Python package with a CLI to consolidate and analyze your investments (currently only supports mutual funds).
Uses casparser to parse the Consolidated Account Statement (CAS) from CAMS/KARVY to provide portfolio insights.
$ git clone https://github.com/kaushiksk/pyportfolio.git && cd pyportfolio
$ pip install .
PRs are welcome. Once you've cloned your forked repo, run the following from the root directory:
$ pip install -r requirements-dev.txt
$ pre-commit install
This will install all the pre-commit hooks that will ensure formatting and linting sanity before each commit.
$ pip install -e . # Installs development version of the package
The following features are currently supported
- LTCG Tax Harvesting
- Portfolio Summary and Break Up
$ pyportfolio -f path/to/cas-pdf