Smart Investment Tracker

A personal finance tool that helps you make smarter, rule-based investments into ETFs or stocks — built with Python and Streamlit.

This tracker:

• Recommends how much to invest based on short-term price deviation.
• Simulates and logs daily investments using a fixed monthly budget.
• Displays a live dashboard of your current portfolio value.
• Supports tracking multiple stocks.
• Lets you log past stock purchases manually (no fractional shares).
• Supports multiple investing strategies
• Supports multiple investing frequencies

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Features

Automated Recommendations

• Calculates recommended daily investment based on deviation from 7-day moving average.
• Ensures purchases follow minimum trade limits and only full shares are bought.

Real-Time Dashboard

• Live price, moving average, and daily deviation metrics.
• Chart of recent price history with daily recommendation.
• Portfolio history and daily value tracking.

Portfolio Tracker

• Tracks total shares, cost basis, current value per stock.
• Graphs total portfolio value and individual tickers over time.

Manual Entry Support

• Add past transactions (price, date, ticker, # of shares).
• All transactions are integrated with performance charts and totals.

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Setup

1. Clone the repository

git clone https://github.com/Jonny7171/StockTracker.git
cd StockTracker

2. Install Dependencies

pip install streamlit yfinance pandas altair

2. Run the App

streamlit run app.py

Notes

• Portfolio data is saved locally to data/portfolio.csv.
• Prices are pulled via the yfinance API.
• Supports only full share purchases, no fractional trades.
• Time series tracking is based on purchase history and historical close prices.