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Stock Portfolio Analysis

This is a basic stock portfolio Analysis tool. The three CSV input files (StockTradeAnalysis.csv, EquityDividends.csv & StockPortfolio.csv) simulates a stock portfolio. These CSVs are inturn derived from a trading account. From these input files this tool analyses the below parameters and plot them for easy visualisation.

  • The Total no of sell calls executed
  • The Historical Dividend received
  • The Stock Portfolio
  • The Historical Profit loss heat map
!pip install pandas --upgrade
import pandas as pd
Requirement already satisfied: pandas in /opt/conda/lib/python3.9/site-packages (1.3.3) Collecting pandas Downloading pandas-1.4.4-cp39-cp39-manylinux_2_17_x86_64.manylinux2014_x86_64.whl (11.7 MB) |████████████████████████████████| 11.7 MB 7.0 MB/s eta 0:00:01 Requirement already satisfied: numpy>=1.18.5 in /opt/conda/lib/python3.9/site-packages (from pandas) (1.20.3) Requirement already satisfied: python-dateutil>=2.8.1 in /opt/conda/lib/python3.9/site-packages (from pandas) (2.8.2) Requirement already satisfied: pytz>=2020.1 in /opt/conda/lib/python3.9/site-packages (from pandas) (2021.1) Requirement already satisfied: six>=1.5 in /opt/conda/lib/python3.9/site-packages (from python-dateutil>=2.8.1->pandas) (1.16.0) Installing collected packages: pandas Attempting uninstall: pandas Found existing installation: pandas 1.3.3 Uninstalling pandas-1.3.3: Successfully uninstalled pandas-1.3.3 Successfully installed pandas-1.4.4
# Change this
data_dir = './work'
StockTrade_df = pd.read_csv('./work/StockTradeAnalysis.csv')
EquityDividend_df = pd.read_csv('./work/EquityDividends.csv')
StockPortfolio_df = pd.read_csv('./work/StockPortfolio.csv')
import os
#os.getcwd()
os.listdir('./work')
['EquityDividends.csv', 'StockTradeAnalysis.csv', 'StockPortfolio.csv']

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