Portfolio tracking
Project description
=============================
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)
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
v2.2.0-2-gdd496f7:dev:2018-12-26-17:05 (unreleased)
------------------------
- 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)
-------------------
- Bump version: 2.1.3 → 2.1.4. [Petri Jokimies]
- New: usr: Allow multiple updates to share prices. [Petri Jokimies]
- Add optional delay when using AlphaVantage. [Petri Jokimies]
- Convert daily change to base currency. [Petri Jokimies]
- New: usr: Add security listing. [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 fixer.io. [Petri Jokimies]
- Update history. [Petri Jokimies]
v2.1.0 (2018-06-03)
-------------------
Fix
~~~
- *google*: Remove debug logging. [Petri Jokimies]
Other
~~~~~
- 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]
v2.0.6 (2017-11-28)
-------------------
New features
~~~~~~~~~~~~
- *quote api*: Provide API for stock quotes. [Petri Jokimies]
Fix
~~~
- *google*: Use local google finance proxy. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]
- *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)
-------------------
Documentation
~~~~~~~~~~~~~
- *HISTORY*: Update HISTORY. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]
- Change Yahoo url. [Petri Jokimies]
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]
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)
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
v2.2.0-2-gdd496f7:dev:2018-12-26-17:05 (unreleased)
------------------------
- 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)
-------------------
- Bump version: 2.1.3 → 2.1.4. [Petri Jokimies]
- New: usr: Allow multiple updates to share prices. [Petri Jokimies]
- Add optional delay when using AlphaVantage. [Petri Jokimies]
- Convert daily change to base currency. [Petri Jokimies]
- New: usr: Add security listing. [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 fixer.io. [Petri Jokimies]
- Update history. [Petri Jokimies]
v2.1.0 (2018-06-03)
-------------------
Fix
~~~
- *google*: Remove debug logging. [Petri Jokimies]
Other
~~~~~
- 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]
v2.0.6 (2017-11-28)
-------------------
New features
~~~~~~~~~~~~
- *quote api*: Provide API for stock quotes. [Petri Jokimies]
Fix
~~~
- *google*: Use local google finance proxy. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]
- *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)
-------------------
Documentation
~~~~~~~~~~~~~
- *HISTORY*: Update HISTORY. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]
- Change Yahoo url. [Petri Jokimies]
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]
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
django-pj-portfolio-2.2.1.tar.gz
(162.4 kB
view hashes)
Built Distribution
Close
Hashes for django-pj-portfolio-2.2.1.tar.gz
Algorithm | Hash digest | |
---|---|---|
SHA256 | 637b877c55f037d78ea11625ffceed67c5ef7900240f1e0ed92262e32c2cf4d6 |
|
MD5 | df03449136ac9f763ee76efda96dfaf1 |
|
BLAKE2b-256 | b562cfd263b5a06df1db66060ddce380af3a767d1c50da388f33854de8eaa627 |
Close
Hashes for django_pj_portfolio-2.2.1-py2.py3-none-any.whl
Algorithm | Hash digest | |
---|---|---|
SHA256 | 5d8bf5e9d1c0d8a93866398ce39a77d7fab4589304d4b3ae1d3c3f89b1fe9a5f |
|
MD5 | 0207dd77a428bae702ccc8f1aeec6685 |
|
BLAKE2b-256 | 8363ec06aa62f129b529f342cc890f878460b92aee2d6c362c70b15322130206 |