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Python CLI Investment Fund Management Application with Reporting and Portfolio Graph

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FundManagementCLI

Python CLI Fund Management Application with Reporting and Portfolio Graph

To run just open terminal or cmd:

cd FundManagementCLI

python fundmanagement.py or python3 fundmanagement.py

A primitive fund management CLI application with basic functions. Added submenus and investment management fee.

  1. Add Company
  2. Delete Company
  3. Track Companies (List)
  4. Generate Fund Report (List)
  5. Generate Pie Chart
  6. Save Fund Data as CSV (Export)
  7. Issue Units
  8. Add Investor
  9. Add Investor Transaction
  10. Track Investor Transactions
  11. View Issued Units
  12. View Units Allocation
  13. Exit

It will auto-save when you select "exit" or when you select "save fund data", if you close your terminal window, the information will probably be lost.

Screenshot 2023-07-16 at 11 32 09 AM

Screenshot 2023-07-16 at 11 32 20 AM

Screenshot 2023-07-16 at 11 32 31 AM

Screenshot 2023-07-16 at 11 32 44 AM

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Screenshot 2023-07-16 at 11 34 07 AM

Screenshot 2023-07-16 at 11 34 36 AM

Screenshot 2023-07-16 at 11 34 27 AM

Please note, it is by no means perfect, WIP.

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Python CLI Investment Fund Management Application with Reporting and Portfolio Graph

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