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Portfolio tracking

Project description

Portfolio tracking


The full documentation is at (at some point)


Install django-pj-portfolio:

pip install django-pj-portfolio

Then to use it in a project, add portfolio into INTALLED_APPS:


And apply the migrations:

python migrate

Configure urls, add to main

url(r'^portfolio/', include('portfolio.urls')),

Update price trackers (for updating the prices):

python manage update_price_trackers

For daily price tracking, update_share_prices can be used:

python manage update_price_values

Updates prices once per day (even if run multiple times a day, the first price only is taken in to account)


Assumes angular, angular-resource, angular-route and angular-cookies to be loaded in the project

Cookiecutter Tools Used in Making This Package

  • cookiecutter
  • cookiecutter-djangopackage

v2.3.5 (2021-07-29)


  • Use longer delay for AV only. [Petri Jokimies]


  • Bump version: 2.3.4 → 2.3.5. [Petri Jokimies]
  • Get IEXCloud caching from ‘fix-branch’ [Petri Jokimies]
  • Cache IEXCloud requests. [Petri Jokimies]
  • Merge fix-branch for Yahoo caching queries. [Petri Jokimies]
  • Cache Yahoo requests. [Petri Jokimies]
  • Add tracker name to serialized data. [Petri Jokimies]
  • Handle GoogleFinance. [Petri Jokimies]
  • Update History. [Petri Jokimies]
  • Update HISTORY. [Petri Jokimies]

v2.3.4 (2021-07-15)

  • Bump version: 2.3.3 → 2.3.4. [Petri Jokimies]

v2.3.3 (2021-07-15)


  • Add user agent to request for Yahoo quotes. [Petri Jokimies]


  • Bump version: 2.3.2 → 2.3.3. [Petri Jokimies]
  • Change browsersync proxy back to localhost. [Petri Jokimies]
  • New gitchangelog with new format. [Petri Jokimies]
  • Update HISTORY. [Petri Jokimies]

v2.3.2 (2019-04-19)

  • Bump version: 2.3.1 → 2.3.2. [Petri Jokimies]
  • Make iexcloud change percent decimal. [Petri Jokimies]

v2.3.1 (2019-04-12)

  • Bump version: 2.3.0 → 2.3.1. [Petri Jokimies]
  • Fix IEXCloud change percentage. [Petri Jokimies]

v2.3.0 (2019-04-11)

  • Bump version: 2.2.2 → 2.3.0. [Petri Jokimies]
  • Correct function to get possessions. [Petri Jokimies]
  • Add possibility to fetch quote from IEXCloud. [Petri Jokimies]

v2.2.2 (2018-12-26)

  • Bump version: 2.2.1 → 2.2.2. [Petri Jokimies]
  • Fix typo when calling Yahoo tracker. [Petri Jokimies]

v2.2.1 (2018-12-26)

  • Bump version: 2.2.0 → 2.2.1. [Petri Jokimies]
  • Fix exhange name in Yahoo tracker. [Petri Jokimies]

v2.2.0 (2018-12-26)

  • Bump version: 2.1.6 → 2.2.0. [Petri Jokimies]
  • Add Yahoo tracker. [Petri Jokimies]

v2.1.6 (2018-10-21)

  • Bump version: 2.1.5 → 2.1.6. [Petri Jokimies]
  • Fix tests. [Petri Jokimies]
  • Take AV tracker into account in tests. [Petri Jokimies]
  • Mock out get_alpha_vantage_stock_quote. [Petri Jokimies]
  • Fix Account.positions() renaming to get_positions. [Petri Jokimies]
  • Rename Account.positions() to get_positions() [Petri Jokimies]

v2.1.5 (2018-10-19)

  • Bump version: 2.1.4 → 2.1.5. [Petri Jokimies]
  • Ignore additinal files. [Petri Jokimies]
  • Get currency from local backend. [Petri Jokimies]
  • Define and use API wait time as constant. [Petri Jokimies]
  • Add option to define API wait time on commandline. [Petri Jokimies]

v2.1.4 (2018-09-01)


  • Allow multiple updates to share prices. [Petri Jokimies]
  • Add security listing. [Petri Jokimies]


  • Bump version: 2.1.3 → 2.1.4. [Petri Jokimies]
  • Add optional delay when using AlphaVantage. [Petri Jokimies]
  • Convert daily change to base currency. [Petri Jokimies]

v2.1.3 (2018-07-26)

  • Bump version: 2.1.2 → 2.1.3. [Petri Jokimies]
  • Adjust AlphaVantage request rate. [Petri Jokimies]
  • Cache AlphaVantage requests. [Petri Jokimies]

v2.1.2 (2018-07-12)

  • Bump version: 2.1.1 → 2.1.2. [Petri Jokimies]
  • Add dayly change. [Petri Jokimies]

v2.1.1 (2018-06-10)

  • Bump version: 2.1.0 → 2.1.1. [Petri Jokimies]
  • Use API key for [Petri Jokimies]
  • Update history. [Petri Jokimies]

v2.1.0 (2018-06-03)

