Portfolio tracking
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)
Features
TODO
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]
Project details
Release history Release notifications | RSS feed
Download files
Download the file for your platform. If you're not sure which to choose, learn more about installing packages.
Source Distribution
Built Distribution
Hashes for django-pj-portfolio-1.2.0.tar.gz
Algorithm | Hash digest | |
---|---|---|
SHA256 | 3a3285e24b53139fe8f8802109ea8112d3d48a2920cea842911f2e4561b7306b |
|
MD5 | 1b5925156343dcbaa4ba9ab7da3bf783 |
|
BLAKE2b-256 | 45a612a3d82bf7959f3d1cbcbedfacbcd3ecaef7864b49ad8bc00abee696061c |
Hashes for django_pj_portfolio-1.2.0-py2.py3-none-any.whl
Algorithm | Hash digest | |
---|---|---|
SHA256 | dd56eaf21bc29ff4d2df407d635a994e3eb2ba8bd46e991668e9d62e63f1a4df |
|
MD5 | d303251f9978a011d5e4af0b030cfa1e |
|
BLAKE2b-256 | 72f91e2591dc974873b2b2b941920442de135d2f967a2543ce269c74b4100833 |