Portfolio Management System Project in Django with Source Code – This Django Portfolio Management System Project was built using Python, Django, and an SQLITE3 database.
This system can manage stocks, money, insurance, and other investments.
What is a Portfolio Management System?
Portfolio management is the process of selecting, prioritizing, and controlling an organization’s programs and projects in accordance with its strategic goals and delivery capacity.
The goal is to strike a balance between implementing change and maintaining business as usual while maximizing return on investment.
A portfolio is a collection of investments maintained by an institution or a private individual in the financial world.
Diversification of assets is often promoted by portfolio theories as a risk-limiting technique.
A portfolio is a collection of products, services, or brands offered by a corporation in strategic management and marketing.
Typically, portfolio optimization is based on the application of analytical-rational techniques where excellent portfolio balance is accomplished by combining maximum return with least risk.
Several academics have recently argued that organizations place too much emphasis on facilitating transactions.
Project Details and Technology
The table consists of the details and technology used to run this system. The database use is SQLite3 while the language use is Python Django.
The name of the project is Portfolio Management System and the Python version recommended to use is 3.9.
For the author of this project is the sourcecodehero and the type of app is web application.
| Project Name: | Portfolio Management System |
| Language/s Used: | Python Django |
| Python version (Recommended): | 3.9 |
| Database: | SQLlite3 |
| Type: | Web Application |
| Developer: | SOURCECODEHERO |
| Updates: | 0 |
Why portfolio management system is important?
In business, portfolio management is vital since there are aspects to consider that affect the project’s success, and consequently the organization’s success, as well as unanticipated advantages from the investment.
Projects frequently change course for any of these or other reasons, and organizations must adjust along the way.
For stock price prediction, use the LSTM machine learning approach. A web app built with Django that allows for easy user interaction.
A Portfolio Management System in Django is a simple project for beginners to learn how to develop a web-based Django project in Python.
We’ll give you the entire source code and database for the Python project so you can quickly install it on your PC and learn how to develop Python Django.
Major Functionalities Used in Portfolio Management System Project in Django
Features of Portfolio Management System using Django in the admin side:
- The Register Page is where new users create their website login credentials.
- The login page is where the system administrator enters their system credentials to gain access to the administrative side of the system.
- This is the system’s default page when clients come to the website.
- View Stock – This is the page where the user may check the status of their own stock.
- Manage Profile – This is the page where the user can make changes to their profile.
Reminders:
To complete this Python Django project, you must be familiar with the following:
- CSS
- HTML
- JavaScript
- Database Administration
Make sure you have PyCharm Professional IDE installed on your computer before you begin constructing a Portfolio Management System Project in Python Django.
The Steps to Run a Portfolio Management System in Django
Time needed: 3 minutes
These are the steps to run a Portfolio Management System Project in Django
- pip install virtualenv
First, You need to install the virtualenv, Open a command prompt by going to the project folder directory and typing CMD. After opening the CMD type ” pip install virtualenv “.
- virtualenv env
Then, after installing virtualenv just type “virtualenv env” and enter.
- cd env/Scripts
Next, just type ” cd env/Scripts ” and press enter.
- activate
Next, you need to type “activate” then press enter.
- cd ../..
Next, just type ” cd ../.. ” and press enter.
- Install Django
Next, type the command “pip install django”.
- pip install -r requirements.txt
Next, type the command ” pip install -r requirements.txt ” to install requirements.
- python manage.py makemigrations
Next, after installing the requirements type this command ” python manage.py makemigrations ” to create a tables in the database.
- python manage.py migrate –run-syncdb
Next, after making migrations type this command ” python manage.py migrate –run-syncdb ” to migrate the tables in database.
- python manage.py createsuperuser
After migration of database you need to create super user to login in the admin account, just you need is to type the command ” python manage.py createsuperuser “.
- python manage.py runserver
Lastly, after creating a super user just type the command ” python manage.py runserver “. It should only be used for testing and launching your project; it should not be utilized for live website deployment.
- http://127.0.0.1:8000/
Finally, To access your project dashboard, type or copy this “http://127.0.0.1:8000/” into your browser.
Download Source Code Here!
Conclusion
Project Portfolio Management is a discipline and process that can significantly improve the chances of success of project-oriented organizations — especially of those running large numbers of critical projects.
By bringing clarity and consistency to Project Management activities, PPM helps define and pursue clearer objectives, make planning operations more realistic, optimize the allocation of resources, improve the quality of deliverables, and most of all ensure the strategic alignment of projects.
A Project Management Institute study found that organizations that undervalue Project Management as a strategic competency report 50% more project failures on average.
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Inquiries
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