Portfolio Tracker

A simple web app to track your stock portfolio. Built with Flask and Python.

Features

• Track your stock holdings
• See real-time stock prices (updates every 30 seconds)
• View detailed charts and technical indicators
• Add target prices (accumulate, trim, exit)
• Track wishlist of stocks you're watching
• Portfolio statistics and performance tracking

Installation

1. Make sure you have Python 3.8 or higher installed

   python3 --version

2. Install dependencies:

   pip3 install -r requirements.txt

3. Run the app:

   python3 app.py

4. Open your browser and go to:

   http://localhost:5001
   

Usage

• Click "Add Holding" to add a stock to your portfolio
• Fill in the ticker symbol, entry price, shares, and other details
• Click on any ticker in the table to see detailed charts and indicators
• Use the wishlist to track stocks you're interested in but haven't bought yet

Technical Stack

• Backend: Flask (Python)
• Database: SQLite
• Stock Data: yfinance API
• Charts: Chart.js
• Styling: CSS (no frameworks, wanted to learn the basics)

Understanding the Indicators

Trend Indicators

• Short: Based on 10-day and 20-day moving averages (for day trading to weeks)
• Med: Based on 20-day and 50-day moving averages (for swing trading)
• Long: Based on 50-day and 200-day moving averages (for position trading)

Buy/Hold/Sell Signals

• Buy (Green): Bullish trends confirmed, RSI not overbought
• Hold (Amber): Mixed signals or neutral conditions
• Sell (Red): Bearish trends or overbought conditions

RSI (Relative Strength Index)

• Below 30: Oversold (potential buy opportunity) - Green background
• 30-70: Neutral range - Amber background
• Above 70: Overbought (potential sell signal) - Red background

MACD

Shows momentum:

• Positive histogram: Bullish momentum
• Negative histogram: Bearish momentum