portfolio-performance-converter 0.2.0

Tool to convert exports from various brokers to a CSV format compatible with Portfolio Performance.

Broker to Portfolio Performance Converter

Tool to convert exports from various brokers to a CSV format compatible with Portfolio Performance. The system automatically detects the broker format from the input files.

Motivation

TL;DR: This tool automates the transformation of bank and broker exports (often chaotic and heterogeneous) into a standardized CSV format that Portfolio Performance can import without errors.

The Problem

Portfolio Performance is an exceptional platform for monitoring financial assets, calculating returns, and managing investment portfolios. However, manually inputting every purchase, sale, or dividend is a tedious and error-prone task.

Although Portfolio Performance supports bulk importing via CSV files, the current financial ecosystem presents several challenges:

• Heterogeneous Formats: Every financial institution exports data in a different format (XLS, CSV, JSON, XML).
• Data Inconsistency: Column names, date formats, and decimal separators vary between brokers.
• Incomplete Information: Key identifiers like ISIN or Ticker Symbols are often missing, preventing Portfolio Performance from correctly identifying the asset.

The Solution

This tool acts as an intelligent bridge. It automatically detects the source of your files, cleans the data, searches for missing identifiers (like Tickers), and unifies all information into a single CSV file perfectly compatible with Portfolio Performance.

Installation

🚀 Docker (Recommended)

The easiest way to run the tool without installing Python or dependencies.

Launch Web Interface:

docker run --rm -p 7860:7860 ghcr.io/marmol-dev/portfolio-performance-converter:latest

Run CLI:

docker run --rm -v $(pwd):/data ghcr.io/marmol-dev/portfolio-performance-converter:latest -i /data/input.csv -o /data/output.csv

Using uvx

Use uvx (part of the uv toolchain) to run it without manual installation.

Launch Web Interface:

uvx --from portfolio-performance-converter pp-converter web

Run CLI:

uvx --from portfolio-performance-converter pp-converter -i input.csv -o output.csv

Using pip

Install the package from PyPI:

pip install portfolio-performance-converter

Then run it:

# Web Interface
pp-converter web

# CLI
pp-converter -i input.csv -o output.csv

Run from Source

If you want to run the latest version from git without cloning:

uvx --from git+https://github.com/marmol-dev/portfolio-performance-converter portfolio-performance-converter web

Or if you have cloned the repository:

uv run pp-converter web

Usage

🌐 Web Interface (Recommended)

The easiest way for most users. Just upload your files and download the result.

1. Launch the web app (see Installation).
2. Upload your broker export files.
3. Download the converted.csv.

💻 Command Line Interface (CLI)

Ideal for advanced users or automation.

# Basic usage
pp-converter --input <path_to_file> --output <output_file.csv>

# Multiple files
pp-converter --input file1.csv file2.xlsx --output "converted.csv"

📥 Importing into Portfolio Performance

Once you have your converted.csv:

1. Open Portfolio Performance.
2. Go to File > Import > CSV Files...
3. Select your converted.csv and follow the matching wizard.

Supported Brokers

Broker	Input Format	Detection Status	Export instructions	Example
Binance	CSV	✅ Automatic	Instructions	Sample
Coinbase	CSV	✅ Automatic	Instructions	Sample
Inversis	Excel / HTML	✅ Automatic	Instructions	Sample
MyInvestor	CSV	✅ Automatic	Instructions	Sample
XTB	Excel	✅ Automatic	Instructions	Sample

Development

If you want to contribute or work with the source code:

1. Clone the repository

git clone <repository_url>
cd portfolio-performance-converter

2. Install dependencies (with uv)

We recommend using uv for development.

uv sync

3. Running Tests

uv run pytest

Project Structure

• src/: Main source code.
  • converters/: Conversion modules for each broker.
  • utils.py: Shared utility functions.
  • market_data.py: Interaction with Yahoo Finance.
  • main.py: Unified CLI entry point.
  • app.py: Web graphical interface (Gradio).
• config.yaml: Configuration of overrides for ISINs/Symbols.