Finance portfolio for manage all your finance assets: stock transactions, crypto transactions... and tax calculation

A collection of privacy focused open source personal finance management applications.

Automated Stock Portfolio Management App for improved analytics

A well-designed stock portfolio optimization project with standard data pipeline using MS Excel, MySQL, and Python with a well-diversified portfolio that minimizes systematic risk

CS 561 Software Engineering Methods - Stock Portfolio Management App Codebase

This project performs a Monte Carlo simulation to estimate the future value of a stock portfolio based on historical data. By calculating mean returns and the covariance matrix, it simulates potential portfolio performance over time, helping investors understand possible outcomes and risks. It includes risk assessment metrics and portfolio optimiz.

A web application built with React and .NET Core, utilizing Entity Framework to provide real-time financial data such as company profiles, income statements, balance sheets, and peer comparisons, powered by the Financial Modelling Prep API. Features a secure, user-authenticated portfolio management system using JWT.

TUSX is a CLI tool for managing TSX stock portfolios. Features include real-time tracking, financial charts, automated email alerts, and secure Redis-based storage. Ideal for investors and traders seeking detailed analysis and efficient portfolio management.

Stock portfolio tracker