Trader Assistant is a small script made using python that would allow users to enter the trading data, current stock prices and then get a summary of their current portfolio.
- Load trading data
- Load current stock prices
- Manually enter a new trade
- View trading data
- View current portfolio
- Save trading data
- Quit
This Menu Accepts a csv file as input in the format Ticker, Buy or Sell, Quantity, Cost, Date of Trade
Field | Type |
---|---|
Ticker | String |
Buy Or Sell | Should be either b or s |
Quantity | Integer |
Cost | Float |
Date of Trade | Date in the format yyyy-mm-dd |
This Menu Accepts a json file as input in the format ticker, price
Field | Type |
---|---|
Ticker | String |
Price | Float |
This menu accepts a new trade manually
Ticker
Buy or Sell
Quantity
Cost
Date of Trade
Field | Type |
---|---|
Ticker | String |
Buy Or Sell | Should be either b or s |
Quantity | Integer |
Cost | Float |
Date of Trade | Date in the format yyyy-mm-dd |
This menu displays the trading data according to the input from user
- Find by ticker if ticker value is provided or else get all data
- Sort by date.
Output:
<Date of Trade> <Ticker> <Buy or Sell> <Quantity> for $<Cost>
This menu displays the hodl of stocks for the current user.
Output:
<Ticker> Total units: <Total units> Total value: <Total value>
This menu saves the trading data into a csv file.
The filename is accepted from the user.
The file contents are of the format
<Date of Trade>,<Ticker>,<Buy or Sell>,<Quantity>,<Cost>
This menu will display a thank you message and exit the application.