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Python Assignment

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Python Assignment

Uploaded by

lifeishellin2022
Copyright
© © All Rights Reserved
Available Formats
Download as PDF, TXT or read online on Scribd
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Assignment: Stock Portfolio Tracker and Trade Analyzer

You are tasked with building a Stock Portfolio Tracker and Trade Analyzer. The program should simulate
portfolio management, analyze stock trading opportunities, and provide insights based on real-world data.

Part 1: Data Collection

1. Fetch Real-Time Data:


o Use a publicly available stock API (e.g., Alpha Vantage, Yahoo Finance, or Finnhub) to fetch
real-time stock prices for at least 10 stock symbols (e.g., AAPL, TSLA, AMZN, MSFT, etc.).
o Store the data locally in a file (e.g., CSV or SQLite database).
2. Historical Data:
o Download historical stock data for the past 3 months for the same symbols and store it
separately.

Part 2: Portfolio Tracker

1. Simulate a Portfolio:
o Create a sample portfolio where the user owns specific quantities of stocks (e.g., AAPL: 10
shares, TSLA: 5 shares).
o Calculate and display the current value of the portfolio using real-time data.
2. Performance Tracking:
o Compare the current portfolio value with its value at the start of the historical data period.
o Calculate the percentage gain/loss for each stock and the portfolio as a whole.

Part 3: Trade Analyzer

1. Trade Signal Generation:


o Implement a Moving Average Crossover Strategy:
 Calculate 5-day and 20-day moving averages for each stock.
 Generate a BUY signal if the 5-day moving average crosses above the 20-day moving
average.
 Generate a SELL signal if the 5-day moving average crosses below the 20-day moving
average.
o Output these signals along with the stock name and date.
2. Trade History Simulation:
o Simulate trades based on the generated signals:
 Assume an initial capital of $10,000.
 Buy or sell stocks according to the signals, using the closing price of the respective
days.
o Display the final capital and portfolio value at the end of the 3 months.

Part 4: Error Handling and Logging

1. Error Handling:
o Handle potential errors, such as:
 API rate limits.
 Missing data for certain dates.
 Negative portfolio balance (ensure simulation doesn’t allow overspending).
2. Logging:
o Log each trade, including the date, stock symbol, action (BUY/SELL), quantity, price, and
portfolio balance.

Bonus Tasks (Optional)

1. Data Visualization:
o Plot the stock prices over time for all symbols.
o Highlight buy and sell signals on the graph.
2. Custom Strategy:
o Allow the user to define custom thresholds for the moving average periods and test the
performance.

Deliverables

1. Python scripts implementing the above functionalities.


2. A README file with instructions on:
o How to run the program?
o Assumptions made.
o Libraries used.
3. Output files/logs (CSV or text files) showing:
o Portfolio performance.
o Trade history.
o Any errors logged.
Submission Instructions

 Please email the completed assignment (as a zip file) to [Your Email Address].
 Use the subject line: [Your Name] – Python Developer Assignment.
 Deadline: [Insert Date and Time].

Evaluation Criteria

1. Correctness: Does the program fetch and process data accurately?

_______________

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