Visualize value and returns over time in a stock portfolio
Setup:
source .envrc
pip install -r requirements.txt
PORTDASH_CONF=config_filename.yaml flask db init
PORTDASH_CONF=config_filename.yaml flask db migrate -m 'init'
PORTDASH_CONF=config_filename.yaml flask db upgrade
See migrations/alembic.ini
for logger settings.
Next, fill the database. Start by seeding from your config file.
python portdash/apis/seeding.py -c config_filename.yaml
Read CSVs of transactions and update quotes from Alpha Vantage
python portdash/acemoney.py -c config_filename.yaml --quotes
Run!
PORTDASH_CONF=sample_config.yaml flask run