The Net Worth application uses SQL queries to retrieve and analyze financial data stored in its database tables. Key queries include those that calculate the distribution of a user's assets by category, city-wise distribution of real estate values, and queries to generate charts and reports on a user's net worth, spending, loans, and total financial picture over time. The queries aggregate data from tables storing financial assets, real estate, liabilities, and transactions to provide meaningful insights into a user's financial well-being.
This document provides an overview of WebTek Labs Pvt. Ltd., which is an IT solutions company founded in 2001. It discusses the company's various business verticals including recruitment & staffing, software development & testing, digital marketing, enterprise mobility, certifications & trainings. The document then describes a proposed project for a personal finance management web application called "YRMoney Analyzer". It discusses the purpose and objectives of the new system, which would allow users to track income, expenses, and budgets online in order to better manage their personal finances. The methodology discussed is a waterfall model approach involving requirements analysis, design, implementation, testing, and maintenance.
Here are the key points I gathered from your introduction:
- You have experience initiating and participating in process improvement projects at your company.
- You see project management as a broad term that can apply to any effort to implement change or improvement.
- One of the largest projects you managed was a Greenbelt (PMP) project to streamline communication between engineering and manufacturing regarding change orders.
- As the bill of materials specialist with 8+ years experience, you were the first point of contact for change orders, making you well-suited to participate in this project.
- The goal of the project was to eliminate email correspondence and create a more efficient form of communication for change orders.
- As someone
The document discusses a FinTech app called NEXT INVEST that aims to provide a user-friendly platform for beginner investors. It provides an introduction to the app's mission of empowering users to take control of their financial future through smart investing. The app offers features like customized portfolio recommendations, automated investing, and educational resources. It also highlights the advantages of using an investment app like accessibility, low costs, and diversity of investment options. Future plans for the app include enhancing personalization, advanced analytics and insights, and integrating AI/machine learning capabilities.
This document provides an overview of topics related to industrial project management, including human resource management, project cost estimating, financial principles, investment analysis, and project financing and budgeting. It discusses developing a human resource management plan, estimating project costs using different methods, the importance of investment analysis, and creating a project budget by breaking the project into tasks and milestones and estimating costs. The document is intended to educate students in an MSc program on key aspects of managing industrial projects.
The document describes the development of a mobile application called E-Wallet that allows users to track expenses, incomes, events, to-do lists, and loans. The application aims to make expense tracking easier through features like reminders, expense categorization and visualization of spending reports. It also includes an event management module to help with tasks like receipt handling and data collection for college events.
The document outlines the monitoring and evaluation plan of Reach Vulnerable, an organization that provides humanitarian assistance. It discusses developing indicators and targets to measure project performance. Key aspects of the M&E plan include collecting routine data through tools like surveys and interviews. Data is analyzed at individual, household, and community levels. Evaluation consists of process evaluations to assess implementation and outcome evaluations to determine impact on communities. Findings are disseminated to stakeholders through reports and community meetings for accountability and improving strategies.
This document is a project report for a Gas Inventory Management System created by four students at Jawahar Navodaya Vidyalaya Rajgarh in Madhya Pradesh, India. It includes an introduction to the project, objectives, proposed system description, phases of the system development life cycle used (initiation, concept development, requirements analysis, design, development, integration and testing, implementation, and operations/maintenance). It also includes sections on flowchart, source code, outputs, and hardware/software requirements. The project was created for a Computer Science class and guided by their teacher, Mr. Anil Kant.
The document provides details about a salon management project created by team members Patel Vedant V. and Wagh Tejas R. The project aims to create a website that allows customers to schedule appointments online, select services, and helps the salon better manage operations. The system uses PHP and MySQL and follows a waterfall development model. Key modules include services, dashboard, customers, and appointments. Functional requirements include creating staff and customer profiles while maintaining appointments, services, and resources.
This document provides an overview of WebTek Labs Pvt. Ltd., which is an IT solutions company founded in 2001. It discusses the company's various business verticals including recruitment & staffing, software development & testing, digital marketing, enterprise mobility, certifications & trainings. The document then describes a proposed project for a personal finance management web application called "YRMoney Analyzer". It discusses the purpose and objectives of the new system, which would allow users to track income, expenses, and budgets online in order to better manage their personal finances. The methodology discussed is a waterfall model approach involving requirements analysis, design, implementation, testing, and maintenance.
Here are the key points I gathered from your introduction:
- You have experience initiating and participating in process improvement projects at your company.
- You see project management as a broad term that can apply to any effort to implement change or improvement.
- One of the largest projects you managed was a Greenbelt (PMP) project to streamline communication between engineering and manufacturing regarding change orders.
- As the bill of materials specialist with 8+ years experience, you were the first point of contact for change orders, making you well-suited to participate in this project.
- The goal of the project was to eliminate email correspondence and create a more efficient form of communication for change orders.
- As someone
The document discusses a FinTech app called NEXT INVEST that aims to provide a user-friendly platform for beginner investors. It provides an introduction to the app's mission of empowering users to take control of their financial future through smart investing. The app offers features like customized portfolio recommendations, automated investing, and educational resources. It also highlights the advantages of using an investment app like accessibility, low costs, and diversity of investment options. Future plans for the app include enhancing personalization, advanced analytics and insights, and integrating AI/machine learning capabilities.
This document provides an overview of topics related to industrial project management, including human resource management, project cost estimating, financial principles, investment analysis, and project financing and budgeting. It discusses developing a human resource management plan, estimating project costs using different methods, the importance of investment analysis, and creating a project budget by breaking the project into tasks and milestones and estimating costs. The document is intended to educate students in an MSc program on key aspects of managing industrial projects.
The document describes the development of a mobile application called E-Wallet that allows users to track expenses, incomes, events, to-do lists, and loans. The application aims to make expense tracking easier through features like reminders, expense categorization and visualization of spending reports. It also includes an event management module to help with tasks like receipt handling and data collection for college events.
The document outlines the monitoring and evaluation plan of Reach Vulnerable, an organization that provides humanitarian assistance. It discusses developing indicators and targets to measure project performance. Key aspects of the M&E plan include collecting routine data through tools like surveys and interviews. Data is analyzed at individual, household, and community levels. Evaluation consists of process evaluations to assess implementation and outcome evaluations to determine impact on communities. Findings are disseminated to stakeholders through reports and community meetings for accountability and improving strategies.
This document is a project report for a Gas Inventory Management System created by four students at Jawahar Navodaya Vidyalaya Rajgarh in Madhya Pradesh, India. It includes an introduction to the project, objectives, proposed system description, phases of the system development life cycle used (initiation, concept development, requirements analysis, design, development, integration and testing, implementation, and operations/maintenance). It also includes sections on flowchart, source code, outputs, and hardware/software requirements. The project was created for a Computer Science class and guided by their teacher, Mr. Anil Kant.
