This repository contains a Streamlit-based web application designed to help track investments and visualize key statistics comparing expected vs. actual portfolio performance.
Whether you're a personal investor or just curious about your portfolio evolution, this tool provides insights into how your investments are performing against your expectations.
Log and monitor the performance of your investments over time.
Compare your projected performance with the real data using clear visualizations.
A fast, interactive, and lightweight web interface using Streamlit.
portfolio-performance/
├── app/ # Streamlit application scripts
│ └── main.py # Main app entry point
│ └── orchestrator.py # Main Calculation entry point
│ └── assets_handler.py # Input data Processing and helper functions
│ └── processor.py # Data Processor
│ └── visualiser.py # Data Visualiser
├── data/ # Portfolio data (input/output)
│ ├── Assets.xslx
│ └── inflation-rate-hicp.csv
├── requirements.txt # Python dependencies
├── .gitignore
└── README.md # Project overview
🧪 How to Run
- Clone the repository
git clone https://github.com/ErikPillon/portfolio-performance
cd portfolio-performance
- Install dependencies
pip install -r requirements.txt
- Launch the app
streamlit run app/main.py
Include tracking and statistics for fixed-income assets.
Inspired by CNN's (Fear & Greed Index)[https://edition.cnn.com/markets/fear-and-greed], integrate a sentiment-based indicator for smarter investment decisions.
More interactive charts, dashboards, and possibly benchmarking tools.
Add triggers or flags for underperformance or deviation from expected returns.
Pull requests and suggestions are welcome! If you’d like to help expand the dashboard, please fork the repo and submit a PR.
This project is licensed under the MIT License.