Robo-Advisor

Recommend stock portfolios based on your financial goals and market data.

Tools & Methods I used:

yfinance API => fetch historical stock prices; calculate key metrics: annual returns, annual risks (standard deviations of returns)

Daily stock returns => covariance matrix to quantify correlations between S&P 500 stocks

Modern Portfolio Theory => simulate 10,000 random portfolios with varying weights; compare expected returns, risks, and Sharpe Ratios - statistical measures of risk-adjusted performance; pick the top 5 that align with the initial investment amount with lowest risk and highest return.

Optimization => matrix operations (NumPy) & covariance analysis to identify portfolios that satisfy user-defined constraints, such as achieving a target annualized return within the given investment budget.

Try it Out

Might take up to 1 minute to generate portfolios for large initial investments

Initial Investment in USD (at least 50$):

Investment Duration in years (at least 1 year):

Target Return in USD (larger than initial investment and cannot be unreasonably large):

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