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Portfolio position tracker

Tracks stock, funds, crypto asset portfolio including gains / losses, dividends etc using python. Can track any assets listed on yfinance, investpy and binance

See my Medium post for information on how to use:

Update 24 August 2020

  • Added support for crypto with conversion into AUD, EUR, GBP, USD and ZAR (using Binance API)

Installation

  • Clone the repository and install using pipfile (if using pipenv) or requirements.txt (for other virtual environments)
  • Create two new folders called 'logs' and 'data' under the parent folder (if these do not already exist)
  • If you want to use the crypto pricing functionality, sign up for a Binance account and get the API key / secret and store them in a .env file as follows: BINANCE_API_KEY='{your API Key}' BINANCE_API_SECRET='{your API Secret}'

Known bugs

  • If quantity / price / fees are blank when providing trade data, portfolio calculations do not work as expected (when using Load Portfolio)

##To be built / implemented

  • Add trades section to include dividends
  • dashboard for each stock to include performance over time incl buys, sells, divs; trade history; current position / p&l; overview position / p&l
  • Dashboard for portfolio: change in val over time; overview position / p&l
  • allow hiding certain stocks on portfolio + recalculate position
  • Automate entering trade data?

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Tracker for portfolio of stocks and mutual / managed funds

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