Stock Portfolio Suggestion Engine

📈 Overview

The Stock Portfolio Suggestion Engine is a Python-based application designed to help users allocate their investment funds effectively based on selected strategies. Users can input a dollar amount (minimum $5000 USD), choose investment strategies, and receive recommendations for stocks or ETFs. The engine tracks the performance of the portfolio and provides insights like current value and weekly trends.

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🚀 Features

1. Investment Strategies:

   • Ethical Investing
   • Growth Investing
   • Index Investing
   • Quality Investing
   • Value Investing

2. Portfolio Suggestions:

   • Assigns stocks or ETFs based on selected strategies.
   • At least 3 stocks/ETFs mapped per strategy.

3. Dynamic Portfolio Updates:

   • Real-time updates on the portfolio's value using live stock data via APIs.

4. Trend Analysis:

   • Tracks the weekly trend (last 5 days) of portfolio value.

5. Interactive Interface:

   • User-friendly UI for inputting details and visualizing results.

6. Additional Features:

   • Custom strategy combinations.
   • Visual charts for portfolio composition and trends.

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🛠️ Technologies Used

• Python: Core language for the engine.
• APIs: Fetch live stock data (e.g., Yahoo Finance API, Alpha Vantage).
• Libraries:
  • Requests: For fetching live data.
  • FastAPI: for sending the api requests and process frontend requests.

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📋 How It Works

1. Input:

   • User inputs the dollar amount to invest (min. $5000 USD).
   • User selects one or two investment strategies.

2. Portfolio Assignment:

   • Based on selected strategies, the engine suggests stocks/ETFs.
   • Allocates the investment amount proportionally across the suggestions.

3. Live Updates:

   • Retrieves current stock prices via an API.
   • Calculates the total portfolio value in real-time.

4. Weekly Trends:

   • Tracks portfolio value for the past 5 days and displays a line chart.

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📄 Output

• Stock/ETF Suggestions: List of assigned stocks/ETFs based on strategies.
• Allocation Breakdown: How the inputted amount is distributed among suggestions.
• Real-Time Portfolio Value: Total portfolio worth updated with live data.
• Weekly Trend Chart: Visualization of portfolio performance over the last 5 days.

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🖥️ Setup Instructions

Prerequisites

• Python 3.9+
• Node.js 16+ and npm
• Polygon.io API Key
• Git

Backend Setup (FastAPI)

1. Clone the Repository

   git clone https://github.com/yourusername/stock-portfolio-suggestion-engine.git
   cd stock-portfolio-suggestion-engine/backend

2. Create Virtual Environment

   python -m venv venv
   source venv/bin/activate  # On Windows use `venv\Scripts\activate`

3. Install Python Dependencies

   pip install fastapi uvicorn python-dotenv

4. Configure Environment Variables Create a .env file in the backend directory in the Backend/app/ directory:

   POLYGON_API_KEY=your_polygon_api_key_here
   

5. Run the FastAPI Server

   uvicorn main:app --reload

Frontend Setup (React)

1. Navigate to Frontend Directory

   cd ../frontend

2. Install Node Dependencies

   npm install

3. Install Additional Packages

   npm install axios recharts react-router-dom @mui/material @emotion/react

4. Run the React Development Server

   npm start

Recommended Development Tools

• Backend: VSCode with Python extension
• Frontend: VSCode with ES7+ React extension
• Postman for API testing
• Docker Desktop for containerization