Upstox Portfolio Dashboard

An interactive dashboard application for visualizing and analyzing Upstox portfolio performance. This app offers integrated goal-setting and tracking features to help users manage and monitor their investment progress.

Live Demo

Features

• Portfolio Visualization: Provides clear insights into portfolio performance.
• Goal Setting & Tracking: Helps set financial goals and track investment growth.
• Real-Time Data Analysis: Uses the Upstox API for fetching live data.
• User-Friendly Interface: Built with Streamlit for easy interaction and data display.

Tech Stack

• Frontend: Streamlit
• Data Processing: Pandas
• API Integration: Upstox API

Installation

To run this project locally, follow these steps:

1. Clone the repository:

   git clone https://github.com/ProPython007/UpstoxAnalyser.git
   cd UpstoxAnalyser

2. Set up a virtual environment and install dependencies:

   python -m venv env
   source env/bin/activate
   pip install -r requirements.txt

3. Start the Streamlit app:

   streamlit run app.py

Access the Application

Once the server is running, access the dashboard at http://localhost:8501.

Usage

1. Log in using Upstox credentials.
2. Visualize portfolio data, set investment goals, and monitor performance with real-time data.

Preview