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)
Dependencies
Assumes angular, angular-resource, angular-route and angular-cookies to be loaded in the project
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]
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