PortfolioTracker is an intuitive, single-user application designed for meticulously tracking and analyzing diverse investment portfolios. It supports various investment types, including stocks, ETFs, futures, options, and cryptocurrencies, across multiple accounts and currencies.
- Multiple Asset Types: Track stocks, ETFs, futures, options, and cryptocurrencies.
- Multi-Account Management: Manage investments across different locations and track cash balances in various currencies.
- Transaction Recording: Record both buy and sell actions with details like entry price, date, and location.
- LIFO Accounting: Utilize the Last In First Out method for calculating gains or losses for tax estimates.
- Real-Time Data: Extract financial data in real-time from sources like Google Finance and Kraken.
- User-Friendly Interface: Simple and straightforward interface for easy navigation and usage.
- Multi-Currency Support: Manage and view investments in multiple currencies, with historical net worth calculations in a chosen primary currency.
To set up PortfolioTracker, follow these steps:
- Clone the repository:
git clone https://github.com/pietrosperoni/PortfolioTracker.git
- Navigate to the project directory:
cd PortfolioTracker
- Install required dependencies (ensure you have Conda installed):
conda create --name portfoliotracker_env python=3.11
conda activate portfoliotracker_env
conda env update --file environment.yml
After installing new libraries or making significant changes, export your environment:
conda env export > environment.yml
Remember to activate the portfoliotracker_env environment every time you work on this project. Keep the environment.yml file updated and commit changes to your Git repository.
Describe how users can use the application, including any commands or scripts they need to run.
This project is licensed under the MIT License - see the LICENSE.md file for details.
- Thanks to ChatGPT for helping transform this into a reality.