iPortfolio
A proper portfolio tracker. Featuring historical allocation, cash flows and real returns.
The idea
Building a proper portfolio tracker. Featuring historical allocation, cash flows, real returns and more.
The UX
- Input: Transactions
- Output: Portfolio stats
[In]
| Date | Ticker | Order | Price | Quantity | Fee |
|---|---|---|---|---|---|
| 2019-10-01 | CASH.USD | deposit | 1 | 100000 | 0 |
| 2019-10-12 | AAPL | purchase | 234.52 | 88 | 35 |
| 2019-11-24 | MSFT | purchase | 148.3 | 250 | 25 |
| 2019-12-04 | AAPL | sale | 267.76 | 50 | 20 |
| 2020-01-06 | FB | purchase | 208 | 100 | 10 |
| 2020-01-25 | CASH.USD | withdrawal | 1 | 30000 | 0 |
[Out]
The UI
Interactive web page with Streamlit
Under the Hood
Python 3 with additional packages (leveraging pandas date index feature)
To Do
- Migration to Alpha Vantage
- Handle currencies
- Data validation, hedge cases
- Leverage Python OOP
- UI
Further development
- Portfolio Technicals
- Lots of charts
- Indicators (Sharpe Ratio, Beta, VaR, etc)
- Sector Exposure (stock only)
