Investment Portfolio Analysis

Analyzes and visualizes risk, returns, votality, and Sharpe ratios among various algorithmic, hedge, and mutual fund portfolios then compares them against the S&P 500 Index. At the end, the performance of my custom portfolio is evaluated and compared against the other portfolios as well as the S&P 500.

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Technologies

Language: Python3, Pandas

Imports: pathlib, pandas, numpy, datetime, seaborn, and matplotlib libraries

External Resources: Google Finance, Google Sheets

Developed with JupyterLab

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Installation

JupyterLab - Install JupyterLab

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Examples

• Notebook reads in stock data via csv files located in Resources folder, cleans the data and visualizes financial analysis. Various examples include:
  1. Cumulative Return:
  2. Correlation:
  3. Standard Deviation:
  4. Sharpe Ratio:

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Contributors

Drew Disbrow Marnell: [email protected]

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License

MIT License Copyright (c) 2021 Drew Disbrow Marnell