MoneyTrees is a comprehensive investment portfolio management tool designed to help investors evaluate and manage their investments based on Environmental, Social, and Governance (ESG) criteria. This project aims to provide users with insights into the ESG performance of their portfolios and facilitate sustainable investment decisions.
ESG Data Management
- Central Database: Stores ESG scores of companies on a custom PostgreSQL server.
- API Integration: Updates scores from external APIs periodically using JavaScript.
- Historical Tracking: Tracks historical ESG scores and stock prices.
- Database Management: Manages portfolios in a dedicated PostgreSQL database.
- CSV Uploads: Supports CSV uploads for easy portfolio updates.
- Impact Points: Calculates ESG impact points based on company ESG scores and portfolio holdings.
- Alerts: Sends notifications for significant ESG score changes via email or messaging platforms.
- Power BI Integration: Provides interactive reports and dashboards.
- Visual Insights: Displays current ESG scores, historical trends, and portfolio impacts.
- Automated Processing: Processes uploaded CSV files to update portfolio data.
- Company Rankings: Ranks companies based on their ESG scores.
- Account Features: Provides user account creation, login, and portfolio management functionalities.
- Summary Reports: Generates reports summarizing portfolio performance and ESG impacts.
Clone the Repository: git clone https://github.com/Ah0nA/MoneyTrees.git
- Import the schema from schema.sql into your PostgreSQL database.
- Set up the ESG data API credentials in the JavaScript configuration file.
- Launch the application and start managing your investment portfolio with ESG insights.
We welcome contributions! Please read our Contributing Guidelines for more information on how to contribute to this project.
This project is licensed under the MIT License. See the LICENSE file for details.