The document provides details about a salon management project created by team members Patel Vedant V. and Wagh Tejas R. The project aims to create a website that allows customers to schedule appointments online, select services, and helps the salon better manage operations. The system uses PHP and MySQL and follows a waterfall development model. Key modules include services, dashboard, customers, and appointments. Functional requirements include creating staff and customer profiles while maintaining appointments, services, and resources.
The document describes a project report on an Employee Management System created by a student named Vishal Kumar. It includes an introduction describing the project, objectives, proposed system, and phases of the system development life cycle used to create the software. The project uses SDLC methodology and includes phases for initiation, concept development, planning, design, implementation, testing, and maintenance.
This document describes a ration management system created by students. The system allows users to create grocery lists, add items to lists, track total expenses, and scan barcodes to view product information. It was developed using Android Studio, SQLite database, and Java. The system aims to help users better manage their grocery shopping and stock. Future work could include adding more list modification features and notifications.
This document contains a project report on a Railway Reservation System created by four students. It includes an introduction describing the system, objectives of the project, proposed system details, system development life cycle phases, flow charts, source code, outputs, and hardware/software requirements. The report has sections for acknowledgements, introduction, objectives, proposed system, SDLC phases including initiation, concept development, planning, requirements analysis, design, development, integration and testing, implementation, and operations/maintenance. It includes tables, source code files and outputs from the reservation system program.
This document describes a student financial service system project for a university. The system will allow students to access financial services like depositing money, applying for loans, and make payments for fees and other services online. Key features include creating bank accounts, depositing and withdrawing funds, applying and processing loans, accessing the library, and ordering food online. The system aims to streamline financial processes for students and ensure timely billing and collections. Non-functional requirements around performance, security, portability and maintainability are also specified. Use case diagrams show interactions between students, managers, library staff and the system for admission, financial, and payment processes.
This document is a project report on a Library Management System created by Mahdeep Bisht and Himanshu Dumaga for their class XII computer science project. The report includes an introduction describing the project, objectives of creating a software for library management, a proposed system describing how such a system would work, phases of the system development life cycle used to create the project including planning, analysis, design, implementation, testing and deployment. It also includes contents, acknowledgements and screenshots of the output of the library management software created.
IRJET- Online Income and Expense TrackerIRJET Journal
The document proposes an online income and expense tracker application to help users manage their finances. The proposed system allows users to record income and expenses, view categorized reports, and get notified if expenses exceed budgets. It aims to address limitations of manual tracking with spreadsheets by providing an integrated online platform. The system was developed using PHP and allows users to log in, enter transaction details, view graphs of spending over time, and receive monthly expense summaries via email. An evaluation found the application more efficient than other trackers in avoiding manual calculations and providing reminders to help users monitor finances.
Nine keys to successful delegation in Project Managementmrinalsingh385
The document discusses the benefits of using an IT methodology for project management. It states that an IT methodology provides:
1) A repeatable organizational process for developing and supporting products and applications consistently and on time/budget.
2) Consistency in delivering applications through established roles, responsibilities, plans, and deliverables.
3) Optimized communication across project stakeholders, business users, and IT teams through clear understanding of the project methodology.
4) Mechanisms for senior management to govern IT resources and prioritize applications based on business needs.
Software Requirements Specification on Student Information System (SRS on SIS)Minhas Kamal
The document summarizes the inception phase of requirements engineering for developing a Student Information System for the Institute of Information Technology at the University of Dhaka. Key activities in the inception phase included identifying stakeholders such as students, faculty, administrators and alumni; eliciting their requirements through discussions; identifying common and conflicting requirements; and prioritizing requirements to develop an initial set of requirements for the system.
This document summarizes an industrial training report on developing a Smart Reminder App. The report acknowledges those who provided guidance and support for the project. It then provides background on the company where the training took place, Agile Softech Pvt. Ltd., which develops customized software solutions. The report abstract introduces the Smart Reminder App, which allows patients to set medication alarms and search for doctors. Finally, the document discusses system analysis conducted for the app, including identifying user needs, feasibility analysis, and technical requirements.
The document provides a template and structure for student innovation internship programs at UNSW. It outlines existing programs that can serve as examples, such as the IT Hero Program. The proposed internships would focus on project management and giving students experience. A multi-step process for managing projects is described, including creating terms of reference, planning with tools like brainstorming and charts, and providing updates. The goal is for students to gain skills while benefiting the university with new ideas.
The document provides details about an online charity management system project. It acknowledges the guidance received from professors. It includes an abstract that describes the system as facilitating online donations, gift selection, tax implications, and gift delivery. It discusses the system having three modules. It also includes a SWOT analysis, feasibility analysis covering technical, economic, operational, legal and schedule aspects, and overview of the software development life cycle and agile model being suitable. It shows data flow diagrams and class diagram for the system.
Sagar Shantaram Bodage is seeking new challenges to showcase his abilities in application/production support. He has over 3 years of experience as a Level 1 Production Support Analyst for HSBC, supporting 12 regulatory compliance and global standards applications. His responsibilities include incident management, application monitoring, server health checks, ticket management, and knowledge base updates. He has technical skills in Unix, MySQL, Sybase ASE, Java, Windows, Oracle SQL Developer and more. He holds an ITIL v3 Foundation certification and has a MSc in Computer Science.
This document describes a mobile application called "My Expenses" that was developed to help users track their income and expenses. The application allows users to record daily expenses and income. It categorizes expenses and generates reports showing a user's category-wise spending breakdown. The application was created using Android Studio and SQLite database to allow users to easily track their finances on their mobile device without internet access. It aims to provide a more efficient alternative to manually tracking expenses with tools like spreadsheets.
This document provides an overview and summary of a project report for a password manager application. The project aims to develop a graphical user interface application that allows users to store login credentials for various websites and applications. It will feature functionality to add, update, and remove login details, as well as generate secure random passwords. The report outlines the objectives, analysis, design, and testing approach for the project. It describes the features and benefits of a password manager, as well as the tools and technologies that will be used such as Python, Tkinter for the GUI, and a MySQL database.
The document discusses requirements for a new IT system for Children Support Agency (CSA). It recommends the DSDM Atern methodology as it supports active user involvement and frequent delivery of products. High-level requirements are identified, such as collecting data accurately and securely. Requirements are prioritized using MoSCoW rules, with collecting data and producing management reports as "Must Haves". The document also discusses legal, social and ethical issues for CSA to consider, such as privacy laws, and the need for a data controller to manage authorization and security. Codes of conduct for developers around security, business perspectives and patient safety are also proposed.
Social Sustainability Toolkit: Inclusive Design - Sensory Therapy GardensBenBeckers
The document provides guidance on inclusive design for capital build projects through a Social Sustainability Toolkit. The Toolkit aims to integrate equality and diversity within the planning and design process. It contains a Crib Sheet with questions to consider at different stages of design and construction to ensure inclusive design. It also provides templates for Access Statements to record information on inclusive design aspects at each stage. The overall goal is to help projects meet legal obligations and inclusive design best practices to create accessible and high quality built environments that can be enjoyed by all.
