MONEY TREES

Investment Portfolio Management with ESG Insights

Introduction

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.

Features

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.

Portfolio Management

• Database Management: Manages portfolios in a dedicated PostgreSQL database.
• CSV Uploads: Supports CSV uploads for easy portfolio updates.

ESG Impact Calculation

• Impact Points: Calculates ESG impact points based on company ESG scores and portfolio holdings.

Notifications

• Alerts: Sends notifications for significant ESG score changes via email or messaging platforms.

Data Visualization

• Power BI Integration: Provides interactive reports and dashboards.
• Visual Insights: Displays current ESG scores, historical trends, and portfolio impacts.

CSV File Processing

• Automated Processing: Processes uploaded CSV files to update portfolio data.

Ranking System

• Company Rankings: Ranks companies based on their ESG scores.

User Management

• Account Features: Provides user account creation, login, and portfolio management functionalities.

Reporting

• Summary Reports: Generates reports summarizing portfolio performance and ESG impacts.

Getting Started

Clone the Repository: git clone https://github.com/Ah0nA/MoneyTrees.git

Set Up the Database:

• Import the schema from schema.sql into your PostgreSQL database.

Configure API Integration:

• Set up the ESG data API credentials in the JavaScript configuration file.

Run the Application:

• Launch the application and start managing your investment portfolio with ESG insights.

Contributing

We welcome contributions! Please read our Contributing Guidelines for more information on how to contribute to this project.

License

This project is licensed under the MIT License. See the LICENSE file for details.