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Project Description

Portfolio tracking

Documentation

The full documentation is at https://django-pj-portfolio.readthedocs.org. (at some point)

Quickstart

Install django-pj-portfolio:

pip install django-pj-portfolio

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

INSTALLED_APPS = (
....
'portfolio',
)

And apply the migrations:

python manage.py migrate

Configure urls, add to main urls.py:

...
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)

Dependencies

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

v2.0.3 (2017-01-08)

Fix

  • Don’t load anglular-scripts in templates. [Petri Jokimies]
  • summary: Fix improperly detected currency. [Petri Jokimies]
  • Use plain get in retrieving exchange rates. [Petri Jokimies]

Documentation

  • HISTORY: Update HISTORY. [Petri Jokimies]

Other

  • Bump version: 2.0.2 → 2.0.3. [Petri Jokimies]

v2.0.2 (2016-12-31)

New features

  • bumpversion: Configure bumpversion. [Petri Jokimies]

Fix

  • management: Set defaults to google quote. [Petri Jokimies]
  • urls: Change deprecated django.conf.urls.patterns. [Petri Jokimies]
  • DividendByYear: Fix JSON serialising. [Petri Jokimies]

Other

  • Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]
  • Add pytest & bumpversion to requirements. [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)

Fix

  • requirements: beatifulsoup added to requirements. [Petri Jokimies]

Other

  • Bump version 1.1.1 to 1.2.0. [Petri Jokimies]
  • Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]

v1.1.1 (2016-03-06)

New features

  • summary detail: Flash changed prices. [Petri Jokimies]

Other

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

v1.1.0 (2016-02-16)

New features

  • account summary: Use correct currency in calculations, use spinner. [Petri Jokimies]
  • account summary: Added market value calculation. [Petri Jokimies]
  • account summary: Display live values. [Petri Jokimies]
  • account summary: Count total market value. [Petri Jokimies]
  • account summary: Initial price live updates. [Petri Jokimies]
  • Added API to get list of holdings. [Petri Jokimies]

Other

  • More files to watch in karma.conf. [Petri Jokimies]
  • Added test for Angular currency service. [Petri Jokimies]
  • karma: Using jasmine-query for fixtures. [Petri Jokimies]
  • gulp: First gulp tasks. [Petri Jokimies]
  • account summary: Removed unnecessary DB queries. [Petri Jokimies]
  • account: Make AccountBase more usable. [Petri Jokimies]

v1.0.1 (2016-01-15)

Fix

  • requirements: Specific about Django version. [Petri Jokimies]

Other

  • update prices: Adapt to KL’s new web page. [Petri Jokimies]

v1.0.0 (2015-11-30)

New features

  • Add management commands to update prices. [Petri Jokimies]

Refactor

  • test: Security test and factories separeted. [Petri Jokimies]
  • test: Price tests and factories sepateted. [Petri Jokimies]

Documentation

  • Added comments for management commads. [Petri Jokimies]

v0.1.0 (2015-09-25)

  • Initial commit. [Petri Jokimies]
Release History

Release History

2.0.4

This version

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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2.0.3

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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2.0.2

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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2.0.1

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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2.0.0

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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1.2.1

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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1.2.0

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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1.1.1

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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1.1.0

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Show More

1.0.1

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Show More

1.0.0

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

Show More

0.1.0

History Node

TODO: Figure out how to actually get changelog content.

Changelog content for this version goes here.

Donec et mollis dolor. Praesent et diam eget libero egestas mattis sit amet vitae augue. Nam tincidunt congue enim, ut porta lorem lacinia consectetur. Donec ut libero sed arcu vehicula ultricies a non tortor. Lorem ipsum dolor sit amet, consectetur adipiscing elit.

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django-pj-portfolio-2.0.4.tar.gz (156.7 kB) Copy SHA256 Checksum SHA256 Source Feb 23, 2017

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