This document provides a summary of Tarunpreet Singh's 6-month industrial training project at Aviox Technology Pvt Ltd from January 2022 to June 2022. The project involved developing a Real Estate Management System using the Django framework. Key features included user registration/login, property search functionality, and an admin dashboard. The project utilized HTML, CSS, JavaScript, and a SQLite3 database. The training helped Tarunpreet Singh gain experience in software development lifecycles, technologies like Python and Django, and project implementation.
This directive was sent to the members of a Montana governGrazynaBroyles24
This document is a directive from the director of a Montana government department sent to members of that department. It addresses violations of the state's travel policy, providing examples of employees choosing more expensive flight and transportation options and receiving reimbursements improperly. The director describes these as "serious breaches of public ethics" and hopes to avoid addressing this issue again in the future.
This document summarizes Vinayak S. Hajare's internship report on data management in the construction industry at Ashiana Housing Ltd. from May 17th to July 17th. It provides an overview of Ashiana Housing, including their vision, mission, core values and achievements. It then describes the organization's structure and Vinayak's scope of work analyzing construction industry data. The report involves collecting, segmenting, and assigning nomenclature to various types of data like electrical wiring specifications to improve data management practices in the construction field.
The document describes a project report on an Employee Management System created by a student named Vishal Kumar. It includes an introduction describing the project, objectives, proposed system, and phases of the system development life cycle used to create the software. The project uses SDLC methodology and includes phases for initiation, concept development, planning, design, implementation, testing, and maintenance.
This document describes a ration management system created by students. The system allows users to create grocery lists, add items to lists, track total expenses, and scan barcodes to view product information. It was developed using Android Studio, SQLite database, and Java. The system aims to help users better manage their grocery shopping and stock. Future work could include adding more list modification features and notifications.
This document contains a project report on a Railway Reservation System created by four students. It includes an introduction describing the system, objectives of the project, proposed system details, system development life cycle phases, flow charts, source code, outputs, and hardware/software requirements. The report has sections for acknowledgements, introduction, objectives, proposed system, SDLC phases including initiation, concept development, planning, requirements analysis, design, development, integration and testing, implementation, and operations/maintenance. It includes tables, source code files and outputs from the reservation system program.
This document describes a student financial service system project for a university. The system will allow students to access financial services like depositing money, applying for loans, and make payments for fees and other services online. Key features include creating bank accounts, depositing and withdrawing funds, applying and processing loans, accessing the library, and ordering food online. The system aims to streamline financial processes for students and ensure timely billing and collections. Non-functional requirements around performance, security, portability and maintainability are also specified. Use case diagrams show interactions between students, managers, library staff and the system for admission, financial, and payment processes.
This document is a project report on a Library Management System created by Mahdeep Bisht and Himanshu Dumaga for their class XII computer science project. The report includes an introduction describing the project, objectives of creating a software for library management, a proposed system describing how such a system would work, phases of the system development life cycle used to create the project including planning, analysis, design, implementation, testing and deployment. It also includes contents, acknowledgements and screenshots of the output of the library management software created.
IRJET- Online Income and Expense TrackerIRJET Journal
The document proposes an online income and expense tracker application to help users manage their finances. The proposed system allows users to record income and expenses, view categorized reports, and get notified if expenses exceed budgets. It aims to address limitations of manual tracking with spreadsheets by providing an integrated online platform. The system was developed using PHP and allows users to log in, enter transaction details, view graphs of spending over time, and receive monthly expense summaries via email. An evaluation found the application more efficient than other trackers in avoiding manual calculations and providing reminders to help users monitor finances.
Nine keys to successful delegation in Project Managementmrinalsingh385
The document discusses the benefits of using an IT methodology for project management. It states that an IT methodology provides:
1) A repeatable organizational process for developing and supporting products and applications consistently and on time/budget.
2) Consistency in delivering applications through established roles, responsibilities, plans, and deliverables.
3) Optimized communication across project stakeholders, business users, and IT teams through clear understanding of the project methodology.
4) Mechanisms for senior management to govern IT resources and prioritize applications based on business needs.
Software Requirements Specification on Student Information System (SRS on SIS)Minhas Kamal
The document summarizes the inception phase of requirements engineering for developing a Student Information System for the Institute of Information Technology at the University of Dhaka. Key activities in the inception phase included identifying stakeholders such as students, faculty, administrators and alumni; eliciting their requirements through discussions; identifying common and conflicting requirements; and prioritizing requirements to develop an initial set of requirements for the system.
This document summarizes an industrial training report on developing a Smart Reminder App. The report acknowledges those who provided guidance and support for the project. It then provides background on the company where the training took place, Agile Softech Pvt. Ltd., which develops customized software solutions. The report abstract introduces the Smart Reminder App, which allows patients to set medication alarms and search for doctors. Finally, the document discusses system analysis conducted for the app, including identifying user needs, feasibility analysis, and technical requirements.
The document provides a template and structure for student innovation internship programs at UNSW. It outlines existing programs that can serve as examples, such as the IT Hero Program. The proposed internships would focus on project management and giving students experience. A multi-step process for managing projects is described, including creating terms of reference, planning with tools like brainstorming and charts, and providing updates. The goal is for students to gain skills while benefiting the university with new ideas.
The document provides details about an online charity management system project. It acknowledges the guidance received from professors. It includes an abstract that describes the system as facilitating online donations, gift selection, tax implications, and gift delivery. It discusses the system having three modules. It also includes a SWOT analysis, feasibility analysis covering technical, economic, operational, legal and schedule aspects, and overview of the software development life cycle and agile model being suitable. It shows data flow diagrams and class diagram for the system.
Sagar Shantaram Bodage is seeking new challenges to showcase his abilities in application/production support. He has over 3 years of experience as a Level 1 Production Support Analyst for HSBC, supporting 12 regulatory compliance and global standards applications. His responsibilities include incident management, application monitoring, server health checks, ticket management, and knowledge base updates. He has technical skills in Unix, MySQL, Sybase ASE, Java, Windows, Oracle SQL Developer and more. He holds an ITIL v3 Foundation certification and has a MSc in Computer Science.
This document describes a mobile application called "My Expenses" that was developed to help users track their income and expenses. The application allows users to record daily expenses and income. It categorizes expenses and generates reports showing a user's category-wise spending breakdown. The application was created using Android Studio and SQLite database to allow users to easily track their finances on their mobile device without internet access. It aims to provide a more efficient alternative to manually tracking expenses with tools like spreadsheets.
This document provides an overview and summary of a project report for a password manager application. The project aims to develop a graphical user interface application that allows users to store login credentials for various websites and applications. It will feature functionality to add, update, and remove login details, as well as generate secure random passwords. The report outlines the objectives, analysis, design, and testing approach for the project. It describes the features and benefits of a password manager, as well as the tools and technologies that will be used such as Python, Tkinter for the GUI, and a MySQL database.
