django-pj-portfolio 1.1.1

Portfolio tracking

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)

Features

• TODO

Cookiecutter Tools Used in Making This Package

• cookiecutter

• cookiecutter-djangopackage

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]