🚧 Status: Actively Developing
Smart Portfolio Performance Analyzer is a modular Python-based analytics tool designed to compute portfolio returns, risk metrics, sector exposure, and benchmark-relative insights in a structured, client-ready format.
This project focuses on combining financial theory with clean software architecture. It is structured for scalability and future production-grade implementation.
Portfolio performance reporting is often fragmented across spreadsheets and ad-hoc scripts.
This project aims to build a clean analytics engine that:
- Computes annualized returns and volatility
- Measures Sharpe ratio and drawdowns
- Evaluates sector allocation
- Compares performance against benchmarks
- Generates structured performance reports
The system follows a layered design:
- Return calculations
- Risk metrics
- Drawdown analysis
- Attribution logic
- Market data ingestion
- Portfolio loader
- Sector mapping
- Chart generation
- PDF reporting
- Performance commentary
✔ Repository structure finalized
✔ Modular architecture defined
🔄 Core analytics modules under development
🔄 Reporting engine in progress
See docs/roadmap.md
- Python
- pandas
- numpy
- yfinance
- matplotlib
- fpdf
- streamlit (planned)
This project bridges financial analytics and system design, simulating portfolio reporting workflows used in buy-side and wealth management environments.