Portfolio Management System Project in Django with Source Code

June 29, 2021 by adones evangelista

Portfolio Management System Project in Django with Source Code

This Portfolio Management System Project in Django created based on python, Django, and SQLITE3 Database. The Stocks, funds, insurances, and other investments can all be managed with this system. LSTM machine learning method for stock price prediction. Django-based web app for easy user interaction.

A Portfolio Management System in Django is an easy project for beginners to learn how to build a web-based python Django project. We will provide you with the complete source code and database for the python project so that you can easily install it on your machine and learn how to program in Python Django.

Watch the video here to see the Portfolio Management System Project in Django with Source Code

To start creating a Portfolio Management System Project in Python Django, makes sure that you have PyCharm Professional IDE Installed in your computer.

This Portfolio Management System in Django Framework, Also includes a Download Source Code for free, just find the downloadable source code below and click download now.

User Features of Portfolio Management System Project in Django

Register Page – The page where new user created their login credentials for the website.
Login Page – The page where the system administrator enters their system credentials in order to gain access to the system’s administrative side.
Homepage – When customers visit the website, this is the system’s default page.
View Stock – The page on which the user can view their own stock.
Manage Profile – The page on which the user can update their profile

Portfolio Management System in Django Steps on How to Create a Project

Time needed: 5 minutes.

Here’s the step’s on how to create a Portfolio Management System Project in Django with Source Code.

Step 1: Open file.
First , open “pycharm professional” after that click “file” and click “new project“.
Step 2: Choose Django.
Next, after click “new project“, choose “Django” and click.
Step 3: Select file location.
Then, select a file location wherever you want.
Step 4: Create application name.
After that, name your application.
Step 5: Click create.
Lastly, finish creating project by clicking “create” button.
Step 6: Start Coding.
Finally, we will now start adding functionality to our Django Framework by adding some functional codes.

Functionality and Codes of the Portfolio Management System Project in Django with Source Code

Create template for the navigation bar in Portfolio Management System in Django.

In this section, we will learn on how create a templates for the navigation bar. To start with, add the following code in your navbar.html under the folder of /templates/.

<!DOCTYPE html>
<html>
<head>
	<title>Home</title>
	<meta charset="utf-8">
  <meta name="viewport" content="width=device-width, initial-scale=1">
  <link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.0/css/bootstrap.min.css">
  <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>
  <link rel="stylesheet" href="https://use.fontawesome.com/releases/v5.3.1/css/all.css" integrity="sha384-mzrmE5qonljUremFsqc01SB46JvROS7bZs3IO2EmfFsd15uHvIt+Y8vEf7N7fWAU" crossorigin="anonymous">
  <script src="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.0/js/bootstrap.min.js"></script>
  <link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css">
</head>
<body style="background-color: black">
<nav  class="navbar navbar-inverse" style="background-color: green;">
                                <div class="container-fluid">
                                  <div class="navbar-header">
                                    <a class="navbar-brand" style="color:white" href="#">PortFolio Manager</a>
                                  </div>
                                  <ul class="nav navbar-nav ">
                                    <li><a href="{% url 'home' %}"><i class="fas fa-home"></i> Home</a></li>
                                    <li><a href="{% url 'profile' %}"><i class="fas fa-user"></i> Profile</a></li>
                                    <li><a href="{% url 'stock' %}"><i class="fa fa-area-chart"></i> Stock</a></li>
                                    <li ><a href="{% url 'mystock' %}"><i class="fa fa-line-chart"></i> My Stocks</a></li>
                                    <li ><a href="{% url 'know' %}"><i class="fa fa-book"></i> Know</a></li>
                                    <li><a href="{% url 'about' %}"><i class="fa fa-info-circle"></i> About</a></li>
                                    <li ><a href="{% url 'logout' %}"><i class="fa fa-power-off"></i> Logout</a></li>
                                    </ul>

              </nav>
 </body>
  </html>

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<!DOCTYPE html>

<html>

<head>

<title>Home</title>

<meta charset="utf-8">

<meta name="viewport" content="width=device-width, initial-scale=1">

<link rel="stylesheet" href="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.0/css/bootstrap.min.css">

