django-pj-portfolio 2.0.0

Portfolio tracking

=============================
django-pj-portfolio
=============================

.. image:: https://badge.fury.io/py/django-pj-portfolio.png
:target: https://badge.fury.io/py/django-pj-portfolio

.. image:: https://travis-ci.org/jokimies/django-pj-portfolio.png?branch=master
:target: https://travis-ci.org/jokimies/django-pj-portfolio

.. image:: https://codecov.io/github/jokimies/django-pj-portfolio/coverage.svg?branch=master
:target: https://codecov.io/github/jokimies/django-pj-portfolio?branch=master


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




v1.2.1-2-g24c8429:dev:2016-11-13-19:03 (unreleased)
------------------------

- 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]