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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

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