WealthLab

Advanced Financial Analysis & Portfolio Management System

WealthLab is a comprehensive Python-based financial analysis tool designed to help traders and investors analyze stocks using proven algorithmic strategies. It implements Mark Minervini's Trend Template and Gary Antonacci's Dual Momentum to provide actionable insights and robust portfolio management capabilities.

• 📊 Automatic Trend Screening: Instantly screens stocks against Minervini’s 8-point Trend Template to identify high-probability setups.
• 💪 Dual Momentum Analysis: Calculates Relative Strength against benchmark indices (e.g., Nifty 50) and validates absolute momentum.
• 📉 Interactive Professional Charts: Full-screen, dark-mode interactive charts powered by Plotly, featuring moving averages, RSI, and pivot points.
• 💼 Portfolio Management: Track multiple portfolios, monitor daily P/L, sector allocation, and historic performance.
• 👀 Smart Watchlist: maintain a watchlist with automated "Upside Potential" calculations based on technical targets and momentum health.
• 🌐 Market Breath: Dashboard overview of market health (Bull/Bear count) to time entries effectively.

• Backend: Python, Flask, SQLAlchemy, Pandas, NumPy
• Frontend: HTML5, Tailwind CSS, JavaScript
• Data & Analysis: yfinance, Plotly
• Database: MySQL / SQLite (configurable)

1. Clone the Repository

   git clone https://github.com/vkage/WealthLab.git
   cd WealthLab

2. Set Up Virtual Environment (Recommended)

   python -m venv .venv
   # Windows
   .venv\Scripts\activate
   # Linux/Mac
   source .venv/bin/activate

3. Install Dependencies

   pip install -r requirements.txt

4. Database Configuration

   • Copy the example configuration file:

     cp .db.example mysql.db

   • Edit mysql.db with your database credentials (DB_HOST, DB_USER, DB_PASSWORD, DB_NAME).

5. Initialize Database

   python scripts/init_db.py

1. Start the Application

   python app.py

   The app will start on http://localhost:5000.

2. Workflow

   • Dashboard: Check Market Breadth.
   • Watchlist: Add potential candidates (e.g. TRENT.NS, INFY.NS).
   • Analyze: Click "Analyze" to view detailed charts and validation status.
   • Portfolios: Add purchased stocks to track performance.

This software is for educational and research purposes only. It is not financial advice. Trading stocks involves risk, and you should perform your own due diligence or consult a certified financial advisor before making any investment decisions. The developers are not liable for any financial losses.

This project is licensed under the Polyform Noncommercial License 1.0.0.

• Allowed: Personal use, modification, and self-education.
• Prohibited: Commercial distribution or usage for business purposes.