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StockPortfolioBuilder

Always wanted to build my own trading system from scratch. Quarantine gave me a perfect opportunity to do so. The ultimate goal is to connect to an IBKR broker account with API for live trading :)

Implemented Features

  • Close price quote update (manual feed)
  • Backtesting: daily, per 20-day, monthly, bi-monthly
  • Evaluation:
    • display return, Sharpe ratio, and standard deviation
    • plot portfolio value over time

Future Features

  • Short sells
  • Web scrape close price quote (automatic feed)
  • Add asset
  • More strategy related
  • Front-end UI
  • API connectivity
  • Launch on a server

Packages Used

  • cvxpy
  • numpy
  • pandas
  • matplotlib
  • re
  • json
  • os
  • functools
  • copy

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Builds stock portfolio from scratch :)

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