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Stock Portfolio Optimization

The stock market has cyclical tendencies. History repeats itself. Historical performance is often a good indicator of future performance. The objective of this project was therefore to harness the power of R and R Shiny to identify seasonal patterns in stock price movements (seasonality analysis) to optimize stock portfolio management.

Critical Tool Features:

1. Evaluate specific stocks to decide if it's a good investment for a current or upcoming month based on historical performance. (Go short or go long)


​2. Evaluate a group of stocks in a portfolio and quickly visualize best performers and worst performers for any specific time in the past or at the time of the analysis.


3. Helps user understand how stocks perform around any given major event such as before Christmas.

4. Decide what type of option move (call or put) to make based on identified historical trends.