django-pj-portfolio 2.3.4

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)

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

v2.3.4 (2021-07-15)

• Bump version: 2.3.3 → 2.3.4. [Petri Jokimies]

v2.3.3 (2021-07-15)

Fix

• Add user agent to request for Yahoo quotes. [Petri Jokimies]

Other

• Bump version: 2.3.2 → 2.3.3. [Petri Jokimies]

• Change browsersync proxy back to localhost. [Petri Jokimies]

• New gitchangelog with new format. [Petri Jokimies]

• Update HISTORY. [Petri Jokimies]

v2.3.2 (2019-04-19)

• Bump version: 2.3.1 → 2.3.2. [Petri Jokimies]

• Make iexcloud change percent decimal. [Petri Jokimies]

v2.3.1 (2019-04-12)

• Bump version: 2.3.0 → 2.3.1. [Petri Jokimies]

• Fix IEXCloud change percentage. [Petri Jokimies]

v2.3.0 (2019-04-11)

• Bump version: 2.2.2 → 2.3.0. [Petri Jokimies]

• Correct function to get possessions. [Petri Jokimies]

• Add possibility to fetch quote from IEXCloud. [Petri Jokimies]

v2.2.2 (2018-12-26)

• Bump version: 2.2.1 → 2.2.2. [Petri Jokimies]

• Fix typo when calling Yahoo tracker. [Petri Jokimies]

v2.2.1 (2018-12-26)

• Bump version: 2.2.0 → 2.2.1. [Petri Jokimies]

• 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)

New

• Allow multiple updates to share prices. [Petri Jokimies]

• Add security listing. [Petri Jokimies]

Other

• Bump version: 2.1.3 → 2.1.4. [Petri Jokimies]

• Add optional delay when using AlphaVantage. [Petri Jokimies]

• Convert daily change to base currency. [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)

• 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]

• Fix(google): Remove debug logging. [Petri Jokimies]

v2.0.6 (2017-11-28)

• Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]

• Fix(google): Use local google finance proxy. [Petri Jokimies]

• Feat(quote api): Provide API for stock quotes. [Petri Jokimies]

• Test(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)

• Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]

• Change Yahoo url. [Petri Jokimies]

• Docs(HISTORY): Update HISTORY. [Petri Jokimies]

v2.0.3 (2017-01-08)

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

• Fix(): Don’t load anglular-scripts in templates. [Petri Jokimies]

• Fix(summary): Fix improperly detected currency. [Petri Jokimies]

• Fix(): Use plain get in retrieving exchange rates. [Petri Jokimies]

• Docs(HISTORY): Update HISTORY. [Petri Jokimies]

v2.0.2 (2016-12-31)

• Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]

• Feat(bumpversion): Configure bumpversion. [Petri Jokimies]

• Test(): Add pytest & bumpversion to requirements. [Petri Jokimies]

• Fix(management): Set defaults to google quote. [Petri Jokimies]

• Fix(urls): Change deprecated django.conf.urls.patterns. [Petri Jokimies]

• Fix(DividendByYear): Fix JSON serialising. [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)

• Bump version 1.1.1 to 1.2.0. [Petri Jokimies]

• Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]

• Fix(requirements): beatifulsoup added to requirements. [Petri Jokimies]

v1.1.1 (2016-03-06)

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

• Fix(account summary): Use latest date from Google Finance. [Petri Jokimies]

• Refactor(account summary): Sort table using Angular’s orderBy. [Petri Jokimies]

• Test(securities service): Use smaller number of mocked results. [Petri Jokimies]

• Test(gulp): Output results in separate directory. [Petri Jokimies]

• Fix(account summary): $timeout parameters changed in 1.4.x. [Petri Jokimies]

• Test(account summary): More tests. [Petri Jokimies]

• Test(position service): Test for google_quote. [Petri Jokimies]

• Test(karma conf): Run coverage. [Petri Jokimies]

v1.1.0 (2016-02-16)

• Test(): More files to watch in karma.conf. [Petri Jokimies]

• Test(): Added test for Angular currency service. [Petri Jokimies]

• Test(karma): Using jasmine-query for fixtures. [Petri Jokimies]

• Chore(gulp): First gulp tasks. [Petri Jokimies]

• Fix(account summary): Removed unnecessary DB queries. [Petri Jokimies]

• Feat(account summary): Use correct currency in calculations, use spinner. [Petri Jokimies]

• Feat(account summary): Added market value calculation. [Petri Jokimies]

• Feat(account summary): Display live values. [Petri Jokimies]

• Feat(account summary): Count total market value. [Petri Jokimies]

• Feat(account summary): Initial price live updates. [Petri Jokimies]

