Portfolio Tracking Tools

Local Tools

Portfolio Performance

https://www.portfolio-performance.info/ https://github.com/buchen/portfolio

• Pros
  • Open Source
  • Local Data
• Cons
  • Inscrutable UI
  • XML Data File
  • Very German

Ghostfolio

https://ghostfol.io/ https://github.com/ghostfolio/ghostfolio https://github.com/DerAndereJohannes/ghostfolio-cli

• TypeScript, Nx
• Docker

AssetFolio

https://github.com/ywiyogo/AssetFolio

• Cleaner UI
• Doesn’t do much

JStock

https://jstock.org/ https://github.com/yccheok/jstock

• Couldn’t get it running
  • https://github.com/yccheok/jstock/issues/178

Services

Empower (Personal Capital)

https://www.empower.com/

• Good Perf UI

Sharesight

https://www.sharesight.com/

• Limited to 10 holdings for free version
• Nice Overview

AlphaTrackr

https://www.alphatrackr.com/ https://www.alphatrackr.com/main/

• Lots of Perf info
• Slow as hell

Python

Export

• https://github.com/haochi/personalcapital
• https://pypi.org/project/pyfolio-performance/
• https://github.com/d-a-n/portfolio-performance-xml-parser

Portfolio

https://github.com/alvarobartt/pyrtfolio

• Simple way to add items to a portfolio
• Leverages investpy (currently broken)
  • https://github.com/alvarobartt/investpy https://github.com/ahwkuepper/portfolios

Data

• https://github.com/alvarobartt/investiny
• https://github.com/ranaroussi/yfinance
• https://github.com/Nasdaq/data-link-python (was quandl)
  • https://github.com/quandl/quandl-python/
• https://github.com/MicroPyramid/forex-python
  • https://forex-python.readthedocs.io/en/latest/usage.html
• https://github.com/lagerfeuer/cryptocompare
• https://github.com/tardis-dev/tardis-python
• https://github.com/RomelTorres/alpha_vantage
  • https://www.alphavantage.co/documentation/
• Plaid
  • https://github.com/plaid/plaid-python
  • https://plaid.com/docs/api/libraries/
  • https://www.twilio.com/blog/check-daily-spending-sms-python-plaid-twilio-html
  • https://www.youtube.com/watch?v=sGBvKDGgPjc&t=0s
  • https://www.youtube.com/watch?v=ahv9KjJ7t5I
• https://github.com/rikonor/vanguard-api

https://towardsdatascience.com/how-to-get-free-historical-and-live-stock-prices-and-fx-rates-using-python-part-i-a7718f0a4e4 https://medium.com/codex/10-best-resources-to-fetch-cryptocurrency-data-in-python-8400cf0d0136

Quant

• https://github.com/ranaroussi/quantstats
• https://github.com/robertmartin8/PyPortfolioOpt
• https://numpy.org/numpy-financial/
• https://empyrial.gitbook.io/empyrial/
• https://github.com/stefan-jansen/zipline-reloaded
• https://github.com/VivekPa/OptimalPortfolio
• https://github.com/pmaji/financial-asset-comparison-tool
• https://github.com/fmilthaler/FinQuant
• https://github.com/johnsoong216/pymarkowitz
• https://github.com/rsvp/fecon235
• https://github.com/MathSci/fecon236
• https://github.com/quantopian/pyfolio
• https://github.com/bsolomon1124/pyfinance
• https://github.com/JerBouma/ThePassiveInvestor
• https://github.com/bashtage/arch
• https://github.com/benjaminmgross/visualize-wealth

Returns

https://nicholaslyz.com/blog-posts/2021-04-22-calculating-return/ https://gist.github.com/quantra-go-algo/d0264b5c3a8660448830f58e9c87eada https://stackoverflow.com/questions/58534908/is-there-a-python-library-to-calculate-time-weighted-returns-based-on-portfolio https://blog.quantinsti.com/portfolio-analysis-performance-measurement-evaluation/ https://towardsdatascience.com/modeling-your-stock-portfolio-performance-with-python-fbba4ef2ef11 https://gist.github.com/quantra-go-algo/49f2e586141ae4bbd2730f1a06991097 https://www.geeksforgeeks.org/numpy-irr-in-python/ https://www.investopedia.com/terms/m/money-weighted-return.asp https://www.codingfinance.com/post/2018-03-20-irr-py/ https://stackoverflow.com/questions/59970583/irr-calculation-in-python-with-variable-cash-flows-inflows-and-outflows https://github.com/hoostus/portfolio-returns/blob/master/README.md

Build

Ghostfolio

• Portfolio Performance Parser
• API
• CLI Tool
• Easy Automation Scripts

Multiple Users Multiple Portfolios

Accounts

Calculate Entry:

• Pull Default Price and FX conversion
• Currency
• Shares, Value, Fee, Calculated Per share

Performance

• Change Time Frame
• Show Percent and Absolute Values on Graph and Summary
• Benchmarks
• Per Holding
• Split

Privacy View

• Percentage
• Public view, publish snapshot

Extend Perfi?

Projects

• perfi-dashboard
  • Daily Yield
  • Tax Modeling

Server *

• sharing

https://portfolio.sharesight.com/portfolios/561032

• Track Transactions (Buy/Sell)
  • FX
  • Stock
  • International
  • Crypto
• Cost Basis
• Track Performance
  • Realized
  • Unrealized
  • Against Benchmark
  • Against Currencies Prices
• Pull by date Graph

CAGR PA MWRR IRR TWRR

Zipline
Quandl
Yfinance

https://www.alpharithms.com/python-financial-data-491110/

https://medium.com/the-handbook-of-coding-in-finance/three-best-python-packages-for-acquiring-financial-data-free-of-charge-cdb200025733

https://github.com/haochi/personalcapital

See: https://portfolio.sharesight.com/portfolios/561032 Portfolio Performance https://home.personalcapital.com/page/login/app#/dashboard https://coinstats.app/