The document discusses requirements for a new IT system for Children Support Agency (CSA). It recommends the DSDM Atern methodology as it supports active user involvement and frequent delivery of products. High-level requirements are identified, such as collecting data accurately and securely. Requirements are prioritized using MoSCoW rules, with collecting data and producing management reports as "Must Haves". The document also discusses legal, social and ethical issues for CSA to consider, such as privacy laws, and the need for a data controller to manage authorization and security. Codes of conduct for developers around security, business perspectives and patient safety are also proposed.
Social Sustainability Toolkit: Inclusive Design - Sensory Therapy GardensBenBeckers
The document provides guidance on inclusive design for capital build projects through a Social Sustainability Toolkit. The Toolkit aims to integrate equality and diversity within the planning and design process. It contains a Crib Sheet with questions to consider at different stages of design and construction to ensure inclusive design. It also provides templates for Access Statements to record information on inclusive design aspects at each stage. The overall goal is to help projects meet legal obligations and inclusive design best practices to create accessible and high quality built environments that can be enjoyed by all.
This document provides a summary of Tarunpreet Singh's 6-month industrial training project at Aviox Technology Pvt Ltd from January 2022 to June 2022. The project involved developing a Real Estate Management System using the Django framework. Key features included user registration/login, property search functionality, and an admin dashboard. The project utilized HTML, CSS, JavaScript, and a SQLite3 database. The training helped Tarunpreet Singh gain experience in software development lifecycles, technologies like Python and Django, and project implementation.
This directive was sent to the members of a Montana governGrazynaBroyles24
This document is a directive from the director of a Montana government department sent to members of that department. It addresses violations of the state's travel policy, providing examples of employees choosing more expensive flight and transportation options and receiving reimbursements improperly. The director describes these as "serious breaches of public ethics" and hopes to avoid addressing this issue again in the future.
This document summarizes Vinayak S. Hajare's internship report on data management in the construction industry at Ashiana Housing Ltd. from May 17th to July 17th. It provides an overview of Ashiana Housing, including their vision, mission, core values and achievements. It then describes the organization's structure and Vinayak's scope of work analyzing construction industry data. The report involves collecting, segmenting, and assigning nomenclature to various types of data like electrical wiring specifications to improve data management practices in the construction field.
CRYPTOCURRENCY REVOLUTIONIZING THE FINANCIAL LANDSCAPE AND SHAPING THE FUTURE...itsfaizankhan091
Cryptocurrency, a digital or virtual form of currency that uses cryptography for security, has revolutionized the financial landscape. Originating with Bitcoin's inception in 2009 by the pseudonymous Satoshi Nakamoto, cryptocurrencies have grown from niche curiosities to mainstream financial instruments, reshaping how we think about money, transactions, and the global economy.
The birth of Bitcoin marked the beginning of the cryptocurrency era. Unlike traditional currencies issued by governments and controlled by central banks, Bitcoin operates on a decentralized network using blockchain technology. This technology ensures transparency, security, and immutability of transactions, fundamentally challenging the centralized financial systems that have dominated for centuries.
Bitcoin was conceived as a peer-to-peer electronic cash system, aimed at providing an alternative to the traditional banking system plagued by inefficiencies, high fees, and lack of transparency. The underlying blockchain technology, a distributed ledger maintained by a network of nodes, ensures that every transaction is recorded and cannot be altered, thus providing a secure and transparent financial system.
June 20, 2024
CRYPTOCURRENCY: REVOLUTIONIZING THE FINANCIAL LANDSCAPE AND SHAPING THE FUTURE
Cryptocurrency: Revolutionizing the Financial Landscape and Shaping the Future
Cryptocurrency, a digital or virtual form of currency that uses cryptography for security, has revolutionized the financial landscape. Originating with Bitcoin's inception in 2009 by the pseudonymous Satoshi Nakamoto, cryptocurrencies have grown from niche curiosities to mainstream financial instruments, reshaping how we think about money, transactions, and the global economy.
#### The Genesis of Cryptocurrency
The birth of Bitcoin marked the beginning of the cryptocurrency era. Unlike traditional currencies issued by governments and controlled by central banks, Bitcoin operates on a decentralized network using blockchain technology. This technology ensures transparency, security, and immutability of transactions, fundamentally challenging the centralized financial systems that have dominated for centuries.
Bitcoin was conceived as a peer-to-peer electronic cash system, aimed at providing an alternative to the traditional banking system plagued by inefficiencies, high fees, and lack of transparency. The underlying blockchain technology, a distributed ledger maintained by a network of nodes, ensures that every transaction is recorded and cannot be altered, thus providing a secure and transparent financial system.
#### The Proliferation of Altcoins
Following Bitcoin's success, thousands of alternative cryptocurrencies, or altcoins, have emerged. Each of these altcoins aims to improve upon Bitcoin or serve specific purposes within the digital economy. Notable examples include Ethereum, which introduced smart contracts – self-executing contracts with the terms of the agreement
5 Compelling Reasons to Invest in Cryptocurrency NowDaniel
In recent years, cryptocurrencies have emerged as more than just a niche fascination; they have become a transformative force in global finance and technology. Initially propelled by the enigmatic Bitcoin, cryptocurrencies have evolved into a diverse ecosystem of digital assets with the potential to reshape how we perceive and interact with money.
Heather Elizabeth HamoodHeather Elizabeth Hamoodheatherhamood
Heather Hamood is a Licensed Physician who enjoys playing the Violin in her spare time. In addition to helping people as a Doctor, she loves to share her passion for the violin.
1. "Net Worth"
A PROJECT REPORT SUBMITTED TO
THE NATIONAL INSTITUTE OF ENGINEERING, MYSURU
(An Autonomous Institute under VTU, Belagavi)
In partial fulfillment of the requirements for Project work (Database Laboratory CS5L02),
fifth semester
Bachelor of Engineering
in
Computer Science and Engineering
Submitted by
Sharath Chandra N (4NI20CS093)
Shiva Sandeep N (4NI20CS097)
Somalinga (4NI20CS106)
Under the Guidance of
Mr.Yogesh M J Mr.Narender M Mr.Suhas S
Assistant Professor Assistant Professor Assistant Professor
DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING
2022-2023
2. DEPARTMENT OF COMPUTER SCIENCE AND ENGINEERING
THE NATIONAL INSTITUTE OF ENGINEERING
CERTIFICATE
This is to certify that the project work entitled “Net Worth” is a work carried out by Sharath
Chandra N (4NI19CS093) ,Shiva Sandeep N (4NI19CS067) and Somalinga (4NI20CS106) in partial
fulfillment for the project work (Database Laboratory – CS5L02), fifth semester, Computer Science &
Engineering, The National Institute of Engineering (Autonomous Institution under Visvesvaraya
Technological University, Belagavi) during the academic year 2022-2023. It is certified that all
corrections and suggestions indicated for the Internal Assessment have been incorporated in the report
deposited in the department library. The project work report has been approved in partial fulfillment as
per academic regulations of The National Institute of Engineering, Mysuru.