<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>

<link rel="stylesheet" href="https://use.fontawesome.com/releases/v5.3.1/css/all.css" integrity="sha384-mzrmE5qonljUremFsqc01SB46JvROS7bZs3IO2EmfFsd15uHvIt+Y8vEf7N7fWAU" crossorigin="anonymous">

<script src="https://maxcdn.bootstrapcdn.com/bootstrap/3.4.0/js/bootstrap.min.js"></script>

<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/4.7.0/css/font-awesome.min.css">

</head>

<body style="background-color: black">

<nav class="navbar navbar-inverse" style="background-color: green;">

<div class="container-fluid">

<div class="navbar-header">

<a class="navbar-brand" style="color:white" href="#">PortFolio Manager</a>

</div>

<ul class="nav navbar-nav ">

<li><a href="{% url 'home' %}"><i class="fas fa-home"></i> Home</a></li>

<li><a href="{% url 'profile' %}"><i class="fas fa-user"></i> Profile</a></li>

<li><a href="{% url 'stock' %}"><i class="fa fa-area-chart"></i> Stock</a></li>

<li ><a href="{% url 'mystock' %}"><i class="fa fa-line-chart"></i> My Stocks</a></li>

<li ><a href="{% url 'know' %}"><i class="fa fa-book"></i> Know</a></li>

<li><a href="{% url 'about' %}"><i class="fa fa-info-circle"></i> About</a></li>

<li ><a href="{% url 'logout' %}"><i class="fa fa-power-off"></i> Logout</a></li>

</ul>

</nav>

</body>

</html>

Create template for the login form in Portfolio Management System Project in Django.

In this section, we will learn on how create a templates for the login form. To start with, add the following code in your login.html under the folder of /templates/.

{% load static %}
<link href="//maxcdn.bootstrapcdn.com/bootstrap/4.1.1/css/bootstrap.min.css" rel="stylesheet" id="bootstrap-css">
<script src="//maxcdn.bootstrapcdn.com/bootstrap/4.1.1/js/bootstrap.min.js"></script>
<script src="//cdnjs.cloudflare.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>
<!------ Include the above in your HEAD tag ---------->

<!DOCTYPE html>
<html>
    
<head>
	<title>Login Page</title>
	<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.1.3/css/bootstrap.min.css" integrity="sha384-MCw98/SFnGE8fJT3GXwEOngsV7Zt27NXFoaoApmYm81iuXoPkFOJwJ8ERdknLPMO" crossorigin="anonymous">
	<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>
	<link rel="stylesheet" href="https://use.fontawesome.com/releases/v5.6.1/css/all.css" integrity="sha384-gfdkjb5BdAXd+lj+gudLWI+BXq4IuLW5IT+brZEZsLFm++aCMlF1V92rMkPaX4PP" crossorigin="anonymous">
    <link rel="stylesheet" href='/static/design/home_design.css'>
</head>
<!--Coded with love by Mutiullah Samim-->
<body>
	<div class="">
		<div class="d-flex justify-content-center h-100">
			<div class="user_card" style="background-color: blue;">
				<div class="d-flex justify-content-center">
					<div class="brand_logo_container">
						<img src="{% static 'img/bg.png' %}" class="brand_logo" alt="Logo">
					</div>
				</div>
				<div class="d-flex justify-content-center form_container">
					<form action="{% url 'enter' %}" method="POST">{% csrf_token %}
						<p>{{ error }}</p>
						<div class="input-group mb-3">
							<div class="input-group-append">
								<span class="input-group-text"><i class="fas fa-user"></i></span>
							</div>
							<input type="text" name="username" class="form-control input_user" value="" placeholder="username">
						</div>
						<div class="input-group mb-2">
							<div class="input-group-append">
								<span class="input-group-text"><i class="fas fa-key"></i></span>
							</div>
							<input type="password" name="password" class="form-control input_pass" value="" placeholder="password">
						</div>
						<div class="form-group">
							<div class="custom-control custom-checkbox">
								<input type="checkbox" class="custom-control-input" id="customControlInline">
								<label class="custom-control-label" for="customControlInline" style="color: white;">Remember me</label>
							</div>
						</div>
					
