Portfolio_Optimization.py

#!/usr/bin/env python3
# -*- coding: utf-8 -*-
"""
Created on Wed Nov  6 19:08:14 2019

@author: adityakalia
"""


import pprint
import matplotlib.pyplot as plt
def risk_Level():
"""
Getting the user's risk level
"""
    while True:
        try:
            risk = input("Please enter the risk level from 1 (Low Risk) " +
                         "or 2 (Med Risk) or 3 (High Risk) " +
                         "you would like to take on from your portfolio : ")
            if int(risk) > 0 and int(risk) <= 3:
                break
        except ValueError:
            pass
        print("Incorrect input please enter risk level between 1-3")
    return risk


def user_Budget():
"""
Getting the user's budget for the portfolio
"""
    while True:
        try:
            budget = input("Please enter how much you would like to invest " +
                           "in this portfolio : ")
            if int(budget) > 0:
                break
        except:
            pass
        print("Incorrect input please your budget")
    return budget



def Portfolio_Type(risk, budget):
"""
Using the users's specified risk and budget to create an optimal portfolio
"""
    risk = int(risk)
    budget = int(budget)
    if risk == 1:
        print("\nThe user should invest more into fixed-income investments " +
              "and less equity holdings\n")
        print()
        stocksDict = {'EEMV': 0.10, 'ACWV' : 0.10, 'XEF': 0.075, 'VTI' : 0.05,
                      'XIC' : 0.025, 'ZAG': 0.35,
                      'ZFL' : 0.20, 'QTIP' : 0.10}
        stocksDict = {key:value*budget for key, value in stocksDict.items()}
        print('The following stock allocation should be used ')
        pprint.pprint(stocksDict)
        labels = stocksDict.keys()
        vals = stocksDict.values()
        labels = list(labels)
        vals = list(vals)
        plt.pie(vals, labels = labels, autopct='%1.1f%%')
        plt.show()

    if risk == 2:
        print()
        print("The user should invest equually in fixed-income investments " +
              "and equity holdings")
        print()
        stocksDict = {'VTI': 0.15, 'EEMV' : 0.15, 'XEF': 0.15, 'ACWV' : 0.10,
                      'XIC' : 0.075, 'VUS': 0.025,
                      'ZFL' : 0.175, 'QTIP' : 0.10, 'ZAG' : 0.075}
        stocksDict = {key:value*budget for key, value in stocksDict.items()}
        print('The following stock allocation should be used ')
        pprint.pprint(stocksDict)
        labels = stocksDict.keys()
        vals = stocksDict.values()
        labels = list(labels)
        vals = list(vals)
        plt.pie(vals, labels = labels, autopct='%1.1f%%')
        plt.show()

    if risk == 3:
        print()
        print("The user should invest more into equity holdings and " +
              "less fixed-income investments")
        print()
        stocksDict = {'VTI': 0.20, 'XEF' : 0.20, 'EEMV': 0.15, 'ACWV' : 0.10,
                      'VUS' : 0.05, 'ZFL': 0.15,
                      'QTIP' : 0.05}
        stocksDict = {key:value*budget for key, value in stocksDict.items()}
        print('The following stock allocation should be used ')
        pprint.pprint(stocksDict)
        labels = stocksDict.keys()
        vals = stocksDict.values()
        labels = list(labels)
        vals = list(vals)
        plt.pie(vals, labels = labels, autopct='%1.1f%%')
        plt.show()

def main():
    risk = risk_Level()
    budget = user_Budget()
    Portfolio_Type(risk, budget)

if __name__ == '__main__':
    main()