Signature of the Internal Guides Signature of the HOD
Dr.
Yuvaraju
B N
Professor
and Head
Dept. of
CS&E
NIE,
Mysuru
Signature of the Examiners with date
4. ACKNOWLEDGEMENTS
The success and the outcome of this project required a lot of guidance and assistance
from many people and we are extremely fortunate to have got this all along with the
completion of project work. We express our profound thanks to Dr. Rohini Nagapadma,
Principal, NIE, Mysuru for her much needed moral support and encouragement. We are
grateful to Dr. Yuvaraju B N, Professor and Head, Dept. of CS&E, NIE for his support
and encouragement in facilitating the progress of this work. We sincerely extend our thanks
to our Project Guides Mr. Yogesh M J, Assistant Professor, Mr. Narender M, Assistant
Professor and Mr. Suhas S, Assistant Professor in the Dept. of CS&E, for their guidance,
technical expertise, encouragement, and timely help in making this project a reality.
We would also like to give credit to the authors of the various resources which
were made available through the Internet for our reference.
Sharath Chandra N - 4NI20CS093
Shiva Sandeep N - 4NI20CS097
Somalinga - 4NI20CS106
5. Table of Contents
Contents Page
Chapter 1 - Introduction ………………………………………………………
1
General Introduction…………………………………………………………………………… 1
Problems………………………………………………………………………………………… 1
Functionalities……………………………………………………………………………………… 2
Advantages……………………………………………………………………………………. 2
Chapter 2 – System Analysis …………………………………………………….
2.1 Existing System …………………………………………………………………….. 3
2.2 Proposed System................................................................................................................. 4
2.3 System Requirements ………………………………………………………………. 5
Chapter 3 – System Design ……………………………………………………… 6
3.1 System Architecture ………………………………………………………………... 6
3.2 E R Diagram ........................................................................................................................ 10
Chapter 4 – System Implementation ...................................................................13
4.1 Implementation.................................................................................................................. 13
4.2 Tools Used for Implementation.......................................................................................... 14
Chapter 5 – System Testing......................................................................................17
Chapter 6 – Result ……………………………………………………….................
28
Conclusion And Future Enhancements ………………………………………. 30
6. Chapter 1
Introduction
Personal finance is the financial management which an individual or a family unit performs
to budget, save, and spend monetary resources over time, taking into account various
financial risks and future life events.
When planning personal finances, the individual would consider the suitability to his or her
needs of a range of banking products (checking, savings accounts, credit cards and consumer
loans) or investment in private equity, (companies' shares, bonds, mutual funds) and
insurance (life insurance, health insurance, disability insurance) products or participation and
monitoring of and- or employer-sponsored retirement plans, social security benefits, and
income tax management.
Problems:
1. Carrying unreasonable debt.
Debt acts as a drag on personal finances. Money going out to service a debt load isn’t
available for saving or investing. But some types of loans are necessary to build
financial security.
2. Spending thoughtlessly instead of thoughtfully.
Most of us spend money on things that are nice to have, but not necessarily wise if
you’re trying to get ahead financially. And, in many cases, there are money-saving
alternatives.
3. Failing to invest.
Saving is helpful, but often insufficient. Inflation erodes the value of money over
time, while investments create the opportunity to outpace it.
4. Going underinsured.
Insurance can potentially fill in the vast gaps that most people can’t afford to cover
themselves: replacing a totaled car, rebuilding a burned home, helping make up for
lost income due to disability or illness, or providing some support when a spouse dies.
7. 5. Not saving for the future.
Saving for the future is about having cash on hand for emergencies and opportunities
that may arise. And, after years of working, we may change our mind about
retirement, or even want to retire early. A consistent savings plan will help make that
choice possible.
Functionalities provided by the Net Worth application
1. The ability to store and track all aspects of one’s net worth in one application. This
includes, financial assets, real estates, liabilities, and their spending.
2. The use of Financial APIs to track some asset prices in real time.
3. The ability to visualize and analyze various aspects of one’s net worth in the form of
graphs, charts, and KPIs (Key Performance Indicators).
4. A simple and intuitive GUI.
5. The ability to sort, filter, add and remove any records of assets instantaneously.
6. Fast and secure method to store one’s financial information.
7. Scales and accommodates relatively large datasets based on system performance.
8. Gives the user a clear idea about their financial well-being.
Advantages for users
● Users get to track all their assets and liabilities in one single application.
● Saves valuable time of the user as they don’t have to check the real time prices of all
their assets on the internet, some can be tracked digitally.
● Eliminates the need to install multiple software, saving space and time.
● Users get a clear picture of their spending and hence can plan to avoid unnecessary
spending.
● Users can get to know their liabilities and keep track of their interest rates.
● Users can get to know their asset value at different locations and hence can plan to
acquire more assets or sell their assets at different locations.
● Helps users to determine whether their past investments were fruitful or not.
8. Chapter 2
System Analysis
Existing System:
There are many applications that are available that track some of our assets and
liabilities. There are also many spending tracking apps. But not all of them are free and most
don’t account our historical assets.
Problems:
1. Budgeting apps are too complicated to manage.
Budgeting apps do some heavy lifting for us, pulling in the numbers from our
financial accounts. But to successfully change financial behaviour, we’re required
to put in work, too. Also, not all budgeting apps account for nuanced details.
2. Budgeting app doesn’t have real-time consequences.
Since many budgeting apps aren’t a presence in real time there’s no immediate
consequence to bar us from making an impulse purchase.
3. Budgeting app doesn’t change financial behavior
Successfully staying within our budget each month requires more than a basic app.
While a budgeting app gives us an overall picture, our own willpower is a necessary
part of the equation.
4. Budgeting app doesn’t hold us accountable.
Only we can hold ourselves accountable. Going in and analyzing what worked and
what didn’t, and making changes to do better next month is a lot to ask of someone who’s
started a new budget or may have trouble keeping a budget.
9. Proposed system
The aim of proposed system is to develop a system of improved facilities. The proposed
system can overcome all the limitations of the existing system.
It's very important to become financially literate in order to make the most of our income and
savings. Financial literacy helps us distinguish between good and bad financial advice and
make financially prudent decisions.
It is all integrated into a single desktop application to make it easier for the end user to
account all aspects of their net worth in one place.
Why go for Net Worth
● It eliminates the need to install various software and saves space and time. It saves
valuable time of the user as they don’t have to check the real time prices of their
assets.
● Users get a clear picture of their spending and hence can plan to avoid unnecessary
spending.
● It has a simple and user friendly interface.
