Stock Portfolio Health Monitoring System

Abstract

For many years, stock market portfolio management has been successful in attracting the interest of several academics from the domains of computer science, finance, and mathematics worldwide. The main focus of investors and fund managers in the financial markets is to successfully monitor as well as manage investment portfolios. This paper is based on developing a Web Application which will assist small equity investors in checking and monitoring the health of an individual stock as well as the overall health of users portfolio. With minimal knowledge of stock market, one can build a great customized portfolio. The application will also notify the risky stocks which will help the investors to minimize the risk. It will be able to adapt the changes made in the portfolio and will also have other features which are needed by equity investors. In this paper, an algorithm has been proposed which will evaluate the health of the stock depending upon the parameters such as P/E Ratio, Dividend Yield, Debt to Equity, Industry P/E, ROE, ROCE, PEG Ratio, Profit Growth of past 5 years, Sales Growth of past 5 years and Sector. The entire web application will be hosted on the AWS cloud by leveraging its services to make it more accessible and scalable.