Intelligent Asset Allocation

Table of Contents

• About the Project
  • Built With
• Getting Started
  • Prerequisites
  • Installation
• Usage
• Contributors
• License

About The Project

This is a MVP of asset allocation web application, which can help users build their stock portfolio using model like Black-litterman.

Built With

• Flask
• React.js
• Tensorflow

Getting Started

There are two ways to run this project in your machine, only need to follow one instruction.

1. Docker

1. Clone the repo

git clone https://github.com/henry32144/intelligent-asset-allocation.git

2. Build docker image

cd intelligent-asset-allocation


docker build -t intelligent-asset-allocation .

3. Run docker

docker run -p 5000:5000 intelligent-asset-allocation

4. Open your browser and type 127.0.0.1:5000 in url

2. Normal way

Prerequisite

• Python 3.7

Instruction

1. Clone the repo

git clone https://github.com/henry32144/intelligent-asset-allocation.git

2. Install the libraries

cd intelligent-asset-allocation

#For Windows user, you need to remove the gunicorn, gevent in the requirements.txt
pip install -r requirements.txt

3. Run Flask server

python app.py

4. Open your browser and type 127.0.0.1:5000 in url

Usage

All data are stored in your local database.

Steps to use this website.

1. Login. You can use default account to login, email and password are 123.
2. Go to dashboard page. Press Start Now or Dashboard button on the top right of the page.
3. Modify Portfolio. You can add companies on the search box, remove companies on the left panel.
4. Calculate Portfolio Weight. Once you finished company selection, you can press calculate weight button. The result should be displayed in few seconds.

Contributors

Dennis Wu

Cheng-Han Wu

Yang Wang

Sam Hsia

License

Distributed under the MIT License. See LICENSE for more information.