Portfolio tools for GnuCash
A collection of tools for managing an investment portfolio in GnuCash
User-oriented documentation is at http://portfolio.alensiljak.tk
The purpose of the project is to provide tools that help in managing an investment portfolio in a GnuCash book. The code is written in Python.
## Development Environment
The development environment should include the following:
- Python IDE (vscode or pycharm)
- Python 3.6
- node + npm
All the libraries are listed in requirements.txt.
To install the required development and runtime dependencies, run
` pip install -r requirements.txt `
in the root and app directory since requirements.txt is in the project root.
The local/development versions of any library can be registered with
pip install -e <path>
pip install -e .
Go to config directory and copy the config.json.template file into config.json. Adjust any values as needed. This file can also be edited by going to the Settings option in the web app (webgui).
See tests directory and documentation and tests there. Simply run
to run all tests.
pylint can be used to check for errors. You can check the code by doing the following:
- run utilslint_app.cmd from project root directory,
- run lint tasks from vscode,
- run pylint gnucash_portfolio to check the library.
Pay attention to the Error and Fatal lines. See utils/lint_app.cmd script for coloring output.
Ref: [PyLint Output](https://docs.pylint.org/en/1.6.0/output.html)
An approach using gnucash_utilities project is found in the /reports directory.
The basic idea here is to have GnuCash open a custom report, which runs a Python script, which generates an HTML output. Gnucash_utilities project provides utilities that generate the Scheme links in the user profile directory. You need to create the Python scripts, which return the HTML output generated with Jinja templates (or any other).
This approach has been abandoned due to the performance benefit of using the web app directly for all data input and output.
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