● It saves the time as real time value of financial assets are loaded automatically.
● Users can get to know their liabilities, their interest rates and can plan to get rid of
them.
● It gives an idea of past investments and can get an idea of future investments.
● It scales and accommodates relatively large datasets based on system performance.
Hence, users can store all their data along with their family’s data.
10. System Requirements:
Hardware Requirements
● Intel i5 or any equivalent.
● 4 GB RAM.
● A dual core CPU.
● Dedicated GPU for smoother debugging.
● Operating system is Windows.
● 1920 x 1080p monitor for better viewing experience.
Software Requirements
● .NET UWP C#
● XAML
● Python
● Flask
● Pandas
● Plotly
● yfinance
● Sqlite
Other Requirements:
● High bandwidth internet connection.
11. Chapter 3
System Design
Database design:
The data in the system has to be stored and retrieved from database. Designing the database is
part of system design. Data elements and data structures to be stored have been identified at
analysis stage. They are structured and put together to design the data storage and retrieval
system. A database is a collection of interrelated data stored with minimum redundancy to
serve many users quickly and efficiently. The general objective is to make database access
easy, quick, inexpensive and flexible for the user. Relationships are established between the
data items and unnecessary data items are removed. Normalization is done to get an internal
consistency of data and to have minimum redundancy and maximum stability. This ensures
minimizing data storage required, minimizing chances of data inconsistencies and optimizing
for updates.
Table design:
1. FinancialAssets
This table is used to store the financial assets of the user. Financial Assets include
stocks, mutual funds, crypto currency, gold, etc.
The attributes are AssetID, Category, Name, Shares, OpenDate, CloseDate,
ClosePrice, IsClosed.
12. 2. RealEstates
The table is used to store the real estate value of the user. Real Estate include home,
office, farmland, residential, commercial, industrial, etc.
The attributes are EstateID, EstateName, City, Type, Size, OpenDate, CloseDate,
OpenPrice, ClosePrice.
13. 3. Liabilities
This table is used to store the details of the liabilities of the user. Liabilities include
Liabilities include various kinds of loans like education loan, home loan, car loan,
health insurance.
The attributes are LoanId, LoanName, PrincipalAmount, Interest, OpenDate,
AmountRemaining, CloseDate,
14. 4. Spending
This table is used to track the spending of the user. It includes whether amount is
debited from or credited to the user’s account.
The attributes are TransactionID, Credit, Amount, Purpose, Date.
15. Queries Used:
Query Name/Description Query
AllAssetsDistributionQuery SELECT Category, (Total_Value * 100 /
(SELECT SUM(Total_Value) FROM (SELECT
f.Category, SUM(f.Shares * f.ClosePrice) AS
'Total_Value' FROM FinancialAssets f GROUP
BY f.Category UNION SELECT 'Real Estate' AS
'Category', SUM(r.ClosePrice) AS 'Total_Value'
FROM RealEstates r))) AS 'Percentage' FROM
(SELECT f.Category, SUM(f.Shares *
f.ClosePrice) AS 'Total_Value' FROM
FinancialAssets f GROUP BY f.Category UNION
SELECT 'Real Estate' AS 'Category',
SUM(r.ClosePrice) AS 'Total_Value' FROM
RealEstates r) GROUP BY Category
CityDistributionQuery SELECT DISTINCT(UPPER(City)) AS 'City',
(SUM(ClosePrice) * 100 / (SELECT
SUM(ClosePrice) FROM RealEstates)) AS
'Percentage' FROM RealEstates GROUP BY City
CreateFinancialAssetsTableComman
d
CREATE TABLE IF NOT EXISTS
FinancialAssets (AssetID TEXT, Category TEXT
NOT NULL, Name TEXT NOT NULL, Shares
INTEGER NOT NULL, OpenDate TEXT NOT
NULL, OpenPrice REAL NOT NULL, CloseDate
TEXT NOT NULL, ClosePrice REAL NOT
NULL, IsClosed INTEGER NOT NULL,
PRIMARY KEY(AssetID))
CreateLiabilitiesTableCommand CREATE TABLE IF NOT EXISTS
Liabilities(LoanID TEXT, LoanName TEXT NOT
NULL, PrincipleAmount REAL NOT NULL,
Interest REAL NOT NULL, OpenDate TEXT
NOT NULL, AmountRemaining REAL NOT
16. NULL, CloseDate TEXT NOT NULL, PRIMARY
KEY(LoanID))
CreateRealEstatesTableCommand CREATE TABLE IF NOT EXISTS
RealEstates(EstateID TEXT, EstateName TEXT
NOT NULL, City TEXT NOT NULL, Type
TEXT NOT NULL, Size REAL NOT NULL,
OpenDate TEXT NOT NULL, OpenPrice REAL
NOT NULL, CloseDate TEXT NOT NULL,
ClosePrice REAL NOT NULL, IsClosed
INTEGER NOT NULL, PRIMARY
KEY(EstateID))
CreateSpendingTableCommand CREATE TABLE IF NOT EXISTS
Spending(TransactionID TEXT, Credit TEXT
NOT NULL, Amount REAL NOT NULL, Purpose
TEXT NOT NULL, Date TEXT NOT NULL,
PRIMARY KEY(TransactionID))
CreditDebitDistributionQuery SELECT Credit, (SUM(Amount) * 100 / (Select
SUM(Amount) from Spending)) AS 'Percentage'
FROM Spending GROUP BY Credit
EstateDistributionQuery SELECT EstateName, (ClosePrice * 100 /
(SELECT SUM(ClosePrice) FROM RealEstates))
AS 'Percentage' FROM RealEstates
EstateUnitValueQuery SELECT EstateName, (ClosePrice / Size) AS
'Price per Unit Area' from RealEstates
LoanBarChartQuery SELECT LoanName, Interest, AmountRemaining
from Liabilities
LoanTypeDistributionQuery SELECT DISTINCT(UPPER(LoanName)) AS
'Category', (SUM(AmountRemaining) * 100 /
(SELECT SUM(AmountRemaining) FROM
Liabilities)) AS 'Percentage' FROM Liabilities
GROUP BY LoanName
NetWorthDistributionQuery SELECT Category, (TotalValue * 100 / (SELECT
SUM(TotalValue) FROM (SELECT Category,
17. Total_Value AS 'TotalValue' FROM (SELECT
f.Category, SUM(f.Shares * f.ClosePrice) AS
'Total_Value' FROM FinancialAssets f GROUP
BY f.Category UNION SELECT 'Real Estate' AS
'Category', SUM(r.ClosePrice) AS 'Total_Value'
FROM RealEstates r) GROUP BY Category))) AS
'Percentage' FROM (SELECT Category,
Total_Value AS 'TotalValue' FROM (SELECT
f.Category, SUM(f.Shares * f.ClosePrice) AS
'Total_Value' FROM FinancialAssets f GROUP
BY f.Category UNION SELECT 'Real Estate' AS
'Category', SUM(r.ClosePrice) AS 'Total_Value'
FROM RealEstates r) GROUP BY Category)
GROUP BY Category ORDER BY TotalValue
DESC
NetWorthQuery SELECT Category, Total_Value AS 'TotalValue'
FROM (SELECT Category, Total_Value FROM
(SELECT f.Category, SUM(f.Shares *
f.ClosePrice) AS 'Total_Value' FROM
FinancialAssets f GROUP BY f.Category UNION
SELECT 'Real Estate' AS 'Category',
SUM(r.ClosePrice) AS 'Total_Value' FROM
RealEstates r UNION SELECT 'Liabilities' AS
'Category', SUM(l.AmountRemaining) AS
'Total_Value' FROM Liabilities l) GROUP BY
Category) ORDER BY TotalValue DESC
SpendingDistributionQuery SELECT DISTINCT(UPPER(Purpose)) AS
'Category', (SUM(Amount) * 100 / (SELECT
SUM(Amount) FROM Spending WHERE Credit
!= 'Credit')) AS Percentage FROM Spending
WHERE Credit != 'Credit' GROUP BY Purpose
