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Portfolio Picker

Time to make money. Just because banks control what is grouped together in a portfolio, but that doesn't mean we can't find an edge and make money ourselves.

Setup

This python application is built and tested around python 3.8. For best results install python 3.8.

  1. Clone the repo to your local computer

  2. Open command line as administrator

    • if you go to the repo location using file explorer you can type in 'cmd' in the file address bar and this will pop up the command line at that location.
    • Or Navigate to the repo using the command cd C:/path/to/local/repo
  3. Create a virtual environment by typing the following in the command prompt. Make sure you are at the top most level of the repo.

      py -m venv venv
    
  4. Activate virtual environment

     venv\Scripts\activate.bat
    
  5. Install the requirements. Don't upgrade pip, this might cause an error and you'll be left without pip. If this happens then just delete the venv folder and start over

      pip install -r requirements.txt
    

Troubleshooting

  • 'py' is not recognized.

    • Depending on how you downloaded python your PATH variable for python (the py in this walkthrough) may be diffrent. Other common names are python or python3. Its whatever you type into the command prompt in order to start python. Replace the py with whatever your PATH variable for python is. Follow this tutorial if you can't figure out your python's PATH variable and you know for certain python is installed.
  • 'pip' is not recognized.

    • pip is not defined as a PATH variable. Instead of just using pip use py -m pip. It is rare but if you downloaded python in a weird way you may not have pip installed. You'll have to search for how to install pip on your computer. The process differs depending on if you're using PC/mac/ubuntu.

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