suggestions.

Technical Analysis

  • Provides insights using industry-standard indicators:

    • RSI (Relative Strength Index)

    • Bollinger Bands

    • MACD (Moving Average Convergence Divergence)

    • Exponential Moving Averages (EMA)

  • Includes stock price predictions for up to 30 days using Prophet modeling.

  • Interactive candlestick charts with technical overlays.

Risk Management

  • Metrics:

    • Value at Risk (VaR)

    • Conditional Value at Risk (CVaR)

    • Portfolio Beta

    • Annualized Volatility

  • Stress Testing:

    • Simulates market downturn scenarios.

  • Correlation Matrix:

    • Analyzes interdependencies between assets.

Tax Impact Analysis

  • Estimates tax liabilities for:

    • Short-Term Capital Gains (STCG)

    • Long-Term Capital Gains (LTCG)

    • Dividend income

  • Provides tax optimization strategies.

News Sentiment Analysis

  • Sentiment Tracking:

    • Analyzes Google News articles to gauge market sentiment for stocks.

  • Visualization:

    • Sentiment trends over time with dynamic charts.

  • Market Updates:

    • Displays curated financial news.

Monte Carlo Simulation

  • Simulates possible price paths for portfolio stocks.

  • Visualizes future price confidence intervals.

Trending Stocks and Sectors

  • Highlights market movers (e.g., top gainers, losers).

  • Analyzes sector performance to guide diversification strategies.


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