Stock Portfolio Suggestion Engine

App Deployment Url:

https://cmpe285teamblitzfinalproject.herokuapp.com/

Pre-req:

Make sure to install python3, set up Django environment with virtual env and install all the requirement dependencies listed in requirements.txt

Instructions to run:

git clone https://github.com/JackyC415/stock-portfolio-suggestion-engine-djangoapp.git && cd stock-portfolio-suggestion-engine-djangoapp && python3 manage.py runserver

Step by Step (MacOS):

1. git clone https://github.com/JackyC415/stock-portfolio-suggestion-engine-djangoapp.git (clone repository)
2. cd stock-portfolio-suggestion-engine-djangoapp (enter cloned directory)
3. python3 manage.py runserver (launch server locally)
4. open browser -> http://localhost:8000

Project Description:

Input

User will input dollar amount to invest in USD (Minimum is $5000 USD)

Pick one or two investment strategies:

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

The engine needs to assign stocks or ETFs for a selected investment strategy. E.g.

Index Investing strategy could map to the following ETFs:

• Vanguard Total Stock Market ETF (VTI)
• iShares Core MSCI Total Intl Stk (IXUS)
• iShares Core 10+ Year USD Bond (ILTB)

And

Ethical Investing strategy could map to these stocks:

• Apple (APPL)
• Adobe (ADBE)
• Nestle (NSRGY)

Each strategy map to at least 3 different stocks/ETFs.

Output:

The suggestion engine will output:

• Which stocks are selected based on inputed strategies.
• How the money are divided to buy the suggested stock.
• The current values (up to the sec via Internet) of the overall portfolio (including all the stocks / ETFs)
• A weekly trend of the portfolio value. In order words, keep 5 days history of the overall portfolio value.

Tech Stack:

Django, Python3, HTML5/CSS3/JS, Heroku, REST, Alphavantage Stock API