• Feat(): Added API to get list of holdings. [Petri Jokimies]

• Test(account): Make AccountBase more usable. [Petri Jokimies]

v1.0.1 (2016-01-15)

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

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

v1.0.0 (2015-11-30)

• Docs(): Added comments for management commads. [Petri Jokimies]

• Feat(): Add management commands to update prices. [Petri Jokimies]

• Refactor(test): Security test and factories separeted. [Petri Jokimies]

• Refactor(test): Price tests and factories sepateted. [Petri Jokimies]

v0.1.0 (2015-09-25)

• Initial commit. [Petri Jokimies]

• Use mktval instead of value, everywhere. [Vinod Kurup]

• Typo value -> mktval. [Vinod Kurup]

• Revamps ‘cash’ property to be a dict of a ‘cash’ position. [Vinod Kurup]

• Test that basis is nonzero before dividing by it. [Vinod Kurup]

• Add test to make sure no DivByZero error if basis is zero. [Vinod Kurup]

• Implement stock splits. [Vinod Kurup]

• Revamped implementation. [Vinod Kurup]

• Pep8. [Vinod Kurup]

• Pep8 fixes. [Vinod Kurup]

• Remove trailing whitespace and div-by-zero. [Vinod Kurup]

• Remove fake file. [Vinod Kurup]

• Test2. [Vinod Kurup]

• Merge branch ‘master’ of github.com:/vkurup/stocks. [Vinod Kurup]

• Start a Price model. [Vinod Kurup]

• Make the text a little smaller. [Vinod Kurup]

• Receiving interest should not increase basis. [Vinod Kurup]

• Plan to add prices table. [Vinod Kurup]

• Add account-wide calculations. [Vinod Kurup]

• Fix negative account value problem. [Vinod Kurup]

• Another todo. [Vinod Kurup]

• Add date to positions function. [Vinod Kurup]

• Added some development notes. [Vinod Kurup]

• Test. [Vinod Kurup]

• Add Interest form and display. [Vinod Kurup]

• Start using Django Forms. [Vinod Kurup]

• Refactoring. [Vinod Kurup]

• Added total_return calcs and display. [Vinod Kurup]

• Calculate and display market value. [Vinod Kurup]

• Calculate and display cost basis. [Vinod Kurup]

• Planning for the changes I want to see. [Vinod Kurup]

• A little cleanup. [Vinod Kurup]

• Show active positions in a table. [Vinod Kurup]

• Initialize position with $CASH=0. [Vinod Kurup]

• Delete an account. [Vinod Kurup]

• Add FK relationship from Transaction to Account. [Vinod Kurup]

• Add ‘buy security’ link. [Vinod Kurup]

• Show ‘Cash’ on account page. [Vinod Kurup]

• Add calculated ‘cash’ property to Account. [Vinod Kurup]

• Add deposit view. [Vinod Kurup]

• Move account list to main URL. [Vinod Kurup]

• Added simple account creation. [Vinod Kurup]

• Fix code to pass tests. [Vinod Kurup]

• Next up: making value account for dividends. [Vinod Kurup]

• Start testing value functions. [Vinod Kurup]

• Beginnings of double entry in place. [Vinod Kurup]

• Refactored DIV and DEPOSIT to also use buy_transaction. [Vinod Kurup]

• Reuse buy_security for receive_interest. [Vinod Kurup]

• Using virtualenv means I don’t need to specify python2. [Vinod Kurup]

• Added test to start working on double entry transactions. [Vinod Kurup]

• Few more tests. [Vinod Kurup]

• More TDD trials. [Vinod Kurup]

• First steps with TDD. [Vinod Kurup]

• Cool, don’t need the ‘portfolio’ part there. [Vinod Kurup]

• Working on simple tests. [Vinod Kurup]

• Added ability to delete transactions. [Vinod Kurup]

• Refactored to use class based views. [Vinod Kurup]

• Move templates into app. [Vinod Kurup]

• Some initial SQL fixtures. [Vinod Kurup]

• Add an edit form. [Vinod Kurup]

• Added django-debug-toolbar. [Vinod Kurup]

• Missed one STATIC_URL. [Vinod Kurup]

• Just add some HTML5 boilerplate. [Vinod Kurup]

• Removed redundant template. [Vinod Kurup]

• Trying generic views. [Vinod Kurup]

• Beginnings of a data model. [Vinod Kurup]

• Let’s use Django 1.4. [Vinod Kurup]

• Create first app. [Vinod Kurup]

• Make manage.py executable. [Vinod Kurup]

• Use sqlite3 for now. [Vinod Kurup]

• Initial README. [Vinod Kurup]

• Initial commit. [Vinod Kurup]