Portfolio

Simple investment portfolio tool that will track stock and provide returns and other metrics. It also contains a web dashboard to view the data.

Table of Contents

• Portfolio
  • Table of Contents
  • Overview
  • Installation
    • Local Install
    • Docker Install
  • Usage
    • CLI
    • Python
    • Web Dashboard - Invest
    • Plaid Dashboard
  • Other Tools
    • Jupyter Lab Usage
    • Logging
    • Coverage

Overview

🚀 Welcome to FolioFlex! 🚀

📖 Description:

• FolioFlex is your go-to toolkit for portfolio management and market analysis! Dive into the world of stocks, bonds, and more with our user-friendly tools. 📈📊

🔧 Features:

• Market Screener: Filter and find trending stocks. 🔍
• Portfolio Management: Organize and track, your investments. 💼
• Budget Tool: Create and monitor a budget. 💰

📚 Documentation:

• Installation Guide: Get started with FolioFlex in no time! 🛠️

🎥 See It In Action:

• FolioFlex Demo: Visit a dashboard (https://invest.koestner.fun) of FolioFlex and witness the magic! 🌟

🔬 Jupyter Notebook:

• Portfolio Example: Explore a sample portfolio and see FolioFlex in action! 📔

🤝 Contribute:

• Love FolioFlex? Feel free to contribute and make it even better! Every bit of help is appreciated. ❤️

Data sources:

• https://pypi.org/project/yahoo-finance/
• https://fred.stlouisfed.org/docs/api/fred/ (need an API key)
• https://finviz.com/api

Inspiration:

• https://openbb.co/

Installation

Local Install

To install, this repository can be installed by running the following command in the environment of choice.

uv pip install folioflex

Other options can be installed if using more functionality

uv pip install folioflex
uv pip install folioflex[dev]    # if needing to develop or lint

Or could be done using GitHub.

uv pip install git+https://github.com/jkoestner/folioflex.git

If wanting to do more and develop on the code, the following command can be run to install the packages in the requirements.txt file.

uv sync
uv sync --extra dev

Docker Install

The package can also be run in docker which provides a containerized environment, and can host the web dashboard.

To run the web dashboard there are a few prerequisites.

• Docker
• Redis
• Worker
• Flower (optional)

The following can be used in a docker-compose.yml.

version: "3.8"
services:
  folioflex-web:
    image: dmbymdt/folioflex:latest
    container_name: folioflex-web
    command: gunicorn -b 0.0.0.0:8001 folioflex.dashboard.app:server
    restart: unless-stopped
    environment:
      FFX_CONFIG_PATH: /code/folioflex/configs
    ports:
      - '8001:8001'
    volumes:
      - $DOCKERDIR/folioflex-web/configs:/code/folioflex/configs

The docker container has a configuration file that can read in environment variables or could specify within file.

There is also an environment variable that can specify the path to the configuration folder.

Usage

CLI

CLI can be used for easier commands of python scripts for both portfolio or manager. An example of a CLI command is shown below.

ffx email --email_list "['yourname@outlook.com']" --heatmap_market {}

Python

When using the portfolio class, the following code can be used to get the returns of a portfolio.

from folioflex.portfolio.portfolio import Portfolio

config_path = "portfolio_demo.yml"
pf = Portfolio(config_path=config_path, portfolio="company_a")
pf.get_performance()

Web Dashboard - Invest

A demo of the app can be seen at https://invest.koestner.fun/.

It also can be run locally by going to the project root folder and running below. There are a number of environment variables listed in constants to be able to run locally.

python -m folioflex.dashboard.app

Plaid Dashboard

A separate dashboard can be run for transaction aggregation.

The transactions are sourced from Plaid. To be able to use the dashboard there needs to be one other service:

• folioflex db: this is holding the data

The Plaid Pattern repository was used as a reference for the docker-compose setup.

  folioflex-db:
    container_name: folioflex-db
    image: postgres:latest
    restart: unless-stopped
    volumes:
      - $DOCKERDIR/folioflex/database/init:/docker-entrypoint-initdb.d
      - $DOCKERDIR/folioflex/data:/var/lib/postgresql/data
    ports:
      - $PLAID_DB_PORT:5432
    environment:
      POSTGRES_USER: postgres
      POSTGRES_PASSWORD: $PLAID_POSTGRES

Other Tools

Jupyter Lab Usage

To have conda environments work with Jupyter Notebooks a kernel needs to be defined. This can be done defining a kernel, shown below when in the conda environment.

python -m ipykernel install --user --name=folioflex

Logging

If wanting to get more detail in output of messages the logging can increased

from folioflex.utils import config_helper

config_helper.set_log_level("DEBUG")

Coverage

To see the test coverage the following command is run in the root directory.

pytest --cov=folioflex --cov-report=html

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