Daily investment report - Sell Project
Project Overview
Project OverviewAutomated stock and cryptocurrency portfolio tracker that runs daily and sends personalized email reports. The system tracks multiple markets, calculates price changes, and visualizes portfolio performance with charts. It is fully deployable on an AWS EC2 instance and requires no user interaction after setup.FeaturesMulti-market support: Tracks US stocks, South African property investments, and cryptocurrencies.Simple portfolio input: Uses a structured Portfolio.txt file with fie...
Detailed Description
Project Overview
Automated stock and cryptocurrency portfolio tracker that runs daily and sends personalized email reports. The system tracks multiple markets, calculates price changes, and visualizes portfolio performance with charts. It is fully deployable on an AWS EC2 instance and requires no user interaction after setup.
Features
- Multi-market support: Tracks US stocks, South African property investments, and cryptocurrencies.
- Simple portfolio input: Uses a structured Portfolio.txt file with fields: ticker, market, buy_price, quantity.
- Daily email report: Sends a detailed markdown email every weekday morning with portfolio updates.
- Visual performance charts:
- Portfolio allocation pie chart (with live USD/ZAR conversion)
- Top 3 gainers and losers by R-value
- Value-over-time line graph
- Daily profit and loss comparison in USD and ZAR
- Currency conversion: Uses live exchange rates to normalize values across all assets.
- Change detection: Highlights significant price movements (e.g., more than 10% from buy price).
- Easy deployment: Runs on AWS EC2 using cron for scheduled automation.
Tech Stack
- Language: Python 3
- Hosting: AWS EC2 (Linux)
- Scheduling: Cron
- Email delivery: SendGrid API
- Data sources: Yahoo Finance, CoinGecko, Forex-Python
- Visualization: Matplotlib
File Structure
- main.py – Entry point
- modules/
- price_checker.py – Fetches prices from different markets
- report_generator.py – Formats the markdown report
- news_scraper.py – (optional module if extended later)
- ai_summarizer.py – (optional module if using news summaries)
- utils.py – Currency and formatting helpers
- graph_generator.py – Generates all charts
- data/ – Stores reports and intermediate data
- Portfolio.txt – User-defined portfolio input
- .env – Contains API keys (e.g., SendGrid)
Deployment
Once set up, the project runs entirely on its own. All data is pulled, processed, visualized, and emailed automatically every morning at a scheduled time (e.g., 07:45 South African time).
Intended Use
Ideal for developers, finance content creators, or investors who want an automated, private portfolio tracker with daily insights and visualizations, without relying on third-party services.
Content Freshness & Updates
Project Timeline
Created: (3 months ago)
Last Updated: (13 hours ago)
Update Status: Updated 0.5440630330787 day ago - Recent updates
Version Information
Current Version: 1.0 (Initial Release)
Development Phase: Production Ready - Market validated and ready for acquisition
Next Update: <p>Adding in news scraping tools. Selling the software to banks and investment houses to offer to their clients. </p>
Activity Indicators
Project Views: 90 total views - Active engagement
Monthly Activity: 1 monthly visitors - Consistent user engagement
Content Status: Published and publicly available
Content Freshness Summary
This project information was last updated on November 9, 2025 and represents the current state of the project. The content is very fresh and reflects recent developments.
Visual Content & Media
Project Screenshots & Interface
The following screenshots showcase the visual design and user interface of Daily investment report:
Screenshot 1: Main Dashboard & Primary Interface
This screenshot displays the main dashboard and primary user interface of the application, showing the overall layout, navigation elements, and core functionality. The interface demonstrates the modern design principles and user experience patterns implemented using Gmail APi,python3,"AWS",AWS EC2.
Live Demo & Interactive Experience
Live Demo URL: https://github.com/dylanwalt/daily-stock-report
Experience Daily investment report firsthand through the live demo. This interactive demonstration allows you to explore the application's features, test its functionality, and understand its user experience. The live demo showcases the saas application's technical capabilities implemented with Gmail APi,python3,"AWS",AWS EC2 and real-world performance, providing a comprehensive understanding of the project's value and potential.
Visual Content Summary
This project includes 1 screenshotno videos plus a live demo, providing comprehensive visual documentation of the saas application. The media content demonstrates the project's technical implementation using Gmail APi,python3,"AWS",AWS EC2 and user interface design, showcasing both the visual appeal and functional capabilities of the solution.
