How to Use and Setup

This section guides you through the process of setting up and using the Portfolio Visualiser.

Setup

  1. Install Dependencies:
    pip install yfinance matplotlib numpy tkinter sv_ttk
  2. Clone the Repository: (If you have a git repo, add the clone command here)
  3. Run the Application: (Add the command to run the python file here)

Usage

Managing Real Portfolio

  1. Add Stocks:
    • Enter the stock ticker (e.g., AAPL, GOOGL).
    • Input the investment amount in dollars.
    • Click “Add Stock.”
  2. Remove/Reduce Stocks:
    • Use the “Remove/Reduce Stock” function to adjust positions.
  3. View Portfolio:
    • Observe the current portfolio value and allocation in the pie chart and data displays.

Creating Hypothetical Portfolios

  1. Add Stocks:
    • Enter the stock ticker.
    • Specify the desired percentage allocation.
    • Click “Add to Hypothetical Portfolio.”
  2. Adjust Allocations:
    • Modify percentages as needed to experiment with different strategies.
  3. Compare Portfolios:
    • Analyze and compare different hypothetical portfolio compositions.

Interface Controls

  • Theme Switch: Toggle between dark and light mode.
  • Visualization Buttons: Generate and update portfolio visualizations.
  • Input Fields: Use input fields for stock management and allocation adjustments.