/portdash

Portfolio Dashboard: Visualize value and returns over time in a stock portfolio

Primary LanguagePythonMIT LicenseMIT

Portfolio Dashboard

Visualize value and returns over time in a stock portfolio

To run

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