Technical Specifications & Architecture
Technology Stack & Implementation
Primary Technologies: Gmail APi,python3,"AWS",AWS EC2
Technology Count: 4 different technologies integrated
Implementation Complexity: Medium - Moderate integration effort with multi-skill development
Technology Analysis
System Architecture & Design
Architecture Type: Saas Application
Architecture Pattern: Modern Software Architecture with scalable design patterns
Scalability & Performance
Current Load: 1 monthly visitors - Proven scalability
Scalability Level: Standard - Scalable architecture ready for growth
Security & Compliance
Security Level: Commercial-grade security for business applications
Security Technologies: Modern security practices and secure coding standards
Data Protection: Standard data protection practices for user information and application data
Integration & API Capabilities
Live Integration: https://github.com/dylanwalt/daily-stock-report - Active deployment with real-world integration
API Technologies: Python API development with robust data processing capabilities
Integration Readiness: Production-ready for business integration and enterprise deployment
Development Environment & Deployment
Development Commitment: 8 hours per week - Side project development
Deployment Status: Live deployment with active user base
Next Development Phase: <p>Adding in news scraping tools. Selling the software to banks and investment houses to offer to their clients. </p>
Technical Summary
This saas project demonstrates advanced technical implementation using Gmail APi,python3,"AWS",AWS EC2 with proven scalability handling 1 monthly visitors and production-ready deployment. The technical foundation supports immediate business integration with modern security practices and scalable architecture.
Common Questions & Use Cases
How to Build a saas Project Like This
Technology Stack Required: Gmail APi,python3,"AWS",AWS EC2
Development Approach: Build a scalable software solution with modern architecture patterns and user-centered design.
Step-by-Step Development Guide
- Planning Phase: Define requirements, user stories, and technical architecture
- Technology Setup: Configure Gmail APi,python3,"AWS",AWS EC2 development environment
- Core Development: Implement main functionality and user interface
- Testing & Optimization: Test performance, security, and user experience
- Deployment: Deploy to production with monitoring and analytics
- Monetization: Implement revenue streams and business model
Best Practices for saas Development
Technology-Specific Best Practices
General Development Best Practices
- Code Quality: Write clean, maintainable code with proper documentation
- Security: Implement authentication, authorization, and data protection
- Performance: Optimize for speed, scalability, and resource efficiency
- User Experience: Focus on intuitive design and responsive interfaces
- Testing: Implement comprehensive testing strategies
- Deployment: Use CI/CD pipelines and monitoring systems
Use Cases & Practical Applications
Target Audience & Use Cases
Business Use Cases: This project is ideal for businesses looking to implement a ready-made solution. Perfect for entrepreneurs, startups, or established companies seeking saas solutions.
Proven User Base: With 1 monthly visitors, this project demonstrates real-world demand and user adoption.
Comparison & Competitive Analysis
Why Gmail APi,python3,"AWS",AWS EC2?
This project uses Gmail APi,python3,"AWS",AWS EC2 because:
- Technology Synergy: The combination of Gmail APi,python3,"AWS",AWS EC2 creates a powerful, integrated solution
- Community Support: Large, active communities for ongoing development and support
- Future-Proof: Modern technologies with long-term viability and updates
Competitive Advantages
- User Traction: 1 monthly visitors show strong market demand
- Modern Tech Stack: Gmail APi,python3,"AWS",AWS EC2 provides competitive technical advantages
- Ready for Market: Production-ready solution with immediate deployment potential
Learning Resources & Next Steps
Learn Gmail APi,python3,"AWS",AWS EC2
To understand and work with this project, consider learning:
- Gmail APi: Official documentation and community learning resources
- python3: Python documentation, tutorials, and community resources
- "AWS": Official documentation and community learning resources
- AWS EC2: Official documentation and community learning resources
Hands-On Learning
Try It Yourself: https://github.com/dylanwalt/daily-stock-report
Experience the project firsthand to understand its functionality, user experience, and technical implementation. This hands-on approach provides valuable insights into real-world application development.
Project Details
Project Type: Saas
Listing Type: Sell
Technology Stack: Gmail APi,python3,"AWS",AWS EC2
What's Included
source_code,data
Reason for Selling
<p> I’m currently a university student studying engineering in South Africa and built this project as a personal tool to automate my portfolio tracking. While it’s fully functional and already deployed, I’m now looking to sell it—not primarily for profit, but to gain experience in packaging and transferring a software business. I’m open to offers and the price is negotiable for the right buyer who sees potential in taking it further.</p><p><br></p>
Technical Architecture
Technology Stack & Architecture
This saas project is built using a modern technology stack consisting of Gmail APi,python3,"AWS",AWS EC2. The architecture leverages these technologies to create a production-ready solution that can handle real-world usage scenarios.
