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--- |
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title: 're-balancing-app-demo' |
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emoji: 🦄 |
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colorFrom: blue |
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colorTo: indigo |
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sdk: gradio |
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sdk_version: 4.36.1 |
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app_file: app.py |
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pinned: false |
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--- |
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# Portfolio Rebalancing Analysis |
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This project provides a tool for analyzing and rebalancing your investment portfolio. It calculates the current and target values of your portfolio and provides visualizations for better understanding. |
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## Features |
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- Parses user input to get stock information and cash amount. |
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- Fetches current stock prices and exchange rates. |
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- Calculates the rebalanced portfolio based on the target weights. |
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- Provides visualizations including pie charts and bar charts to show the current and target portfolio distributions. |
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- Separates output into two sections: one for charts and one for text details. |
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## Requirements |
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- Python 3.x |
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- Required Python packages: |
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- `gradio` |
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- `logging` |
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- `math` |
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- `FinanceDataReader` |
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- `requests` |
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- `ssl` |
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- `datetime` |
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- `matplotlib` |
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## Installation |
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1. Clone the repository: |
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```bash |
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git clone https://github.com/yourusername/portfolio-rebalancing-analysis.git |
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cd portfolio-rebalancing-analysis |
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``` |
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2. Install the required packages: |
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```bash |
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pip install gradio logging math FinanceDataReader requests ssl datetime matplotlib |
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``` |
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## Usage |
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1. Run the application: |
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```bash |
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python your_script_name.py |
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``` |
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2. Open the provided Gradio interface link in your browser. |
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3. Enter your portfolio data in the provided text box. The format should be: |
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``` |
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<currency> <stock_code> <quantity> <target_weight>, ... |
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``` |
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For example: |
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``` |
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usd schd 545 8, usd qqq 22 2 |
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``` |
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4. Enter the additional cash amount you want to invest. |
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5. Adjust the cash ratio slider to set your desired cash ratio. |
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6. Click the submit button to see the analysis. The output will show visualizations (pie chart and bar chart) and text details of your portfolio rebalancing information. |
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## Example |
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``` |
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usd schd 545 8, usd qqq 22 2 |
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Additional cash: 36974411 |
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Cash ratio: 33% |
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``` |
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The output will display the current and target portfolio distributions both in visual charts and detailed text information. |
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## License |
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This project is licensed under the MIT License. See the [LICENSE](LICENSE) file for details. |
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## Acknowledgments |
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- [FinanceDataReader](https://github.com/FinanceDataReader/FinanceDataReader) for stock data. |
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- [Gradio](https://gradio.app/) for the interactive web interface. |
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## Contribution |
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Feel free to fork this repository and contribute by submitting a pull request. Any contributions, issues, and feature requests are welcome. |
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## Contact |
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For any questions or feedback, please contact [[email protected]](mailto:[email protected]). |
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