Hello!
This application is a multi-portfolio & multi-strategy management application. It uses AlphaVantage API to fetch the stock data. It has an LRU cache to reduce the number of API calls (since the free tier only allows 5 calls). JFreeChart is used to dynamically plot the performance portfolio (cost-basis and value) using JFreeChart.
PS: I'm working on arranging the project in a better way, but here are a few screenshots to give you a feel of the application.
To plot the performance of the portfolio -
- Click on
Graph
on the left hand side panel - Choose the source of the portfolio (I have chosen to plot a saved portfolio)
- Select the
From file
radio button - Enter the
start date
andend date
- Click on
Submit
To view information like Value and Cost Basis of a portfolio -
- Click on the
Value / Cost Basis
button on the left hand side panel. - If the portfolio is saved (persisted) in a file
- Click on
Load from file
- Navigate to the location of the persisted portfolio
- Click on
- If the portfolio is not yet saved as a file
- Enter the portfolio name in the text box
- Enter the date (We have entered 2018-12-12)
- Click on the radio button if the portfolio is a saved file
- Click on the suitable portfolio information (
Calculate cost basis
orCalculate Value
)
Once you click on 'Calculate cost basis, the following window pops up'
Once you click on 'Calculate Value, the following window pops up'