Luke, Tim, and Case Financial Enterprises

Luke, Tim, and Case

An application to input potential crypto/stock investments and see historical data and projections of future the performance of your selected investments and weights.

• Inputs/outputs
• Data sources to use
• Web interface/input options

• Coinbase API
• Alpaca API
• Covalent HQ

• Create python analysis function
  • Takes a dictionary of tickers and weights
  • Runs analysis
  • Returns min/max monte carlo
  • Use PyScript to display visualizations

To run the python algorithms directly you can use the CovalentapiV2.ipynb file for Crypto, and MonteCarloStocks/PythonClassMonteCarlo.ipynb file for Stocks

For running the web-based interface, you must navigate to /portfolio-optimizer and follow the README at that directory.