PfRadar

Portfolio analytics and optimization project focused on Indian equities (NSE/BSE).

Overview

PfRadar is a portfolio analytics platform that helps investors build optimized portfolios for Indian equities.

The application fetches real-time NSE/BSE stock data, calculates portfolio risk and expected return, applies Modern Portfolio Theory and CAPM, and generates visual analytics together with downloadable PDF reports.

📸 Screenshots

Dashboard

The main interface allows users to add NSE/BSE stocks, assign portfolio weights, and generate optimized portfolio analytics.

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System Architecture

The application uses a modular architecture where the frontend communicates with a Python analytics engine responsible for market data retrieval, portfolio optimization, CAPM calculations, and report generation.

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Efficient Frontier

Visualization of randomly generated portfolios highlighting the Efficient Frontier, Maximum Sharpe Ratio portfolio, and Minimum Volatility portfolio.

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Portfolio Performance

Comparison of portfolio growth against benchmark indices over the selected investment period.

Tech stack

• Python
• pandas, numpy, scipy
• yfinance
• matplotlib
• pydantic
• pytest

Folder structure

PfRadar/
├─ README.md
├─ .gitignore
└─ engine/
   ├─ README.md
   ├─ requirements.txt
   ├─ main.py
   ├─ pytest.ini
   ├─ conftest.py
   ├─ data/
   │  └─ .gitkeep
   ├─ models/
   │  ├─ __init__.py
   │  ├─ constants.py
   │  ├─ exceptions.py
   │  └─ schemas.py
   ├─ services/
   │  ├─ __init__.py
   │  ├─ market_data.py
   │  ├─ optimizer.py
   │  ├─ frontier.py
   │  ├─ report.py
   │  └─ capm.py
   ├─ utils/
   │  ├─ __init__.py
   │  ├─ logging_config.py
   │  ├─ returns.py
   │  ├─ risk.py
   │  └─ visualization.py
   └─ tests/
      ├─ __init__.py
      ├─ test_returns.py
      ├─ test_risk.py
      ├─ test_optimizer.py
      └─ test_integration_nse.py

Quick start

cd engine
python -m venv .venv
.\.venv\Scripts\activate
pip install -r requirements.txt
python main.py demo RELIANCE.NS TCS.NS INFY.NS --plot frontier.png

Testing

cd engine
pytest -m "not integration"
pytest -m integration

For engine-specific details, see engine/README.md.