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ParityPortfolio

Rebalance Your Portfolio

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Setup Enviroment

  • Install Python 3
  • Install pip
  • pip install -r requirements.txt

Setup SQLAlchemy & SQLite

  • Navigate to project folder
  • In Python interpreter: from main import db
  • Setup User table: from main import User
  • Setup Portfolio table: from main import Portfolio
  • Setup SavedPreset table: from main import SavedPreset

Run App

  • Navigate to root of project folder
  • python3 main.py

Navigate App

  • Navigate to http://127.0.0.1:5000/
  • Create a new account and log in
  • Enter personal portfolio information
  • Select preset portfolio option

dashboard portfolio details presets results

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Rebalance Your Portfolio

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