TotalWorthDistributionQuery SELECT Category, (TotalValue * 100 / (SELECT
SUM(TotalValue) FROM (SELECT Category,
18. Total_Value AS 'TotalValue' FROM (SELECT
f.Category, SUM(f.Shares * f.ClosePrice) AS
'Total_Value' FROM FinancialAssets f GROUP
BY f.Category UNION SELECT 'Real Estate' AS
'Category', SUM(r.ClosePrice) AS 'Total_Value'
FROM RealEstates r UNION SELECT 'Liabilities'
AS 'Category', SUM(l.AmountRemaining) AS
'Total_Value' FROM Liabilities l) GROUP BY
Category))) AS 'Percentage' FROM (SELECT
Category, Total_Value AS 'TotalValue' FROM
(SELECT f.Category, SUM(f.Shares *
f.ClosePrice) AS 'Total_Value' FROM
FinancialAssets f GROUP BY f.Category UNION
SELECT 'Real Estate' AS 'Category',
SUM(r.ClosePrice) AS 'Total_Value' FROM
RealEstates r UNION SELECT 'Liabilities' AS
'Category', SUM(l.AmountRemaining) AS
'Total_Value' FROM Liabilities l) GROUP BY
Category) GROUP BY Category ORDER BY
TotalValue DESC
Query Builder Functions
For updating the row value
20. ER DIAGRAM
Financial Assets:
The entity Financial Assets includes stocks, mutual funds, crypto currency and gold.
These financial assets are non-physical assets whose value is derived from a contractual
claim, such as bank deposits, bonds, and participations in companies' share capital. Financial
assets are usually more liquid than other tangible assets, such as commodities or real estate.
Stocks: A stock, also known as equity, is a security that represents the ownership of a
fraction of the issuing corporation. Units of stock are called "shares" which entitles the owner
to a proportion of the corporation's assets and profits equal to how much stock they own.
Mutual Funds: A mutual fund is a company that pools money from many investors and
invests the money in securities such as stocks, bonds, and short-term debt. The combined
holdings of the mutual fund are known as its portfolio. Investors buy shares in mutual funds.
Each share represents an investor’s part ownership in the fund and the income it generates.
Cryptocurrency: A cryptocurrency is a digital currency, which is an alternative form of
payment created using encryption algorithms. The use of encryption technologies means that
cryptocurrencies function both as a currency and as a virtual accounting system.
21. Real Estate:
The entity Real Estate include home, office, commercial land and farmland.
Real estate is property consisting of land and the buildings on it, along with its natural
resources such as crops, minerals or water; immovable property of this nature; an interest
vested in this (also) an item of real property, (more generally) buildings or housing in
general. In terms of law, real is in relation to land property and is different from personal
property while estate means the "interest" a person has in that land property.
Some attributes are EstateId, EstateName, Type, City, OpendDate, CloseDate, OpenPrice,
ClosePrice.
Spending:
The entity Spending is used to track the spending of the user. It helps us determine whether
amount is debited or credited into the user’s account.
It has attributes such as TransactionId, Credit, Amount, Purpose, Date.
Liabilities:
A liability is something a person or company owes, usually a sum of money. Liabilities are
settled over time through the transfer of economic benefits including money, goods, or
services.
Liabilities include various kinds of loans like education loan, home loan, car loan, health
insurance.
The attributes are LoanId, LoanName, PrincipalAmount, Interest, OpenDate,
AmountRemaining, CloseDate
22. Chapter 4
System Implementation
Implementation:
This system, “Net Worth” has been developed using SQLLITE, which provides the
database support, python for back-end support along with C# and XAML for the front-end
development.
Database:
The core of our project is the database, which is implemented using SQLLITE. It is a
database engine written in C language. With the help of SQLLITE concepts like DDL
(Data Definition Language), and DML (Data Manipulation Language) we have
implemented the database. The database contains different tables like financial assets,
liabilities, real estates and spending. The tables have different primary key constraints,
which is useful in maintaining the dependency between various tables. The relational
database systems usually consist of three levels namely, External level, Conceptual level,
and internal level.
External Level:
It is also called “view level” because several users can view their desired data from this
level which is internally fetched from database with the help of conceptual and internal
level mapping. The user doesn’t need to know the database schema details such as data
structure, table definition etc. user is only concerned about data which is returned to the
view level after it has been fetched from database (present at the internal level) thus
providing effective abstraction. External level is the “top level” of the three level DBMS
architecture.
Conceptual Level:
It is also called “logical level”. The whole design of the database such as relationship
among data, schema of data etc. are described in this level. Database constraints and
security are also implemented in this level of architecture. This level is maintained by
DBA (database administrator). This level is not accessed by the end user, and he/she does
not need to understand the functionalities from this level.
23. Internal level:
This level is also known as physical level. This level describes how the data is stored in
the storage devices. This level is also responsible for allocating space to the data. This is
the lowest level of the three-tier DBMS architecture.
Three schema architecture of DBMS
Tools used for Implementation:
1. .NET UWP C#
C# (pronounced see sharp) is a general-purpose, high-level multi-paradigm
programming language. C# encompasses static typing, strong typing, functional,
generic, object-oriented (class-based), and component-oriented programming
disciplines.
C# is an object-oriented, component-oriented programming language. C# provides
language constructs to directly support these concepts, making it a natural language in
which to create and use software components. Since its origin, C# has added features
to support new workloads and emerging software design practices. At its core, C# is an
object-oriented language. We define types and their behaviour.
24. C# was created by Microsoft for Microsoft, so it’s easy to see why it’s most popularly
used for the development of Windows desktop applications. C# applications require the
Windows .NET framework in order to function at their best, so the strongest use case
for this language is developing applications and programs that are specific to the
architecture of the Microsoft platform.