Architecture Type: Saas - This indicates the project follows modern software architecture patterns.
Technical Complexity: Multi-technology stack requiring integration expertise
Business Context & Market Position
Business Model & Revenue Potential
This project represents a saas business opportunity with established market presence. The project shows strong potential for revenue generation based on its user base and market positioning.
Market Validation: With 1 monthly visitors, this project has achieved significant market traction and user adoption, indicating strong product-market fit.
Acquisition Opportunity: <p> I’m currently a university student studying engineering in South Africa and built this project as a personal tool to automate my portfolio tracking. While it’s fully functional and already deployed, I’m now looking to sell it—not primarily for profit, but to gain experience in packaging and transferring a software business. I’m open to offers and the price is negotiable for the right buyer who sees potential in taking it further.</p><p><br></p> This presents an excellent opportunity for acquisition by someone looking to continue development or integrate the technology into their existing business.
Development Context & Timeline
Project Development Timeline
This project was created on July 16, 2025 and last updated on November 9, 2025. The project has been in development for approximately 3.9 months, representing 116.6055329533 days of development time.
Development Commitment: The project requires 8 hours per week of development time, indicating a side project level commitment.
Technical Implementation Effort
Implementation Complexity: Medium - The project uses 4 different technologies (Gmail APi,python3,"AWS",AWS EC2), requiring moderate integration effort and multi-skill development.
Next Development Phase: <p>Adding in news scraping tools. Selling the software to banks and investment houses to offer to their clients. </p>
Market Readiness & Maturity
Production Readiness: This project is market-ready and has been validated through real user engagement. The codebase is stable and ready for immediate deployment or further development.
Competitive Analysis & Market Position
Market Differentiation
Technology Advantage: This project leverages Gmail APi,python3,"AWS",AWS EC2 to create a unique solution in the saas space. The technology stack provides cutting-edge technical implementation that sets it apart from traditional solutions.
Market Opportunity Assessment
Market Traction: With 1 monthly visitors, this project has demonstrated clear market demand and user adoption. This level of engagement indicates strong product-market fit and validates the business concept against existing market solutions.
Competitive Advantages
- Proven Market Success: Established user base and revenue stream provide immediate competitive advantage
- Technical Maturity: Production-ready codebase with real-world testing and optimization
- Market Validation: User engagement and revenue data prove market demand
- Modern Technology Stack: Gmail APi,python3,"AWS",AWS EC2 provides scalability, maintainability, and future-proofing
Pricing Information
Offer Price: $500 USD
Project Metrics
Average Monthly Visitors: 1
Average Monthly Downloads: 1
About the Creator
Developer: User ID 181757
Project Links
Key Features
- Built with modern technologies: Gmail APi,python3,"AWS",AWS EC2
- Proven user base with 1 monthly visitors
- Ready for immediate acquisition
Frequently Asked Questions
What is this project about?
Daily investment report is a saas project that Project OverviewAutomated stock and cryptocurrency portfolio tracker that runs daily and sends personalized email reports. The system tracks multiple markets, calculates price changes, and visualizes....
How much does this project cost?
This project is listed for sale at $negotiable USD. There's also an offer price of $500 USD. The price reflects the project's current revenue, user base, and market value.
What's included when I buy this project?
source_code,data You'll receive everything needed to run and maintain the project.
Why is the owner selling this project?
<p> I’m currently a university student studying engineering in South Africa and built this project as a personal tool to automate my portfolio tracking. While it’s fully functional and already deployed, I’m now looking to sell it—not primarily for profit, but to gain experience in packaging and transferring a software business. I’m open to offers and the price is negotiable for the right buyer who sees potential in taking it further.</p><p><br></p> This is a common reason for selling successful side projects.
What technologies does this project use?
This project is built with Gmail APi,python3,"AWS",AWS EC2. These technologies were chosen for their suitability to the project's requirements and the developer's expertise.
What are the project's current metrics?
The project currently has 1 monthly visitors. These metrics indicate the project's current performance and potential.
Can I see a live demo of this project?
Yes! You can view the live demo at https://github.com/dylanwalt/daily-stock-report. This will give you a better understanding of the project's functionality and user experience.
How do I contact the project owner?
You can contact the project owner through SideProjectors' messaging system. Click the "Contact" button on the project page to start a conversation about this project.
Is this project still actively maintained?
Since this project is for sale, the current owner may be looking to transfer maintenance responsibilities to the buyer.