portfolio-tracker-cli 1.0.0

A professional command-line tool for tracking crypto and stock investments

Portfolio Tracker CLI

A professional command-line tool for tracking your cryptocurrency and stock investments across multiple platforms with beautiful, real-time reporting.

✨ Features

• 📊 Real-time Portfolio Tracking: Monitor your investments with live price data
• 🆔 Unique Transaction IDs: Each transaction gets a unique identifier for easy management
• 💼 Multi-Platform Support: Track investments across Binance, OKX, Coinbase, and Fidelity
• 📈 Beautiful Reports: Rich, color-coded tables showing detailed portfolio analysis
• 🔄 Full CRUD Operations: Add, view, edit, and delete transactions
• 🎨 Professional CLI: Beautiful terminal output with Rich library
• 📱 Cross-Platform: Works on macOS, Linux, and Windows

🚀 Quick Start

Installation

# Install from PyPI
pip install portfolio-tracker-cli

# Or install from source
git clone https://github.com/yourusername/portfolio-tracker-cli.git
cd portfolio-tracker-cli
pip install -e .

Basic Usage

# Add a crypto transaction
portfolio add --symbol BTCUSD --platform binance --amount 4000 --qty 0.05

# Add a stock transaction
portfolio add --symbol AAPL --platform fidelity --amount 1500 --qty 10

# View your portfolio report
portfolio report

# List all transactions
portfolio list

# Edit a transaction
portfolio edit --id abc12345 --symbol ETHUSD --amount 2000

# Delete a transaction
portfolio delete --id abc12345

📋 Commands

add - Add New Transaction

Add a new investment transaction to your portfolio.

portfolio add --symbol <SYMBOL> --platform <PLATFORM> --amount <AMOUNT> --qty <QUANTITY>

Arguments:

• --symbol: Investment symbol (e.g., BTCUSD, ETHUSD, AAPL, QQQM)
• --platform: Trading platform (binance, okx, coinbase, fidelity)
• --amount: Amount spent in USD
• --qty: Quantity purchased

Examples:

# Buy Bitcoin on Binance
portfolio add --symbol BTCUSD --platform binance --amount 4000 --qty 0.05

# Buy Apple stock on Fidelity
portfolio add --symbol AAPL --platform fidelity --amount 1500 --qty 10

# Buy Ethereum on Coinbase
portfolio add --symbol ETHUSD --platform coinbase --amount 2000 --qty 0.1

report - Generate Portfolio Report

Generate a comprehensive portfolio report with real-time prices and P&L calculations.

portfolio report

Output includes:

• 📊 Detailed breakdown by platform and symbol
• 📈 Symbol summary (cross-platform averages)
• 🏦 Asset class summary (crypto vs stocks)
• 💰 Real-time profit/loss calculations
• 🎨 Color-coded performance indicators

list - List All Transactions

Display all transactions in a beautiful table format.

portfolio list

Shows:

• Transaction ID
• Date and time
• Symbol and platform
• Amount and quantity
• Asset class

edit - Edit Transaction

Modify an existing transaction by its ID.

portfolio edit --id <TRANSACTION_ID> [--symbol <NEW_SYMBOL>] [--platform <NEW_PLATFORM>] [--amount <NEW_AMOUNT>] [--qty <NEW_QUANTITY>]

Arguments:

• --id: Transaction ID (required)
• --symbol: New symbol (optional)
• --platform: New platform (optional)
• --amount: New amount (optional)
• --qty: New quantity (optional)

Example:

# Change the amount of transaction abc12345
portfolio edit --id abc12345 --amount 2500

# Change symbol and platform
portfolio edit --id abc12345 --symbol ETHUSD --platform coinbase

delete - Delete Transaction

Remove a transaction from your portfolio.

portfolio delete --id <TRANSACTION_ID> [--force]

Arguments:

• --id: Transaction ID (required)
• --force: Skip confirmation prompt (optional)

Example:

# Delete with confirmation
portfolio delete --id abc12345

# Delete without confirmation
portfolio delete --id abc12345 --force

🏦 Supported Platforms

Platform	Type	Symbols	Description
Binance	Crypto	BTCUSD, ETHUSD, BNBUSD, etc.	Binance.US API
OKX	Crypto	BTC-USD, ETH-USD, etc.	OKX Exchange API
Coinbase	Crypto	BTC-USD, ETH-USD, etc.	Coinbase API
Fidelity	Stocks/ETFs	AAPL, QQQM, SPY, etc.	Via Stooq data

📊 Data Storage

All portfolio data is stored locally in portfolio_data.json in your current directory. The file contains:

• Unique transaction IDs
• Transaction details (symbol, platform, amount, quantity)
• Timestamps
• Asset classification

Example data structure:

{
  "transactions": {
    "abc12345": {
      "id": "abc12345",
      "symbol": "BTCUSD",
      "platform": "binance",
      "amount": 4000.0,
      "qty": 0.05,
      "timestamp": "2024-01-15T10:30:00",
      "asset_class": "crypto"
    }
  },
  "last_updated": "2024-01-15T10:30:00"
}

🎨 Beautiful Output

The CLI uses the Rich library to provide beautiful, color-coded output:

• Green: Positive P&L
• Red: Negative P&L
• Cyan: Headers and labels
• Magenta: Table headers
• Blue: Information panels

🔧 Configuration

The tool automatically creates necessary files in your current directory:

• portfolio_data.json: Your portfolio data
• portfolio_config.json: Configuration settings (future use)

🚀 Publishing to PyPI

To publish this tool to PyPI:

1. Update setup_cli.py:

   • Change author information
   • Update GitHub repository URL
   • Modify package name if needed

2. Build and upload:

   python setup_cli.py sdist bdist_wheel
   twine upload dist/*
   

3. Install globally:

   pip install portfolio-tracker-cli
   

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

📄 License

This project is licensed under the MIT License - see the LICENSE file for details.

🙏 Acknowledgments

• Rich for beautiful terminal output
• Pandas for data manipulation
• Requests for API calls

📞 Support

If you encounter any issues or have questions:

1. Check the GitHub Issues
2. Create a new issue with detailed information
3. Include your operating system and Python version

---

Happy Investing! 📈💰