sabriaouani.com

Star Index Funds Performance Tracker Star

Year

2023

Services

Web scraping and reporting

Project

Dynamic

Description

The Index Funds Performance Tracker is a sophisticated tool designed for investors who are keen on making informed decisions backed by data. Developed in April 2023, this project employs Python, particularly the pandas library, to amalgamate data from 10 distinct index funds into a single, comprehensive CSV file. The data, rich and varied, is then processed to calculate key metrics, offering insights into the performance and trends associated with each fund. It’s a blend of technology and finance, aiming to simplify the complex world of index funds for both novice and seasoned investors.

The core of the project lies in its ability to transform raw data into actionable insights. Utilizing pandas, a powerful data manipulation library, the project calculates essential metrics like price change, moving averages, and percent change. Each metric is meticulously computed, offering a granular view of the funds’ performance over time. It’s not just about numbers but about painting a vivid picture of the market trends, fluctuations, and potential investment opportunities.

The final masterpiece of this project is visualized in an interactive Tableau dashboard. Every calculated metric, every trend, and every piece of data is represented visually, offering users an intuitive interface to explore and analyze the index funds. Users can filter data based on specific stock symbols or date ranges, diving deep into detailed views that cater to their unique investment interests. It’s more than a dashboard; it’s a dynamic tool that adapts to the users’ needs, making the exploration of index funds an insightful and personalized experience.

Jupiter notebook

Code