Selected work

04 · Probabilistic portfolio research

AI Tech Market Simulator

A six-month scenario engine for reviewing a fixed AI-technology portfolio through an institutional dashboard lens.

six-month scenario enveloperesearch simulation
BaseBullBear
Role

Portfolio project - scenario engine, risk metrics, visualization, and Streamlit interface.

Context

The MVP uses a fixed portfolio of large-cap AI-technology companies and benchmarks it against SPY and QQQ.

Tools

Python · Streamlit · yfinance · NumPy · pandas · Plotly · Monte Carlo

Executive summary

A Streamlit MVP that assembles market history, transparent event rules, technical indicators, Monte Carlo paths, and portfolio-level risk views without claiming exact price prediction.


Problem

A market research interface needs to make uncertainty legible instead of presenting a single deterministic forecast as fact.

Approach

  1. 01Load six months of OHLCV history with deterministic fallback data when an external market-data request fails.
  2. 02Calculate returns, rolling volatility, moving averages, RSI, MACD, Bollinger Bands, and volume trends.
  3. 03Classify typed event text with transparent positive, negative, mixed, or neutral keyword rules.
  4. 04Generate base, bull, and bear Monte Carlo paths, then summarize value ranges and risk metrics.
02

Data & methodology

Data sources

  • yfinance market data
  • Fixed project portfolio weights
  • Deterministic fallback data for offline resilience

Methods

  • Technical indicators
  • Rule-based event classification
  • Monte Carlo scenario paths
  • Volatility, drawdown, and Sharpe-ratio summaries
Workflow
InputCollectionAnalysisOutput

The project README explicitly frames forecasts as scenarios and not guaranteed outcomes.

Outputs & findings

Key outputs

  • Portfolio overview
  • Candlestick and indicator views
  • Scenario envelope
  • Risk and benchmark charts

What the work demonstrates

  • Delivered an end-to-end research dashboard that makes scenario assumptions visible.
  • Keeps live-data failure from breaking the interface by clearly using deterministic fallback data.

Limitations

  • A probabilistic scenario tool, not a price-prediction engine or investment advice.
  • Version 1 uses transparent keyword rules rather than an LLM or a trained forecasting model.
  • The portfolio is fixed and not optimized for a specific investor.