				<div class="d-flex justify-content-center mt-3 login_container">
					<input type="submit" value="Login" name="button" class="btn login_btn">
				</div>
			</form>
		</div>
				<div class="mt-4">
					<div class="d-flex justify-content-center links" style="color: white;">
						Don't have an account? <a href="{% url 'signup' %}" class="ml-2" style="color: white;">Sign Up</a>
					</div>
					<div class="d-flex justify-content-center links">
						<a href="#" style="color: white;">Forgot your password?</a>
					</div>
				</div>
			</div>
		</div>
	</div>
</body>
</html>

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{% load static %}

<link href="//maxcdn.bootstrapcdn.com/bootstrap/4.1.1/css/bootstrap.min.css" rel="stylesheet" id="bootstrap-css">

<script src="//maxcdn.bootstrapcdn.com/bootstrap/4.1.1/js/bootstrap.min.js"></script>

<script src="//cdnjs.cloudflare.com/ajax/libs/jquery/3.2.1/jquery.min.js"></script>

<!DOCTYPE html>

<html>

<head>

<title>Login Page</title>

<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.1.3/css/bootstrap.min.css" integrity="sha384-MCw98/SFnGE8fJT3GXwEOngsV7Zt27NXFoaoApmYm81iuXoPkFOJwJ8ERdknLPMO" crossorigin="anonymous">

<script src="https://ajax.googleapis.com/ajax/libs/jquery/3.3.1/jquery.min.js"></script>

<link rel="stylesheet" href="https://use.fontawesome.com/releases/v5.6.1/css/all.css" integrity="sha384-gfdkjb5BdAXd+lj+gudLWI+BXq4IuLW5IT+brZEZsLFm++aCMlF1V92rMkPaX4PP" crossorigin="anonymous">

<link rel="stylesheet" href='/static/design/home_design.css'>

</head>

<body>

<div class="">

<div class="d-flex justify-content-center h-100">

<div class="user_card" style="background-color: blue;">

<div class="d-flex justify-content-center">

<div class="brand_logo_container">

<img src="{% static 'img/bg.png' %}" class="brand_logo" alt="Logo">

</div>

</div>

<div class="d-flex justify-content-center form_container">

<form action="{% url 'enter' %}" method="POST">{% csrf_token %}

<p>{{ error }}</p>

<div class="input-group mb-3">

<div class="input-group-append">

<span class="input-group-text"><i class="fas fa-user"></i></span>

</div>

<input type="text" name="username" class="form-control input_user" value="" placeholder="username">

</div>

<div class="input-group mb-2">

<div class="input-group-append">

<span class="input-group-text"><i class="fas fa-key"></i></span>

</div>

<input type="password" name="password" class="form-control input_pass" value="" placeholder="password">

</div>

<div class="form-group">

<div class="custom-control custom-checkbox">

<input type="checkbox" class="custom-control-input" id="customControlInline">

<label class="custom-control-label" for="customControlInline" style="color: white;">Remember me</label>

</div>

</div>

<div class="d-flex justify-content-center mt-3 login_container">

<input type="submit" value="Login" name="button" class="btn login_btn">

</div>

</form>

</div>

<div class="mt-4">

<div class="d-flex justify-content-center links" style="color: white;">

Don't have an account? <a href="{% url 'signup' %}" class="ml-2" style="color: white;">Sign Up</a>

</div>

<div class="d-flex justify-content-center links">

<a href="#" style="color: white;">Forgot your password?</a>

</div>

</div>

</div>

</div>

</div>

</body>

</html>

Create template for the profile form in Portfolio Management System Project in Django.

In this section, we will learn on how create a templates for the profile form. To start with, add the following code in your profile.html under the folder of /templates/.

