Python project for an Investment Advisor that provides financial advice to clients. The project uses financial data to analyze the performance of BSE stocks and find out the best stocks according to the given criterion. The amount for the investemnt is calculated from income/expence chart of the client and suggest the stocks best for the client to put his fortune into..
| Files/Folder | Description |
|---|---|
| Investment Advisor IPYNB | This file contains the ipynb code for the project. |
| Project PPT Files | This file provides the powerpoint presentation which contains all the major insights and conclusions. |
| BSE500 | The updated excel file which contains the date. |
o Calculated the amount avaliable for investment by the data given by the client which included the daily expenses in
different ways.
o Analysed the BSE stock of India,taking consideration different other KPI and got diversfied results in each of those.
o Analysed 18 different sectors in the BSE data and coccluded the insurance sector as the profitable when taking
the enterprice value as the criterion.
o Differentiated high,medium,low risk taking companies and listed out 5 companies in each group.
o Visualized the different sectors to per capita income.
o Choose the Key Performance Indicator as Price to Earnings and founded out that the Adani groups are in
the top of the market.
o G-Spread
o Pandas
o Numpy
o Python
o Matplotlib
o Seaborn
o Google Spreadsheet
1. Connect the Google Sheets by completing the authenticaation by enabling the API access.
2. Import all the sheets from the Google sheets into seperate dataframe in python.
3. Examine and study the given data.
4. Create the necessary columns as per the requirments.
5. Perform the calculation and plot the necessary graphs.
6. Understand and Analyse the data using the visualization techniques.
7. Draw the insights from the graphs and data .
8. Suggest the outputs from the data to the client
9. Created a powerpoint presentation with all the insights and conclusions listed with the indepth analysis.
--This Graph shows the Enterprice value of different market sector.Which shows that insurance sector are having high enterprice value out of 18 different sectors
--Taking the Key Performance Indicator and decided price to Earning as the KPI and the Adani groups are leading out of all the other companies.
Referencing spreadsheet into our python code to make the data accessible.
API linking and google permissions & authentication.
Datatype conversion in few columns.
Visualizing data using matplotlib.
Analyzed the data of BSE stock and plotted different graphs which shows various insights about the data and it would be very helpfull for a person who invest into those comapnies which gives maximum return.
Observed Price to Earning as the Key Performance Indicator and concluded that Adani group are leading in the market and if invested in those companies the client would most probably get high returns.
In ideal condition the income should be more then the expence as that allows the client to invest his money and get better returns.