'https://mf-analyser-mrbir.streamlit.app/' The Mutual Fund Analysis Dashboard is a web application designed to provide comprehensive analysis and comparison of mutual funds. It allows users to access historical NAV data, compare mutual fund performance against benchmark indices, calculate financial metrics, and make informed investment decisions.
- Comprehensive Data: Access historical NAV data, benchmark comparisons, and more.
- Downloadable Reports: Easily download data for offline analysis.
- Weighted Returns: Evaluate performance with weighted returns calculations.
- Financial Ratios: Gain insights with calculated financial ratios like Sharpe Ratio, Alpha, and more.
- Easy Comparison: Compare multiple mutual funds simultaneously to make informed decisions.
- Make Informed Investment Decisions: Leverage detailed analysis and comparisons.
- Understand Market Trends: Historical data and benchmark comparisons provide market context.
- Assess Risk and Return: Financial ratios help in assessing risk and potential return.
- Customizable Analysis: Tailor the analysis to your specific investment goals.
To run the Mutual Fund Analysis Dashboard locally, follow these steps:
- Clone this repository to your local machine.
- Install the required dependencies by running
pip install -r requirements.txt. - Run the application using Streamlit by executing
streamlit run app.pyin your terminal. - Access the dashboard through your web browser at
http://localhost:8501.
Upon running the application, you will be presented with a dashboard interface. The sidebar provides navigation options, allowing you to switch between different sections such as Home, Mutual Fund Analysis, and Scheme Codes. In the Mutual Fund Analysis section, you can enter mutual fund codes and benchmark tickers to analyze their performance.
- Mutual Fund NAV Data: Fetched using the Mftool API.
- Benchmark Data: Retrieved from Yahoo Finance.
