Mutual Fund NAVigator

This project is designed to create a database and provide analytics for Indian mutual fund data.

Installation

1. Install Python and create a virtualenv. Use the virtualenv.

2. Install the requisite dependencies:

pip3 install -r requirements.txt

3. Install the appropriate PostgreSQL package for your distribution. On Debian and Ubuntu, you can do

sudo apt-get install postgresql postgresql-client

The database

To initialize the PostgreSQL data:

1. Create the project database mfnavigator. On Debian or Ubuntu, you can do this by:

createdb -O <username> mfnavigator

2. Then run

python3 manage.py makemigrations
python3 manage.py migrate

3. Now, you need to create the AMCs. Currently, this has been done manually and will be automated soon.

4. To import NAVs to the database, you can run this:

python3 manage.py importnavs --amcid <amcid> --amfinumber <mfnumber> --mfname <mfname> --navfile <amfi_nav_file>

For example, for Birla Sun Life Frontline Equity - Growth, we can run

python3 manage.py importnavs --amcid 3 --amfinumber 103174 --mfname "Birla Sun Life Frontline Equity Fund-Growth" --navfile BSLNAVs.txt

where BSLNAVs.txt is downloaded from the AMFI website.