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https://github.com/fertkir/portfolio-allocation
Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds
https://github.com/fertkir/portfolio-allocation
allocation etf finex gnucash moex tinkoff
Last synced: about 2 months ago
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Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds
- Host: GitHub
- URL: https://github.com/fertkir/portfolio-allocation
- Owner: fertkir
- License: gpl-3.0
- Created: 2022-11-05T07:25:20.000Z (about 2 years ago)
- Default Branch: main
- Last Pushed: 2024-10-28T00:51:55.000Z (2 months ago)
- Last Synced: 2024-11-02T13:20:20.693Z (about 2 months ago)
- Topics: allocation, etf, finex, gnucash, moex, tinkoff
- Language: Python
- Homepage: https://pypi.org/project/portfolio-allocation
- Size: 545 KB
- Stars: 1
- Watchers: 2
- Forks: 1
- Open Issues: 3
-
Metadata Files:
- Readme: README.md
- License: LICENSE
Awesome Lists containing this project
README
# Portfolio Allocation for GnuCash
Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds
What the program does:
1. Takes instrument allocation from [GnuCash's "Security" pie chart report](https://raw.githack.com/fertkir/portfolio-allocation/master/examples/gnucash.html)
2. Fetches data for each instrument from the Internet:
1. Finex website
2. Tinkoff website
3. Yahoo Finance
3. Generates and opens [portfolio allocation report](https://raw.githack.com/fertkir/portfolio-allocation/master/examples/allocation.html) in your browser.
## Installation
```commandline
pip install portfolio-allocation
```
## Usage
To generate report based on default "Securities" GnuCash report for recently open GnuCash file:
```commandline
portfolio-allocation gnucash
```
But you'd better customize it, since the "Securities" pie chart is limited to 7 instruments:
```commandline
portfolio-allocation gnucash -r MyCustomReport1 MuCustomReport2
```
To select another GnuCash file:
```commandline
portfolio-allocation gnucash -r MyCustomReport -f /home/user/other.gnucash
```
To view all the possible options, check:
```commandline
portfolio-allocation -h
```