TinyPortfolioTracker

Legal note

Yahoo!, Y!Finance, and Yahoo! finance are registered trademarks of Yahoo, Inc.

tinyportfoliotracker is not affiliated, endorsed, or vetted by Yahoo, Inc. It's an open-source tool that uses Yahoo's publicly available APIs, and is intended for research and educational purposes.

You should refer to Yahoo!'s terms of use for details on your rights to use the actual data downloaded.

Note(2)

None of the graphs here are coming from real investments, I just made up some test data in a bogus portfolio on Yahoo!Finance ;)

Introduction

TinyPortfolioTracker is a small set of libraries that lets you track your portfolio performance by simply exporting your portfolio that you find here by clicking on the top right corner "Export" button.

It retrieves Yahoo!Finance data using pandas-datareader and tries to keep things small and simple offering a pythonic interface to interacting with your portfolio.

Basic Usage

If you don't have special needs:

1. clone the git repo
2. install dependencies
3. download the CSV of your portfolio
4. and run the script.

git clone https://github.com/stezz/tinyportfoliotracker.git
cd tinyportfoliotracker
pipenv shell
pipenv install
python yportfolio.py your_csv_file

Advanced Usage

Import the needed classes from yportfolio module and load your positions from the CSV file you exported:

from yportfolio import YahooCsv, Position, Portfolio

positions = YahooCsv("your_quotes.csv").load()
portfolio = Portfolio(positions)

Positions

You will have positions which is a simple list containing all your positions, with their historical prices.

In [6]: positions
Out[6]: {'AAPL': Position(AAPL), 'GOOG': Position(GOOG), 'MSFT': Position(MSFT)}

You can interact with each of these, discovering their current price, how much you have invested in them and how many shares you own. Most importantly you can plot the Profit/Loss (position.plot_profit_loss())

...and their Value graph (position.plot_value()).

Portfolio

You will also have access to the aggregate portfolio value (portfolio.current_value) and its allocation among the different positions (portfolio.allocation). And as you do with each position you will have a chance to plot the Profit/Loss (portfolio.plot_profit_loss())

and its Value graph (portfolio.plot_value()).

and the combined profit/loss graph of all positions (portfolio.plot_all_positions())

Lastly also a handy function to calculate a monthly report of your portfolio:

In [7]: portfolio.monthly_report()
2021-08-31 2.37
2021-09-30 -5.70
2021-10-31 7.52
2021-11-30 8.65
2021-12-31 12.19
2022-01-31 6.24

Caveats

• This was a quick exercise and besides a bit of caching I have not added anything fancy
• Logging is non existent
• Testing has not been done, but if you end up using it and find bugs please report them here ;)