2. XAML
Extensible Application Markup Language (XAML) is a declarative XML-based
language that Microsoft developed for initializing structured values and objects. It is
available under Microsoft's Open Specification Promise.
XAML is used extensively in Windows Presentation Foundation (WPF), Silverlight,
Workflow Foundation (WF), Windows UI Library (WinUI) and Universal Windows
Platform (UWP). In WPF and UWP, XAML is a user interface markup language to
define UI elements, data binding, and events. In WF, however, XAML defines
workflow
Anything that is created or implemented in XAML can be expressed using a more traditional
.NET language, such as C# or Visual Basic .NET. However, a key aspect of the technology is
the reduced complexity needed for tools to process XAML, because it is based on XML.
3. PYTHON
Python is a high-level, general-purpose programming language. Its design philosophy
emphasizes code readability with the use of significant indentation.
Python is dynamically-typed and garbage-collected. It supports multiple programming
paradigms, including structured (particularly procedural), object-oriented and
functional programming. It is often described as a "batteries included" language due to
its comprehensive standard library.
25. ● Python is Interpreted − Python is processed at runtime by the interpreter. We do not
need to compile your program before executing it. This is similar to PERL and PHP.
● Python is Interactive − We can actually sit at a Python prompt and interact with the
interpreter directly to write your programs.
● Python is Object-Oriented − Python supports Object-Oriented style or technique of
programming that encapsulates code within objects.
● Python is a Beginner's Language − Python is a great language for the beginner-level
programmers and supports the development of a wide range of applications from
simple text processing to WWW browsers to games.
4. FLASK
Flask is a micro web framework written in Python. It is classified as a micro framework
because it does not require particular tools or libraries. It has no database abstraction
layer, form validation, or any other components where pre-existing third-party libraries
provide common functions. However, Flask supports extensions that can add
application features as if they were implemented in Flask itself. Extensions exist for
object-relational mappers, form validation, and upload handling, various open
authentication technologies and several common framework related tools.
5. SQLite
SQLite is an in-process library that implements a self-contained, server less, zero-
configuration, transactional SQL database engine. The code for SQLite is in the public
domain and is thus free for use for any purpose, commercial or private. SQLite is the
most widely deployed database in the world with more applications than we can count,
including several high-profile projects.
6. PANDAS
● Pandas is a Python library. It is used to analyze data.
● Pandas is a Python library used for working with data sets.
● It has functions for analyzing, cleaning, exploring, and manipulating data.
● Pandas allows us to analyze big data and make conclusions based on statistical theories.
26. ● Pandas can clean messy data sets, and make them readable and relevant.
7. PLOTLY
Plotly is a technical computing company headquartered in Montreal, Quebec, that develops
online data analytics and visualization tools. Plotly provides online graphing, analytics, and
statistics tools for individuals and collaboration, as well as scientific graphing libraries for
Python, R, MATLAB, Perl, Julia, Arduino, and REST.
The Plotly Python library is an interactive open-source library. This can be a very helpful tool
for data visualization and understanding the data simply and easily. Plotly graph objects are a
high-level interface to plotly which are easy to use. It can plot various types of graphs and
charts like scatter plots, line charts, bar charts, box plots, histograms, pie charts, etc.
● Plotly has hover tool capabilities that allow us to detect any outliers or anomalies in a
large number of data points.
● It is visually attractive that can be accepted by a wide range of audiences.
● It allows us for the endless customization of our graphs that makes our plot more
meaningful and understandable for others.
27. Chapter 5
System Testing
All functions of the software were tested rigorously and for practical use case scenarios to
ensure that the software operated properly in all conditions and was able to handle errors.
The first page is the Financial Assets Page. Here, the user can enter all their financial assets
like Stocks/ETFs, mutual funds, gold, forex, and crypto currency. Stock prices can be tracked
using data from Yahoo Finance. All the user has to do is enter the valid information and the
prices are loaded using Update Open Prices and Update Close Prices button.
This is the Real Estates page. Users have to enter their property/estate details like Estate
Name,City,Type of the Estate, Size of their Estate, Open Price, Open Date, Close Price, close
date.
Here we have used Sq.feet as the standard unit of Estate Size.
28. This is the Liabilities page. Users have to enter the data about their liabilities. It includes
Loan Name/Type, Principal Amount, Rate of Interest, Amount Remainig, Open date, Close
Date.
29. This is the Spending page. User have to enter credit ,amount, purpose and date.
30. Chapter 6
Results
Financial Assets Page:
Here user has to enter the Asset Category and Name. As shown in the figure, if an user
entered the AssetName, Shares,Open Date and Close Date, the system fetches the OpenPrice
and Closed price of the Assets. User can get to know the value of his assets when he/she has
brought them and their current value. Users get an idea of their past investments and whether
their investments were fruitful or not.
31. Assets and Real Estate Analysis Page:
This analysis of user’s assets gives a clear picture of user’s assets in terms of percentage of
assets. It helps the users to know their investments share in stocks, gold, mutual funds, crypto
currency and in real estate.
For Real Estate, the system also analyses the user’s estate city distribution and the value of
the estates in various locations.
User’s also get to know about the sharp change in their asset value by bar graphs and other
graphs.
Liabilities Analysis Page:
32. The system analyses the liabilities of the user. Liabilities like home loan, education loan,
health insurance, etc.. It gives the pictorial representation of liabilities with percentage of
total liabilities.
It also gives the analysis of liability vs the interest rate using bar graph representation. User
can plan to decrease these liabilities in future also taking into consideration of the interest
rates. Liabilities with higher interest rates should be taken care first.
Spending Analysis Page:
This page gives the idea of person’s spending percentage in the total earnings and the
distribution of the spending.
First pie chart depicts the percentage of user’s earning which is spent.
Second pie chart depicts the distribution percentage of various spending like rent, groceries,
wifi charges, Electricity bills, water bills and restaurant bills.
33. Net Worth Analysis Page:
This page is used to analyse the total worth of a person and also to an, Cryalyse the total Net
Worth of a person.
First pie chart gives the total worth distribution of a person in the percentage format. Worth
of a person is distributed among Real Estates, Gold, Stocks, Mutual Funds, Crypto Currency
and Liabilities.
Second pie chart analyses the total Net Worth of a person. It also represents results in terms
of percentages.
Total Net Worth of a person is Total Worth subtracted by the liabilities and Spending.
34. Conclusion:
This project proved to be a very interesting challenge for us, and we are glad about the way
this system has turned out. The project would have not reached this state if not for the
perseverance and commitment of our team to the project along with the help we received
along the way. We had to cut down some of the ideas that we had to make the applcation
simple and functional in the time that we had. But we are glad that we have reached this
stage.
In conclusion, Net Worth is an application in which all assets, liabilities, real estates,
spending is integrated into a single desktop application to make it easier for the user to
account all aspects of their Net Worth in one place.
Future Enhancements: