portfolio-performance-converter 0.1.0

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.

Supported Brokers

Broker	Input Format	Detection Status	Instructions
Binance	CSV	✅ Automatic	View Instructions
Coinbase	CSV	✅ Automatic	View Instructions
Inversis	Excel / HTML	✅ Automatic	View Instructions
MyInvestor	CSV	✅ Automatic	View Instructions
XTB	Excel	✅ Automatic	View Instructions

Quick Start (Recommended)

The easiest way to run the tool without installing it globally is using uvx (part of the uv toolchain).

Launch Web Interface:

uvx portfolio-performance-converter web

Run CLI:

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

Alternative Installation

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 (with uv)

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

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

Or if you have cloned the repository:

# Run directly from source folder
uv run pp-converter web

Usage Examples

CLI Basic Usage:

pp-converter --input <path_to_file> --output <output_file.csv>

Examples:

# Single file
pp-converter --input "orders.csv" --output "converted.csv"

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

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.