portfolio-risk-tracker 0.2.0

Terminal dashboard for portfolio risk metrics — beta, Sharpe, VaR, drawdown, alpha & more. Multi-provider market data + Plaid brokerage sync.

Portfolio Risk Metrics Tracker

A terminal-based portfolio risk dashboard built with Rich.

Install

pip install portfolio-risk-tracker

Usage

# Add positions
portfolio-tracker add AAPL 50 172.50
portfolio-tracker add MSFT 20 415.00

# Import from a Merrill Lynch CSV export
portfolio-tracker import-csv ~/Downloads/holdings.csv

# Full risk dashboard
portfolio-tracker dashboard

# Export to PDF
portfolio-tracker export --format pdf

# Other commands
portfolio-tracker list
portfolio-tracker remove AAPL
portfolio-tracker set-benchmark QQQ
portfolio-tracker set-risk-free 0.045

Metrics

Metric	Description
Beta	Portfolio sensitivity to the benchmark
Sharpe Ratio	Risk-adjusted return (annualised)
Sortino Ratio	Sharpe using only downside deviation
Alpha	Excess return above CAPM prediction
Information Ratio	Active return per unit of tracking error
Tracking Error	Annualised std dev of active returns
VaR 95%	Daily loss not exceeded 95% of the time
Max Drawdown	Largest peak-to-trough decline

Data

Holdings are stored in ~/.portfolio_tracker/holdings.json. Market data is fetched live from Yahoo Finance.

Requirements

Python 3.9+