portfolio-review

Automated portfolio health checks score holdings across Financial, Valuation, and Momentum metrics to generate a holistic score. This process replaces manual reviews by computing portfolio-level metrics and rendering a live HTML dashboard for quick decision making.

Generating an interactive dashboard for equity portfolio metrics involves computing total value, P&L, and weighted scores using pandas and yfinance data. The system renders a browser-based Chart.js dashboard that auto-opens for quick sharing with stakeholders.

Portfolio scoring works with both equities and funds to evaluate diversification and identify weak holdings. By aggregating financial, valuation, and momentum metrics, it provides actionable insights to inform rebalancing decisions across personal and professional portfolios.

The best way to compute weighted scores and P&L is through automated metric aggregation that scores all holdings and calculates portfolio-level totals. This eliminates manual calculation errors and outputs results directly into a live dashboard.

You need yfinance and pandas to run automated portfolio reviews because they fetch market data and compute financial metrics. The system also uses numpy for scoring calculations and sqlalchemy for data management to generate the final dashboard.

The portfolio dashboard fails to open when holding data is missing because the system applies data gatekeeping before rendering. This precaution prevents generating inaccurate P&L or weighted scores by ensuring all required financial inputs are present.