CS50P final project

For my final project I made a terminal programme called the Investment Portfolio.

The programme lets you add and remove assets in the terminal, makes an API call to get the latest closing price and returns a table or CSV file. You can also view your total portfolio value. I wanted to make a programme that covered the constraints of the project but that I could also continue to develop and iterate on over time.

The programme covers the following course topics:

• Functions
• Conditions
• Exceptions
• Loops
• Libraries
• Dictionaries
• Lists
• Testing
• File I/O
• Classes

Demo #

Quick 3 minute demo of the Investment Portfolio.

Code example #

Here's some code that creates a class called Asset - replicating a real life investment asset - and uses a library called yfinance in a function that returns the price. The price is then used to calculate the assets value. @property decorates the price and value functions allowing access via dot notation e.g. asset.value rather than asset.value().

import yfinance as yf


class Asset:
    def __init__(self, name, symbol, asset_type, quantity):
        self.name = name
        self.symbol = symbol
        self.asset_type = asset_type
        self.quantity = quantity

    @property
    def price(self):
        info = yf.Ticker(self.symbol)
        return float(info.info.get("previousClose"))

    @property
    def value(self):
        return (self.quantity * self.price) / 100

This is just a small part of the programme, check out the README on GitHub to find out more about the design of the programme.

Roadmap #

In true product fashion here's the Investment Portfolio roadmap. My focus is still on learning! I've got some more tutorial projects to build and some packages to play with before I start tackling what's next. I'll update the roadmap as I iterate, and I'll write blog posts as I add exciting new capabilities 🚀

🏗️ Now	🔭 Next	🌱 Later
Learning	Database	Graphic User Interface
	Data analysis	Web application
	Data visualisation	Growth of £/$
	Contribute/Withdraw	Costs
	Allocation	News
	Cashflow	PDF
		Rules
		AI

Completed #

• ✅ Terminal programme