A proper portfolio tracker. Featuring historical allocation, cash flows and real returns.

Last update: Aug 13, 2022

Overview

Python Portfolio Analytics

A portfolio tracker featuring account transactions, historical allocation, dividends and splits management and endless performance metrics. ➡️ Go to web app

Input example

Date	Ticker	Order	Price	Quantity	Fee
2019-10-01	CASH.USD	deposit	1	100000	0
2019-10-11	AAPL	purchase	234.52	88	35
2019-11-25	MSFT	purchase	148.3	250	25
2019-12-04	AAPL	sale	262.08	50	20
2020-01-06	FB	purchase	208	100	10
2020-01-25	CASH.USD	withdrawal	1	30000	0

Develop

Test locally in conda environment:

$ git clone https://github.com/simprecicchiani/iPortfolio.git
$ cd iPortfolio
$ conda env create -f .environment.yml
$ conda activate ppa

Alternatively with pip in a virtual environment (python>=3.9):

$ git clone https://github.com/simprecicchiani/iPortfolio.git
$ cd iPortfolio
$ pip install -r requirements.txt

Run the web app locally with

$ streamlit run app/main.py

Open either /tests/yf_test.ipynb (uses Yahoo Finance, slower, support multicurrency) or /tests/av_test.ipynb (requires a free Alpha Vantage API key).

Newest version /tests/pdr_test.ipynb with pandas-datareader.

Built with

Python 3.9 and additional packages (leveraging pandas DatetimeIndex feature)

To Do

Migration to Alpha Vantage
Portfolio builder UI (not available)
Data sanity check (not available)
Portfolio dashboard (early stage)
Multicurrency portfolio (done in yf variant)

Further development

Portfolio Technicals
Lots of charts
Indicators (Sharpe Ratio, Beta, VaR, etc)
Sector Exposure (stocks only)

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Comments

Transactions history csv file example

Hi, thanks for the app. In the app UI, there is an option to drop CSV file with transactions, which looks very comfortable, but could you please provide a sample of what the CSV file should look like? What is the format, schema/columns, values examples. Thanks

opened by kuatroka 2

A proper portfolio tracker. Featuring historical allocation, cash flows and real returns.

Related tags

Overview

Python Portfolio Analytics

Input example

Develop

Built with

To Do

Further development

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Comments

Transactions history csv file example

Owner

Simone Precicchiani

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