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Bluestock MF Capstone
A comprehensive Mutual Fund Analytics Dashboard built using Python, Streamlit, SQLite and Plotly for NAV tracking, CAGR analysis, risk assessment and performance visualization.
🚀 Project Overview
Bluestock MF Capstone is a data analytics project developed to analyze mutual fund performance using historical NAV data. It provides interactive dashboards, performance comparison, CAGR calculations, risk analysis and investment insights through a clean and user-friendly interface.
🛠 Tech Stack
PythonPandasNumPySQLiteStreamlitPlotlyMatplotlibGitHub
⭐ Key Features
✅ Mutual Fund Performance Analysis
✅ NAV Tracking
✅ CAGR Calculation
✅ Risk Analytics
✅ Interactive Dashboard
✅ Performance Comparison
✅ SQLite Database
✅ Data Visualization
📊 Dashboard Preview
The dashboard provides a consolidated view of mutual fund performance, historical NAV trends, risk metrics and investment insights in a single interactive interface.
💡 Challenges
- • Collecting and cleaning historical NAV data.
- • Managing financial data efficiently using SQLite.
- • Designing interactive visualizations with Plotly.
- • Calculating CAGR and performance metrics accurately.
🎯 Results
✅ Interactive Dashboard
✅ Real-time Data Visualization
✅ Performance Comparison
✅ Risk Assessment
✅ Historical NAV Analysis
✅ Professional UI