Portfolio Allocation for GnuCash
Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds
What the program does:
- Takes instrument allocation from GnuCash's "Security" pie chart report
- Fetches data for each instrument from the Internet:
- Finex website
- Tinkoff website
- Yahoo Finance
- Generates and opens portfolio allocation report in your browser.
Installation
pip install portfolio-allocation
Usage
To generate report based on default "Securities" GnuCash report for recently open GnuCash file:
portfolio-allocation gnucash
But you'd better customize it, since the "Securities" pie chart is limited to 7 instruments:
portfolio-allocation gnucash -r MyCustomReport1 MuCustomReport2
To select another GnuCash file:
portfolio-allocation gnucash -r MyCustomReport -f /home/user/other.gnucash
To view all the possible options, check:
portfolio-allocation -h
1 maintainer
Metadata
1 maintainer
Release files for portfolio-allocation 0.3.12
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Source distribution (sdist)
| File | Size | Uploaded | Provenance | Actions |
|---|---|---|---|---|
| portfolio_allocation-0.3.12.tar.gz | 22.3 kB | Without provenance | Details for portfolio_allocation-0.3.12.tar.gz |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Actions Reset |
|---|---|---|---|---|
| portfolio_allocation-0.3.12-py3-none-any.whl | Python 3 | none | any | Details for portfolio_allocation-0.3.12-py3-none-any.whl |
Total release size: 49.3 kB
Release files / portfolio_allocation-0.3.12.tar.gz
| Download URL | portfolio_allocation-0.3.12.tar.gz |
|---|---|
| Size | 22.3 kB |
| Tags | Source |
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twine/6.0.1 CPython/3.12.8
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Release files / portfolio_allocation-0.3.12-py3-none-any.whl
| Download URL | portfolio_allocation-0.3.12-py3-none-any.whl |
|---|---|
| Size | 27.0 kB |
| Tags | Python 3 |
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SHA-256 checksum How to use checksums |
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No |
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twine/6.0.1 CPython/3.12.8
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Security for portfolio-allocation 0.3.12
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