Moneyer: Stock Portfolio Management & Analytics Engine 💰📈

A professional Python-based financial tool designed to manage stock market trades, calculate real-time portfolio performance, and analyze historical profit/loss data using the Yahoo Finance API.

🌟 Overview

Moneyer transforms raw transaction data into a live financial dashboard. It handles complex financial scenarios like weighted average costs, market holidays, and historical performance tracking, providing a clear view of your investment's health.

🚀 Core Features

• Real-Time Data Integration: Fetches live market data (Open, High, Low, Close, Volume) using the yfinance library.
• Smart Market Calendar: Utilizes pandas_market_calendars to validate trade dates against the NASDAQ schedule, automatically adjusting for weekends and holidays.
• Advanced Financial Logic:
  • Weighted Average Cost (WAC): Automatically recalculates the average price per share across multiple buy-ins.
  • Time-Bound Profit Analysis: A custom algorithm that calculates realized and unrealized gains over specific timeframes (ROI).
• Professional Reporting: Generates clean, color-coded summary tables in the terminal using tabulate and colorama.

📁 Project Structure

• user.py: The main interface. Contains the Account class, handles user interactions, and manages the portfolio state.
• calculate_func.py: The analytical core. Contains mathematical functions, date sanitization, and API wrappers.
• front_end.py: A CLI-based menu system for a seamless user experience.

🛠 Installation

Prerequisites

• Python 3.x
• Internet connection (for real-time API calls)

Setup

1. Clone the repository:

   git clone [https://github.com/OferShulami/Moneyer.git](https://github.com/OferShulami/Moneyer.git)