Customer_Portfolio_Analysis-Wells_Fargo
Based on a Wells Fargo modified database, we analyzed on SQL data from wealthy customers and gave improvement suggestions to sample customers.
The code includes: The most recent 12M**, 18M, 24M (months) return for each of the securities (and for the entire portfolio) The most recent 12M sigma (risk) for each of the securities? Which holdings shoukd the customer sell, which holdings should they buy, securities worth buying.