{% include "navbar.html" %}
{% for p in st %}
<form action= "{% url 'delete' p.id %}" method="POST" >{% csrf_token%}
      <div class="card">
        <div class="card-body" style="background-color:rgba(186, 216, 218, 0.8);position:relative;padding: 2px; box-shadow: 0 4px 8px 0 rgba(0, 0, 0, 0.2), 0 6px 20px 0 rgba(0, 0, 0, 0.19);width:600px;top: 50%;left: 10%;">
        <h3 class="card-title" style="text-align: center;"><b>{{p.name}}</b></h3><hr>
          <div class="col-md-6">
            <p style="margin-left: 40px;font-size:24px" class="card-text"><strong>open:</strong> {{p.open}}</p>
            <p style="margin-left: 40px;font-size:24px" class="card-text"><strong>high:</strong> {{p.high}}</p>
          </div>
          <div class="col-md-6" style="opacity:0.5" background-color:rgba(186, 216, 218, 0.8)";>
             <p style="margin-left: 40px;font-size:24px" class="card-text"><strong>low:</strong> {{p.low}}</p>
            <p style="margin-left: 40px;font-size:24px" class="card-text"><strong>close:</strong> {{p.close}}</p>
          </div></br>
          <p style="margin-left: 53px;font-size:24px" class="card-text"><strong>Quantity:</strong>
          <input type="number"  required value="{{p.quantity}}" name="qts" min="1" max="10"></p>
          <p style="margin-left: 53px;font-size:24px" class="card-text"><strong>Value:</strong> {{p.close}}</p>
          <input  type="submit" value="delete" class="btn btn-primary" style="font-size:28px;position:relative;left:250px"></br></br>
        </div></br>
      </div>
</form>
{% endfor %}

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{% include "navbar.html" %}

{% for p in st %}

<form action= "{% url 'delete' p.id %}" method="POST" >{% csrf_token%}

<div class="card">

<div class="card-body" style="background-color:rgba(186, 216, 218, 0.8);position:relative;padding: 2px; box-shadow: 0 4px 8px 0 rgba(0, 0, 0, 0.2), 0 6px 20px 0 rgba(0, 0, 0, 0.19);width:600px;top: 50%;left: 10%;">

<h3 class="card-title" style="text-align: center;"><b>{{p.name}}</b></h3><hr>

<div class="col-md-6">

<p style="margin-left: 40px;font-size:24px" class="card-text"><strong>open:</strong> {{p.open}}</p>

<p style="margin-left: 40px;font-size:24px" class="card-text"><strong>high:</strong> {{p.high}}</p>

</div>

<div class="col-md-6" style="opacity:0.5" background-color:rgba(186, 216, 218, 0.8)";>

<p style="margin-left: 40px;font-size:24px" class="card-text"><strong>low:</strong> {{p.low}}</p>

<p style="margin-left: 40px;font-size:24px" class="card-text"><strong>close:</strong> {{p.close}}</p>

</div></br>

<p style="margin-left: 53px;font-size:24px" class="card-text"><strong>Quantity:</strong>

<input type="number" required value="{{p.quantity}}" name="qts" min="1" max="10"></p>

<p style="margin-left: 53px;font-size:24px" class="card-text"><strong>Value:</strong> {{p.close}}</p>

<input type="submit" value="delete" class="btn btn-primary" style="font-size:28px;position:relative;left:250px"></br></br>

</div></br>

</div>

</form>

{% endfor %}

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Downloadable Source Code Below.

Anyway, if you want to level up your programming knowledge, especially python, try this new article I’ve made for you Best Python Projects with source code for Beginners. But If you’re going to focus on web development using Django, you can download here from our list of Best Django Projects with source code based on real-world projects.

How To Run The Portfolio Management System Project in Django?

Step 1: Extract/unzip the file
Step 2: Go inside the project folder, open cmd and type the following commands to install Django Framework and run the webserver:
python manage.py migrate
python manage.py runserver
Step 3: Finally, open the browser and go to http://127.0.0.1:8000/

Summary

In summary, this 2021 Portfolio Management System Project in Django with Source Code can be useful to students or professional who wants to learn python programming language. This project can also be modified to fit your personal requirements. Hope this project will help you to improve your skills. Happy Coding!

Inquiries

If you have any questions or suggestions about Portfolio Management System Project in Django with Source Code, please feel free to leave a comment below.

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