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

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Avatar for fertkir from gravatar.com fertkir

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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
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