How to Use and Setup
This section guides you through the process of setting up and using the Portfolio Visualiser.
Setup
- Install Dependencies:
pip install yfinance matplotlib numpy tkinter sv_ttk - Clone the Repository: (If you have a git repo, add the clone command here)
- Run the Application: (Add the command to run the python file here)
Usage
Managing Real Portfolio
- Add Stocks:
- Enter the stock ticker (e.g., AAPL, GOOGL).
- Input the investment amount in dollars.
- Click “Add Stock.”
- Remove/Reduce Stocks:
- Use the “Remove/Reduce Stock” function to adjust positions.
- View Portfolio:
- Observe the current portfolio value and allocation in the pie chart and data displays.
Creating Hypothetical Portfolios
- Add Stocks:
- Enter the stock ticker.
- Specify the desired percentage allocation.
- Click “Add to Hypothetical Portfolio.”
- Adjust Allocations:
- Modify percentages as needed to experiment with different strategies.
- 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.