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# TUSX: TSX Portfolio Management System | ||
**Author:** Divjot Singh | ||
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## Problem Statement: | ||
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Efficient portfolio management is crucial for investors, particularly those who are new to the market. The lack of a fast, streamlined platform for tracking and managing investments can hinder growth and decision-making. TUSX aims to provide a truly fast and efficient mini portfolio management system tailored for the Toronto Stock Exchange (TSX), empowering investors, especially those who are blooming, with the tools they need to succeed. | ||
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TUSX enhances portfolio management by offering real-time tracking, detailed financial charts, automated email alerts, and secure storage using Redis. This comprehensive solution promotes an organized workflow, fostering productivity and informed decision-making. | ||
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## Pre-Requisites: | ||
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- Python 3.x | ||
- Redis Server | ||
- Email account for sending notifications (e.g., Gmail) | ||
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## Structure: | ||
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The project comprises a single Python file (`main.py`) and a `requirements.txt` file. | ||
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- **Main File (`main.py`):** | ||
This file encapsulates all functionalities, including adding, updating, deleting, and viewing stocks, fetching stock details, monitoring the portfolio for threshold breaches, and sending email notifications. | ||
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- **Configuration File (`requirements.txt`):** | ||
This file enumerates all the dependencies required to run the project, ensuring that users can set up the necessary environment without compatibility issues. | ||
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## Features: | ||
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- **Add Stock:** Add new stocks to the portfolio with purchase details and loss thresholds. | ||
- **Update Stock:** Modify existing stock details in the portfolio. | ||
- **Delete Stock:** Remove stocks from the portfolio. | ||
- **View Stock Details:** Access detailed information for a specific stock, including a candlestick chart. | ||
- **List Stocks:** Display all stocks in the portfolio with their current status. | ||
- **Portfolio Summary:** Provide a comprehensive summary of the portfolio. | ||
- **Search and View Stock:** Search for a stock and view its current details. | ||
- **Automated Alerts:** Monitor the portfolio and send email notifications if the stock price drops below the threshold. | ||
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## Configuration Variables: | ||
These variables need to be configured before running the program: | ||
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- **Email Configuration:** | ||
- `from_email`: Sender's email address. | ||
- `from_password`: Sender's email password. | ||
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- **Redis Configuration:** | ||
- `r`: Redis connection details (host, port, db). | ||
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## Dependencies: | ||
Please check requirements.txt file. This program is to be run in a virtual environment with requirements.txt dependencies installed. |