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)