  • Bump version: 2.0.6 → 2.1.0. [Petri Jokimies]
  • Use AlphaVantatge as ‘local’ price provider. [Petri Jokimies]
  • Add AlphaVantage as a price tracker. [Petri Jokimies]
  • Fix(google): Remove debug logging. [Petri Jokimies]

v2.0.6 (2017-11-28)

  • Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]
  • Fix(google): Use local google finance proxy. [Petri Jokimies]
  • Feat(quote api): Provide API for stock quotes. [Petri Jokimies]
  • Test(google): Change Yahoo url in test. [Petri Jokimies]

v2.0.5 (2017-10-07)

  • Bump version: 2.0.4 → 2.0.5. [Petri Jokimies]
  • Change google url. [Petri Jokimies]

v2.0.4 (2017-02-23)

  • Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]
  • Change Yahoo url. [Petri Jokimies]
  • Docs(HISTORY): Update HISTORY. [Petri Jokimies]

v2.0.3 (2017-01-08)

  • Bump version: 2.0.2 → 2.0.3. [Petri Jokimies]
  • Fix(): Don’t load anglular-scripts in templates. [Petri Jokimies]
  • Fix(summary): Fix improperly detected currency. [Petri Jokimies]
  • Fix(): Use plain get in retrieving exchange rates. [Petri Jokimies]
  • Docs(HISTORY): Update HISTORY. [Petri Jokimies]

v2.0.2 (2016-12-31)

  • Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]
  • Feat(bumpversion): Configure bumpversion. [Petri Jokimies]
  • Test(): Add pytest & bumpversion to requirements. [Petri Jokimies]
  • Fix(management): Set defaults to google quote. [Petri Jokimies]
  • Fix(urls): Change deprecated django.conf.urls.patterns. [Petri Jokimies]
  • Fix(DividendByYear): Fix JSON serialising. [Petri Jokimies]
  • History update. [Petri Jokimies]

v2.0.1 (2016-12-10)

  • Bump version. [Petri Jokimies]
  • Add migrations. [Petri Jokimies]
  • Remove Python 3.3 from travis configuration. [Petri Jokimies]

v2.0.0 (2016-11-13)

  • Use Django 1.9.11. [Petri Jokimies]

v1.2.2 (2016-11-13)

  • Bump version. [Petri Jokimies]
  • Update requirements for Python3. [Petri Jokimies]

v1.2.1 (2016-11-08)

  • Bump version to 1.2.1. [Petri Jokimies]
  • Use newest version of django-currency-history. [Petri Jokimies]

v1.2.0 (2016-11-03)

  • Bump version 1.1.1 to 1.2.0. [Petri Jokimies]
  • Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]
  • Fix(requirements): beatifulsoup added to requirements. [Petri Jokimies]

v1.1.1 (2016-03-06)

  • Feat(summary detail): Flash changed prices. [Petri Jokimies]
  • Fix(account summary): Use latest date from Google Finance. [Petri Jokimies]
  • Refactor(account summary): Sort table using Angular’s orderBy. [Petri Jokimies]
  • Test(securities service): Use smaller number of mocked results. [Petri Jokimies]
  • Test(gulp): Output results in separate directory. [Petri Jokimies]
  • Fix(account summary): $timeout parameters changed in 1.4.x. [Petri Jokimies]
  • Test(account summary): More tests. [Petri Jokimies]
  • Test(position service): Test for google_quote. [Petri Jokimies]
  • Test(karma conf): Run coverage. [Petri Jokimies]

v1.1.0 (2016-02-16)

  • Test(): More files to watch in karma.conf. [Petri Jokimies]
  • Test(): Added test for Angular currency service. [Petri Jokimies]
  • Test(karma): Using jasmine-query for fixtures. [Petri Jokimies]
  • Chore(gulp): First gulp tasks. [Petri Jokimies]
  • Fix(account summary): Removed unnecessary DB queries. [Petri Jokimies]
  • Feat(account summary): Use correct currency in calculations, use spinner. [Petri Jokimies]
  • Feat(account summary): Added market value calculation. [Petri Jokimies]
  • Feat(account summary): Display live values. [Petri Jokimies]
  • Feat(account summary): Count total market value. [Petri Jokimies]
  • Feat(account summary): Initial price live updates. [Petri Jokimies]
  • Feat(): Added API to get list of holdings. [Petri Jokimies]
  • Test(account): Make AccountBase more usable. [Petri Jokimies]

v1.0.1 (2016-01-15)

  • Fix(update prices): Adapt to KL’s new web page. [Petri Jokimies]
  • Fix(requirements): Specific about Django version. [Petri Jokimies]

v1.0.0 (2015-11-30)

  • Docs(): Added comments for management commads. [Petri Jokimies]
  • Feat(): Add management commands to update prices. [Petri Jokimies]
  • Refactor(test): Security test and factories separeted. [Petri Jokimies]
  • Refactor(test): Price tests and factories sepateted. [Petri Jokimies]

v0.1.0 (2015-09-25)

  • Initial commit. [Petri Jokimies]

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