Portfolio Tracker

Status

Stock Analytics: (Currently only testing in jupyter notebooks)

• Current portfolio dashboard: valuation and breakdown
• Realized and unrealized gains from historic positions (FIFO method)
• Portfolio performance over time and benchmark comparison
• Dividends and Commissions
• Tax calculation on capital gains

To be added at a later stage:

• Compatibility with Google sheets
• Index funds
  • TODO: Possibly create separate tracker for owned index funds from individual stocks
• Crypto assets
• Forex and cash positions

Bugs to be fixed:

• Fetching exchange rates

Setup

1. Clone the repository:

git clone https://github.com/magurh/ML-encryption.git
cd ML-encryption

2. Poetry is used for dependency management. Whenever new dependencies are added, run:

poetry install

To use Jupyter Lab, set the kernel to the fast-updates-monitoring environment created by poetry:

poetry run python -m ipykernel install --user --name=fast-updates-analysis

One can open Jupyter lab using poetry run jupyter lab. For simply activating the virtual environment, run: poetry shell. To add new dependencies, use: poetry add <dependency>.

3. Add your data in the data folder and follow formatting instructions [TBD]. Make sure that all tickers are available through yfinance package -- for instance, VUSA needs to be replaced by VUSA.AS.