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Fundamental Analysis and Long-Term Investing Dashboard
CreditIn Progress2025-26

Fundamental Analysis and Long-Term Investing Dashboard

Project Overview

Automates data collection with Python and presents structured financial metrics for long-term investing decisions.

Tech Stack

PythonyfinancePower BI

Team

Mentors

  1. Prashanth
  2. Karthik
  3. M S S Vinay
  4. Varun
  5. Manas

Mentees

  1. P Deekshith
  2. Bharath Chowdary KB
  3. Joseph V Francis
  4. Diya Zacharia
  5. Rishi

Problem Statement

Fundamental comparison for Nifty 500 is fragmented across inconsistent sources and manual workflows.

Objectives

  • - Create centralized fundamentals dashboard
  • - Automate extraction of 50+ key metrics
  • - Standardize datasets for fast analysis
  • - Support long-term quality and value screening

Methodology

The project follows a structured implementation approach that includes Automated ingestion using yfinance, Data cleaning and CSV standardization, Power BI data-model construction, and Interactive sector and drill-down views. These steps are executed iteratively to validate assumptions, improve performance, and ensure reliable delivery of the final solution.

Expected Outcome

By the end of this project, the team is expected to deliver Fully functional analytics dashboard, Faster company comparison and insight extraction, and Reusable dataset foundation for future research. Together, these outcomes reflect both technical feasibility and practical value for demos, evaluation, and future scaling.

Future Scope

  • - Automated quarterly refresh
  • - Advanced valuation model integration
  • - Portfolio tracker with live pricing
  • - AI recommendation layer