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Mutual Funds Analysis

Release V0.2.0

Index

Purpose of the Project

The purpose of the project is to analyze one's Mutual Funds Portfolio. The project involves creating various graphs and summary table to give insights on one's investments so as to take informed decisions on investment and disinvestment. The graphs and summary table are preliminary and investor should take consider various other factors before taking any decisions.

Note: This is not completely automated script. The investment details needs to be stored manually in a JSON file.

Disclaimer

I am in no way an expert on investments. Mutual Fund investments are subject to market risks. This project helps me track my portfolio. Do not use this as a starting point for your investments. Read various terms related to investment and talk to some knowledgeable person before starting investment. This project can be used to view good visualizations and study the trends.

Features

The project at present contains following features.

  1. Point of investment graph
  2. Current Value vs Invested Value Graph
  3. Summary Table

Point of Investment Graph

Point of Investment Graph Screenshot

Current Value vs Invested Value Graph

Current Value vs Invested Amount Screenshot

Summary Table

Summary Screenshot

Getting Started

The project can be run either in your local environment or on Google Colab. The later one gives you ability to access your files from anywhere and require minimal setup. Refer Getting Started.md file in docs for the same.

Get in Touch

Feel free to contact me at rishabhrkaushik@gmail.com with subject starting with Github MF Analyzer Query |

Author

Rishabh Kaushik https://rishabhrkaushik.github.io

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Mutual Fund analysis and visualization

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