financial-analysis

This application extracts data from an Excel file, calculates financial ratios, communicates with a postgresql database and plots ratio trends over the years based on the saved data.

Structure

• The excel bilan_resultat.xlsx contains two pages. The first contains a balance sheet data and the second, the income statement data.
• The file finance_app.py is the main module to execute.
• The notebook finance.ipynb shows the data extraction process.

Before test

• Ensure you have postgresql install in your machine. Follow this link for installation and configuration
• Ensure you have the following libraries installed:
  • pandas (for data processing)
  • psycopg2 (for database management)
  • matplotlib (for data plotting)
  • tkinter (for graphical interface)
• In the file finance_app.py, update the database connexion info in the function connect_db():

conn = psycopg2.connect(
    dbname="database_name", # ex.:analyse_des_ratios
    user="username", # ex.: postgres
    password="password", 
    host="localhost",
    port="port" # ex.: 5432
)

• Ensure that you have created the database with the correct name mention above

What you will see