Portfolio Management

In the process of migrating from spreadsheets to Python for managing investment portfolios, I discovered plotly as an easy tool for generating interactive plots with rich information. The plots I created for my personal portfolio manager are recreated in the following Jupyter notebooks with mock data.

Warning

The stock positions provided in the following notebooks are purely for demonstrative purposes and are by no means investment advices.

Table of Content

Initiated

Title

01.2021

Visualize Net Worth

01.2021

Visualize Portfolio Performance