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In this capstone project, we will perform portfolio analysis, visualization and optimization. Portfolio analysis is the process of selecting the optimal portfolio out of a set of available portfolios with the objective of maximizing returns and reducing risks.

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Gillessuperr/Capstone

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Financial analysis tools

Project steps:

  1. Visualize individual stock data, calculate percentage daily returns and analyze market trends;
  2. Select a group of companies in a portfolio and perform portfolio analysis and visualization;
  3. Run Monte Carlo simulations using random portfolio weights;
  4. Plot the risk vs. return for each simulation run;
  5. Select optimal portfolio weights that maximize returns and reduce risks.

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In this capstone project, we will perform portfolio analysis, visualization and optimization. Portfolio analysis is the process of selecting the optimal portfolio out of a set of available portfolios with the objective of maximizing returns and reducing risks.

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