PORTFOLIO
MANAGEMENT
SYSTEM
TEAM MEMBERS:
Adi Kindipsigh
Awaskar Mallhi
Reg. No: 221080066 Reg. No: 221080042
Year: 2023-24 Year: 2023-24
Subject: DBMS Subject: DBMS
Guide: Dr. V. B. Nikam Guide: Dr. V. B. Nikam
Team Name: PortfolioManage Team Name: PortfolioManage
Theme: Portfolio Theme: Portfolio Management
Management System System
PROBLEM STATEMENT
The Investment Portfolio Management System addresses
investment management challenges by offering:
User Management: Secure registration, login, and profile
management.
Portfolio Creation and Customization: Tools to create and manage
multiple portfolios.
Transaction Tracking: Seamless recording and tracking of buy/sell
transactions.
Real-Time Data Integration: Access to comprehensive stock
prices, market trends, and company fundamentals.
Analytical Capabilities: In-depth portfolio analysis with interactive
dashboards and visualizations.
Advanced Security: Implementation of encryption and stringent
security measures to protect user data and financial information.
This system provides a sophisticated, user-friendly platform for
efficient and informed investment management.
DATA MODEL
DATABASE DESIGN
NORMALISATION
PortfolioManage database is in the Third Normal Form (3NF) due to the
following reasons:
Elimination of Partial Dependencies: Attributes in each table are
dependent only on the primary key, not on any subset of it. This
means your tables have already satisfied the Second Normal Form
(2NF), where no non-prime attribute is dependent on a part of a
composite key.
Elimination of Transitive Dependencies: Attributes in each table
depend directly on the primary key and not on other non-key
attributes. This ensures that the changes in non-key attributes do
not affect other non-key attributes indirectly, thereby maintaining
the integrity and consistency of data. For example, user details are
stored in the User_table, and portfolio details in the
Portfolio_table, without any overlapping or interdependent data
attributes between these tables.
DATA QUERIES
A Query in DBMS is used to retrieve
or modify data stored in the
database. In simple words, a query
is like a question or a request for
any operation on a particular data
object.
Queries traverse a database and
may retrieve data according to the
requirements specified.
DATA QUERIES
SELECT Query: Used to select all transactions satisfying a specific
condition
INSERT Query: Used to insert a transaction:
DATA QUERIES
UPDATE Query: Used to update specific field of the transaction if
needed.
DELETE Query: Used to delete a transaction from the table.
TRIGGERS
Triggers are special types of
stored procedures that
automatically execute or "fire"
when specific actions occur
within a database. Unlike regular
procedures that require explicit
invocation, triggers operate
transparently in the background.
They are typically used for
enforcing business rules, data
validation, and maintaining data
integrity.
These are some of the triggers
we used for validation.
PROCEDURES
Stored procedures are a
collection of SQL queries and
procedural logic stored as a
program in a database.
They can perform complex
operations and return results to
the client.
Procedures are called by the
client and can take parameters,
perform operations, and
optionally return a result.
These are some of the
procedures we used.
VISUALIZATION
Power BI has revolutionized our approach to
data visualization, offering unparalleled
flexibility and depth in depicting complex
information.
Leveraging its array of customizable charts,
graphs, and interactive dashboards, we've
transformed raw data into compelling visuals
that elucidate trends, patterns, and
opportunities.
From dynamic drill-downs to real-time updates,
Power BI empowers us to communicate insights
effectively, enabling informed decision-making
across our organization.
VISUALIZATION
REPORT GENERATION
Integrating a report generation feature on our
website has streamlined our dissemination of
critical insights.
By enabling users to effortlessly download
reports as PDFs, we've enhanced accessibility
and facilitated seamless sharing of findings.
Whether it's distributing comprehensive
analyses or archiving key metrics, this
functionality underscores our commitment to
delivering actionable intelligence in a
convenient, digestible format.
REPORT GENERATION
THANK YOU
For watching this presentation