Stock-Backtesting
Stock back tester is a mathematical analysis tool that enables users to test sample portfolios’ performance against historical market returns. This tool visualizes investment returns and tracks portfolio metrics against benchmark stocks using real-time data from Yahoo Finance. Allows for analysis using portfolios based on percentage and dollar amounts.
Key Features
- Portfolio Analysis
- Portfolio construction with multi-stock comparison
- Both percentage-based and fixed-dollar allocations
- Historical performance comparison against benchmark stocks
- Logarithmic and linear scale visualization options
- Real-time data fetching via
yfinanceAPI
- Visualization
- Dynamic graph resizing
- Dark/Light theme toggle
- Interactive performance charts
- Customizable date ranges
- Data Management
- Save and load portfolio configurations
- Export functionality for analysis results
- Detailed performance metrics including:
- Total portfolio return
- Annualized returns
- Baseline return
- Baseline annualized return
- User Interface
- Clean, modern interface using
ttkstyling - Real-time graph updates
- Error handling and user feedback
- Responsive design that adapts to window resizing
- Intuitive date selection using a calendar
- Clean, modern interface using
Dependencies
tkinterpandasyfinancesv_ttkdatetimetkcalendarmatplotlib
Sections
Authors
Dev Shroff & Krishnika Anandan