This project will not be further maintained or developed. Please check out the modern successor: portfolio_rs
A simple command line tool for managing personal financial investment portfolios
Install requirements:
pip install -r requirements.txt
Usage:
./portfolio.py <data.csv>
Example data can be found in example_data.csv
Check your portfolio balance:
================================================================
Name Ticker AC Amount Balance
0 S&P 500 SPY S 2.00 852.08
1 US Treasury 20+yr TLT B 4.00 479.96
2 Commodities GSG C 3.00 70.05
3 Gold GLD G 1.00 180.29
4 Bitcoin BTC-USD CRYPTO 0.01 396.30
5 Cash - CASH 200.00 200.00
Your total balance is: 2178.68EUR
================================================================
Analyze your portfolio:
================================================================
Percentage of stocks: 39.11%
Percentage of bonds: 22.03%
Percentage of commodities: 3.22%
Percentage of gold: 8.28%
Percentage of crypto: 18.19%
Percentage of cash: 9.18%
================================================================
Bonus: GPG Encryption
This tool supports (gpg) encrypted csv files for secure sync between platforms via, e.g., git. Decrypted values are never written to disk.
# you will need a valid gpg key in ~/.gnupg/
./portfolio.py data.gpg
Pro Tip: Use a plugin like vim-gnupg for editing your data file.