https://github.com/matthewspangler/orginvest
Portfolio accounting and analysis using Emacs Org-mode and Jupyter Notebooks.
https://github.com/matthewspangler/orginvest
accounting elisp emacs fifo investing ipython ipython-notebook jupyter-notebook literate-programming org-babel org-mode pandas python spreadsheets stock-market stocks
Last synced: 12 months ago
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Portfolio accounting and analysis using Emacs Org-mode and Jupyter Notebooks.
- Host: GitHub
- URL: https://github.com/matthewspangler/orginvest
- Owner: matthewspangler
- License: gpl-3.0
- Created: 2022-12-04T04:33:31.000Z (about 3 years ago)
- Default Branch: main
- Last Pushed: 2022-12-04T04:35:10.000Z (about 3 years ago)
- Last Synced: 2025-03-01T14:41:43.464Z (12 months ago)
- Topics: accounting, elisp, emacs, fifo, investing, ipython, ipython-notebook, jupyter-notebook, literate-programming, org-babel, org-mode, pandas, python, spreadsheets, stock-market, stocks
- Homepage:
- Size: 620 KB
- Stars: 4
- Watchers: 1
- Forks: 0
- Open Issues: 0
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Metadata Files:
- Readme: README.md
- License: LICENSE
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README
# About
The purpose of this project is to track and analyze my investing portfolio using Emacs Org-mode and Jupyter/IPython Notebooks.
# Emacs setup
All the Emacs settings and packages necessary to run this code can be found in [my emacs dotfiles.](https://github.com/matthewspangler/dotfiles) PIP dependencies are specified in each .org file.
# Current features
- Imports trades from a spreadsheet
- Calculates and displays position information
- FIFO profit calculations
- Fetches and displays market graphs
# Paths I'm exploring
- Portfolio risk analysis
- Track news related to tickers
- Fetch and calculate key metrics for stocks
- Compare portfolio performance to the market
- Automated trading
- Machine learning
# Screenshots
