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The document outlines a Portfolio Management System developed by a team of four members under the supervision of Er. Rama Bastola. It includes sections on the introduction to portfolio management, motivation for the project, objectives, scope, applications, methodology, expected outputs, task division, and a timeline. The system aims to assist stock investors in managing their portfolios by providing analysis and suggestions based on fundamental and technical metrics.

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6 views16 pages

Slides

The document outlines a Portfolio Management System developed by a team of four members under the supervision of Er. Rama Bastola. It includes sections on the introduction to portfolio management, motivation for the project, objectives, scope, applications, methodology, expected outputs, task division, and a timeline. The system aims to assist stock investors in managing their portfolios by providing analysis and suggestions based on fundamental and technical metrics.

Uploaded by

snoihik2004
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PPTX, PDF, TXT or read online on Scribd
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Portfolio Management

System
Team members:
Madhu Sudan Ojha (THA075BEI019)
Rewan Gautam (THA075BEI032)
Shovit Nepal (THA075BEI040)
Suman Karki (THA075BEI042)

Supervisor:
Er. Rama Bastola
Department of Electronics and Computer Engineering
Institute of Engineering, Thapathali Campus
July 16, 2021
1
Presentation outline
• Introduction
• Motivation
• Objectives
• Scope and De-limitations
• Applications
• Methodology
• ER Diagram
• Expected Outputs and Reports
• Task division
• Timeline 2
Introduction
• Share Market is the aggregation of buyers
and sellers of stocks
• A portfolio is a collection of financial
investments like stocks
• Portfolio management is the art and science
of selecting and overseeing a group of stocks
• Fundamental and technical analysis to select
stocks
3
Motivation
• Increment of investors in share market
• Messy circumstances to managing huge
bundles of shares
• No time to analyze fundamental, technical
details and see news related to current
holdings

4
Objectives
• To create a portfolio for each user
• To add transaction and update the portfolio
accordingly
• To display fundamental and technical report
consisting of metrics like EPS, P/E Ratio, ROE,
Volume, RSI, etc.
• To suggest the user to buy or sell according to
the fundamental and technical report
• To display net profit and loss for user
5
Scope and De-limitations
• Investment alternatives • Forecasting not accurate
and analysis • Risky and no protection
• Risk Analysis • Confusion for new
• Fundamental analysis investors
• Technical analysis • No charts for technical
• Portfolio Evaluation signals

6
Applications
• For anyone who is a stock investor
• Can explore share values
• Check if fundamentally strong
• Know if it’s buying or selling signal easily

7
Methodology

Figure: Block diagram for System design

8
ER Diagram
Ten entities
• Fundamental Report • Company price
• Technical Signals • Company profile
• Dividend History • Watchlist
• News • Holdings
• Transaction • User

9
ER Diagram cont..

10
Expected Output and
Reports
Create portfolio
• Enter your details
• Add stock details
Display portfolio
• Here is your portfolio.
• Click to see news, fundamental and
technical details for your holdings.
11
Expected Output and
Reports cont..
Portfolio analysis
• The EPS of these companies are below 15.
• MACD crossover bullish signal for these
companies.
• P/E ratio for these companies is higher than
50.
• Suggest is not to buy.
• Your stock is fundamentally weak
12
Task Division
• Database system lead – Rewan Gautam
• Front end lead – Shovit Nepal
• Reporting lead – Suman Karki
• Share market domain exploration lead –
Madhu Sudan Ojha

13
Timeline

Figure: Gantt Chart 14


References
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<https://www.tutorialspoint.com/sql/index.htm> [Accessed 10 July 2021].
• Python.org. 2020. Welcome to Python.Org. [online] Available at:
<https://www.python.org/> [Accessed 11 July 2021].
• "MySQL - Wikipedia", En.wikipedia.org, 2021. [Online]. Available:
https://en.wikipedia.org/wiki/MySQL. [Accessed: 12- Jul- 2021]
• "HTML - Wikipedia", En.wikipedia.org, 2021. [Online]. Available:
https://en.wikipedia.org/wiki/HTML. [Accessed: 12- Jul- 2021]
• "CSS - Wikipedia", En.wikipedia.org, 2021. [Online]. Available:
https://en.wikipedia.org/wiki/CSS. [Accessed: 12- Jul- 2021]
• "Flask (web framework) - Wikipedia", En.wikipedia.org, 2021. [Online].
Available: https://en.wikipedia.org/wiki/ Flask_(web_framework). [Accessed:
13- Jul- 2021]
• "Bootstrap 3 Tutorial", W3schools.com, 2021. [Online]. Available:
15
https://www.w3schools.com/bootstrap/. [Accessed: 14- Jul- 2021]
Thank you!

16

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