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~Portfolio_Tracking_Module~

Content

AI summary

The portfolio tracking module includes various projects, both public and private, with completed tasks related to economics workshops, machine learning, and data analysis. Key portfolio projects for a financial data analyst role feature financial forecasting, liquidity analysis, credit risk prediction, investment optimization, sales analysis, and automated reporting, utilizing tools like Python, SQL, Power BI, and Tableau to enhance financial decision-making and efficiency.

Status

In progress

Team	Project name	Status	Multi-select
Tick	0-Portfolio-wakatime	Not started
Tick	1-Portfolio-MySQL-Journey-Fundamentals-to-Advanced-Mastery Public	Done	MySQLonline
Tick	2-Portfolio-Machine-Learning-Journey-in-Financial-Data-Analysis-	In progress	Machine Learningonline
Tick	3-Portfolio-International-Student-Wellbeing-Analytics-Advanced-SQL-Portfolio Public sql portfolio	In progress	MySQLonline
Tick	4-Portfolio-diamond-price-prediction-mlPublic	Done	Machine Learningonline
Tick	5-Portfolio-SuperStore-Sales-Analysis-and-Prediction-A-Data-Science-Approach	In progress	Machine Learningonline
Tick	6-Portfolio-Stock-Market-Analysis-of-Tech-Giants-Using-Python Public	In progress	Financial Management
Tick	7-Portfolio-YouTube-Comment-Sentiment-Analysis Public	In progress	MySQL
Tick	8-Portfolio-Financial-Data-Analytics-Forecasting-Variance-Analysis	In progress	Financial Management
Tick	9-Portfolio-mutual-fund-features-impact	Not started
Tick	10-Portfolio-Time-Series-Forecasting-with-XGBoost	Not started	Machine Learning
Tick	11-Portfolio-World-Univeristy-Ranking	Not started	Power BiMachine Learning
	12-azuredev-eae7 Private	Not started	Machine Learning
Tick	13-Portfolio-Financial-Data-Analysis-Pipeline	Not started	Financial Management
	14-Portfolio-Customer-Behavior-Marketing-Influence-Prediction	Not started
	15-Portfolio-Deep-CompNet-ML-Salar-Prediction-SHAP-ExplainabilityPublic	Not started	Machine Learning
Online	16-Portfolio-PowerCast-Forecasting-Electricity-Demand Public	Not started
Tick	17-Marketing-Intelligence-A-Predictive-Model-for-Lead-Conversion-	Not started	Machine Learning
Tick	18-Portfolio-EmailAgent Public	Not started
	19-Portfolio-Ollama-Agent Public	Not started
Tick	daily-learning-journey	Not started
Tick	dp-ml	Not started
	Asylum	Not started

Fork Repo

~~Fork1-economics-workshop-dec-2024~~

~~Fork2-stock-markets-analytics-zoomcamp~~

~~Fork3-Machine-Learning-Notebooks-3rd-edition~~

~~Fork4-generative-ai-for-beginners~~

~~Fork5-Machine_Learning-USU~~

~~Fork6-ML-For-Beginners~~

~~Fork7-LLM-workshop-2024~~

~~Fork8-machine-learning-zoomcamp~~

~~Fork9-yfinance~~

~~Fork10-great-tables~~

~~Fork11-Data-Science-For-Beginners~~

~~Fork12-llm-zoomcamp~~

~~Fork13-LLMs-from-scratch~~

~~Fork14-mlbookcamp-code~~

~~Fork15-quantstats~~

~~Fork16-30-Days-Of-Python~~

~~Fork17-Complete-Python-3-Bootcamp~~

~~Fork18-ML-foundations~~

~~Fork19-pydata-book~~

~~Fork20-pandas-workout~~

~~Fork21-NLP-with-LLMs~~

~~Fork22-practical-statistics-for-data-scientists~~

~~Fork23-100-Days-Of-ML-Code~~

~~Fork24-awesome-r-learning-resources~~

~~Fork24-marimo~~

~~Fork25-Python-Project-Based-Learning~~

Private Repo

~~TeslimAdeyanju~~

~~1-Mainclass-Python-Language Private~~

~~2-Mainclass-Mysql Private~~

~~3-Mainclass-LLM~~

~~4-Mainclass-Html~~

5-Advanced Excel

~~6-Mainclass-R-Language~~

~~7-Mainclass-Machine-Learning~~

MyCollaborative Projects

~~1-MyCollabrative-Project-SDS-CP023-diamond-price-predictor~~

~~2-MyCollabrative-Project-SDS-CP026-retail-pulse~~

~~3-MyCollabrative-Project-SDS-CP032-mlpaygrade~~

~~4-MyCollabrative-Project-SDS-CP036-powercast~~

Portfolio Projects for a Financial Data Analyst Role

1. Financial Forecasting & Variance Analysis (Python, SQL, Power BI)

Built a financial forecasting model to predict revenue and expenses using historical data.
Conducted variance analysis to compare budgeted vs. actual financials, identifying key drivers of discrepancies.
Leveraged SQL queries to extract and clean financial data from a relational database.
Created an interactive Power BI dashboard for real-time tracking of financial performance.

2. Treasury & Liquidity Analysis (SQL, Python, Excel)

Developed an automated liquidity monitoring system to track cash flows and working capital trends.
Designed a SQL-based cash flow forecasting tool that improved liquidity planning efficiency.
Applied Python (Pandas & NumPy) for time-series analysis to model future cash reserves.
Utilized Excel for dynamic scenario analysis, stress testing, and funding gap identification.

3. Credit Risk Analysis & Loan Default Prediction (Machine Learning)

Built a classification model using logistic regression & XGBoost to predict loan defaults.
Analyzed customer credit history, income, and financial ratios to determine risk exposure.
Applied feature engineering techniques (one-hot encoding, scaling) for model optimization.
Evaluated model performance using ROC-AUC, precision-recall metrics, and cross-validation.

4. Investment Portfolio Optimization (Python, Monte Carlo Simulation)

Designed an asset allocation model to maximize returns while minimizing risk.
Used Monte Carlo simulations and the Sharpe ratio to optimize a diversified investment portfolio.
Applied Markowitz’s Modern Portfolio Theory (MPT) to determine efficient frontier allocations.
Visualized investment performance trends using Matplotlib & Seaborn.

5. Superstore Sales & Profitability Analysis (SQL, Python, Tableau)

Analyzed transaction-level sales data from a retail superstore to identify profit drivers.
Designed SQL queries to extract KPIs (customer retention, average order value, discount impact).
Used Pandas & Matplotlib for EDA, finding patterns in high-value vs. low-value customers.
Built a Tableau dashboard for executives to monitor profitability trends and growth opportunities.

6. Automated Financial Reporting (Python, Excel, VBA)

Developed a Python script to automate the generation of monthly financial statements.
Integrated Excel VBA macros to streamline reconciliation and data validation tasks.
Created pivot tables and Power Query transformations for structured reporting.
Reduced manual effort in financial reporting by 50%, improving efficiency.