Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds

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  • License: GNU General Public License v3 or later (GPLv3+) (GPL-3.0-or-later)
  • Author: Kirill Fertikov
  • Tags etf, allocation, moex, tinkoff, finex, gnucash
  • Requires: Python <4.0, >=3.12
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Project description

Portfolio Allocation for GnuCash

Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds

What the program does:

  1. Takes instrument allocation from GnuCash's "Security" pie chart report
  2. Fetches data for each instrument from the Internet:
    1. Finex website
    2. Tinkoff website
    3. Yahoo Finance
  3. 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

Project details

Verified details

These details have been verified by PyPI
Maintainers
Avatar for fertkir from gravatar.com fertkir

Unverified details

These details have not been verified by PyPI
Project links
Meta
  • License: GNU General Public License v3 or later (GPLv3+) (GPL-3.0-or-later)
  • Author: Kirill Fertikov
  • Tags etf, allocation, moex, tinkoff, finex, gnucash
  • Requires: Python <4.0, >=3.12
Classifiers

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0.3.11

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