I will analyze your stock portfolio risk using a custom python dashboard

India

I speak English

Data Analyst specializing in Portfolio Health Analysis using Python and SQL

I am a data and analytics professional specializing in rule based portfolio health analysis and stock screening systems using Python and SQL. I help individuals and small businesses understand stock ...
About this Gig

I provide rule based stock portfolio health analysis using Python to help understand portfolio quality through clear metrics and trends. This service focuses on structured analysis and clarity, not trading advice or predictions.


What I offer

Rule based portfolio health evaluation

Metric driven analysis using Python

Trend based indicators and structured outputs

Clear summaries for learning and review


Package overview

Basic Snapshot portfolio health analysis for selected stocks

Standard Detailed portfolio analysis with multiple metrics and trends

Premium Custom rule based portfolio health analysis system


What you will receive

Python based analysis (script or notebook)

Structured output (CSV or Excel)

Clear explanation of results

One live consultation call


Data and methodology notes

Analysis uses periodic weekly data, not real time feeds

Rules may include 52 week range and fundamentals

Results reflect medium term portfolio health


Scope clarification

This service provides analytical insights only.

It is not financial advice or a trading system.

Scope is limited to a defined number of stocks and rules.

Please message me before placing an order to confirm scope.


Technology:

Excel

Jupyter Notebook

Pandas

RStudio

VBA

MySQL

Analysis type:

Quantitative analysis

Statistical analysis

Expertise:

Business Insights

Trends

Forecasting

Probability

Programming language:

Python

R

SQL