Building on some of the great discussions in the Google Portfolio Tracking thread, I wanted to be able to see a little more detail than Google Sheets would allow me.
I decided to build something more advanced, so I spent some time over the weekend coding up some ideas. Here is the latest version:
The code is written in Python and is runnable as frequently as required to create a Portfolio Overview. The only input is a CSV file of transactions (prices come from Yahoo Finance), and the output is a PDF file (as shown above).
Although this is very early stage and has lots of known limitations/improvement ideas (dividends not included, cash management, top positions, new analytics - volatility, sharpe, drawdown, etc). I’d love to get any feedback, or if anyone has any mock portfolios they can send - that could be useful to test with.
I will be open sourcing the code and hopefully packaging it up as a tool for anyone else who wants to download and use.