https://github.com/jd/greenpoint
Portfolio management
https://github.com/jd/greenpoint
Last synced: 2 months ago
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Portfolio management
- Host: GitHub
- URL: https://github.com/jd/greenpoint
- Owner: jd
- Created: 2017-12-22T09:26:35.000Z (over 8 years ago)
- Default Branch: master
- Last Pushed: 2018-01-29T17:41:02.000Z (over 8 years ago)
- Last Synced: 2025-01-26T04:11:43.075Z (over 1 year ago)
- Language: Python
- Size: 126 KB
- Stars: 0
- Watchers: 3
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.rst
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README
============
Greenpoint
============
Greenpoint is a portfolio management tool. It imports all transaction from your
broker(s) and store them into a PostgreSQL database.
It then allows to display your portfolio status and value.
Setup
=====
Use pip::
pip install .
Once installed, edit `config.yaml` and add your account and the URL of your
PostgreSQL database. The database must exist.
You can then initialize the database with::
$ createdb greenpoint
$ export PGDATABASE=greenpoint
$ make sql
You can then import all transactions::
$ greenpoint broker import
To update instruments quotes::
$ greenpoint instrument update
To display your portfolio::
$ greenpoint portfolio show
To run the Web interface::
$ greenpoint web
And connect on https://localhost:5000