renan-siqueira / python-investment-simulation-tool Goto Github PK
View Code? Open in Web Editor NEWA python tool to simulate investments from an asset portfolio in a time window
License: MIT License
A python tool to simulate investments from an asset portfolio in a time window
License: MIT License
Need for a solution to handle portfolio calculations and interactions.
The proposed portfolio refers to the recommended investment allocation for a client’s portfolio. It is a portfolio composition suggested by financial advisors based on the client’s profile and investment goals. The proposed portfolio takes into account various factors such as risk tolerance, investment horizon, and financial objectives.
the client’s portfolio is composed of different financial products, such as funds (also known as FIC, Collective Investment Funds) and titles (e.g., stocks). Each product generates a balance for the client, representing the value of their investments. The client’s portfolio is the aggregation of these balances.
The model portfolio, on the other hand, is the recommended allocation of investments at the asset level. Instead of specifying individual funds or titles, the model portfolio suggests the percentage allocation for different asset types. For example, it may recommend allocating 50% to variable income products, 30% to fixed income products, and 20% to alternative investments.
The proposed portfolio is derived from the model portfolio but allows for customization and adjustments based on the client’s preferences. The client can make changes to the proposed portfolio by modifying the allocation percentages or adding/removing specific funds or titles. These changes reflect the client’s investment decisions and preferences.
the proposed portfolio requires a user-friendly interface where financial advisors can interact with the data. The interface should allow them to edit values, add or delete funds/titles, and recalculate the portfolio composition and performance in real-time. The proposed portfolio should be dynamic and responsive to changes made by the advisor.
Overall, the proposed portfolio is a customizable investment allocation recommended by financial advisors based on the model portfolio. It allows for adjustments and modifications to suit the client’s preferences and investment decisions. The goal is to provide a user-friendly interface that enables financial advisors to interact with the portfolio data, make changes, and recalculate the portfolio composition and performance in real-time.
A declarative, efficient, and flexible JavaScript library for building user interfaces.
🖖 Vue.js is a progressive, incrementally-adoptable JavaScript framework for building UI on the web.
TypeScript is a superset of JavaScript that compiles to clean JavaScript output.
An Open Source Machine Learning Framework for Everyone
The Web framework for perfectionists with deadlines.
A PHP framework for web artisans
Bring data to life with SVG, Canvas and HTML. 📊📈🎉
JavaScript (JS) is a lightweight interpreted programming language with first-class functions.
Some thing interesting about web. New door for the world.
A server is a program made to process requests and deliver data to clients.
Machine learning is a way of modeling and interpreting data that allows a piece of software to respond intelligently.
Some thing interesting about visualization, use data art
Some thing interesting about game, make everyone happy.
We are working to build community through open source technology. NB: members must have two-factor auth.
Open source projects and samples from Microsoft.
Google ❤️ Open Source for everyone.
Alibaba Open Source for everyone
Data-Driven Documents codes.
China tencent open source team.