Gold Portfolio Management System

Technologies Used

Python

Flask

QT

Gold Portfolio Management System

Overview

Developed a centralized system that helps users track, manage, and analyze their gold investments. The tool simplifies the process of monitoring holdings, purchase history, market value, and overall portfolio performance.

Problem

Users relying on spreadsheets or manual tracking struggled with:

• Disorganized records of gold purchases

• Difficulty calculating total value and profit/loss

• No easy way to compare historical and current market prices

• Lack of a single dashboard for overall portfolio health

They needed a simple, consolidated system to automate tracking and provide clear insights.

Solution

Created a Gold Portfolio Management System with:

• Centralized portfolio dashboard

• Automated value calculations based on current gold rates

• Transaction tracking: purchases, sales, purity, weight, dates

• Performance analytics showing profit/loss trends

• Easy data import/export for non-technical users

This reduced the client’s manual editing time by up to 80%.

Result

Users can now quickly understand their gold portfolio, view accurate valuations, and make informed investment decisions — all without manual calculations.

Video Demo