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A CLI tool to track stock portfolios and get AI-powered analysis.

Project description

Stock Tracker CLI

A command-line tool to track your stock portfolio and get AI-powered investment analysis.

Features

  • ๐Ÿ“Š Portfolio Management: Add and remove stock positions with purchase prices
  • ๐Ÿ’น Real-time Data: Fetch current stock prices using Alpha Vantage API
  • ๐Ÿค– AI Analysis: Get intelligent insights using Groq's LLM (llama-3.3-70b-versatile)
  • ๐Ÿ“ง Email Reports: Send HTML-formatted reports with AI analysis via email
  • โšก Smart Caching: 15-minute cache to reduce API calls
  • ๐Ÿณ Docker Support: Containerized deployment with automated scheduled reports

Installation

From PyPI

pip install stock-tracker-cli

From Source

git clone https://github.com/Chukwuebuka-2003/stock_cli.git
cd stock_cli
pip install -e .

Quick Start

1. Configure API Keys

# Setup Groq API key for AI analysis
stock-tracker setup-ai

# Setup Alpha Vantage API key for stock data
stock-tracker setup-alpha-vantage

# Setup email settings (optional, for email reports)
stock-tracker setup-email

Get Free API Keys:

2. Add Stock Positions

# Add a stock position
stock-tracker add AAPL 10 150.00

# Arguments: SYMBOL QUANTITY PURCHASE_PRICE
stock-tracker add MSFT 5 300.00
stock-tracker add GOOGL 3 2800.00

3. Generate Reports

# View portfolio report in terminal
stock-tracker report

# Get AI-powered analysis
stock-tracker ai_report

# Send AI report via email
stock-tracker ai_report --email recipient@example.com

Commands

Portfolio Management

# Add a stock position
stock-tracker add <SYMBOL> <QUANTITY> <PURCHASE_PRICE>

# Remove a stock position
stock-tracker remove <SYMBOL>

Reports

# Generate plain text report
stock-tracker report

# Generate AI-powered analysis report
stock-tracker ai_report [--email EMAIL]

Configuration

# Configure Groq API key
stock-tracker setup-ai

# Configure Alpha Vantage API key
stock-tracker setup-alpha-vantage

# Configure email settings
stock-tracker setup-email

Example Output

Stock Portfolio Report
Generated on: 2025-11-09 10:30:00

โ•”โ•โ•โ•โ•โ•โ•โ•โ•โ•ฆโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฆโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฆโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฆโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฆโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•—
โ•‘ Symbol โ•‘ Quantity โ•‘ Purchase Price โ•‘ Current Price โ•‘    Value   โ•‘ Gain/Loss (%)   โ•‘
โ• โ•โ•โ•โ•โ•โ•โ•โ•โ•ฌโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฌโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฌโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฌโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฌโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฃ
โ•‘  AAPL  โ•‘   10.0   โ•‘    $150.00     โ•‘    $178.50    โ•‘  $1,785.00 โ•‘ +$285.00 (+19%) โ•‘
โ•‘  MSFT  โ•‘    5.0   โ•‘    $300.00     โ•‘    $385.20    โ•‘  $1,926.00 โ•‘ +$426.00 (+28%) โ•‘
โ•‘ GOOGL  โ•‘    3.0   โ•‘   $2,800.00    โ•‘   $2,950.00   โ•‘  $8,850.00 โ•‘ +$450.00 (+5%)  โ•‘
โ•šโ•โ•โ•โ•โ•โ•โ•โ•โ•ฉโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฉโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฉโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฉโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•ฉโ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•โ•

Portfolio Summary:
Total Value: $12,561.00
Total Gain/Loss: +$1,161.00 (+10.2%)

Docker Deployment

Build and Run

# Build the image
docker-compose build

# Run one-time report
docker-compose run stock-tracker stock-tracker report

# Run with scheduled reports (daily at 4:30 PM UTC on weekdays)
docker-compose up -d cron

Environment Variables

Create a .env file:

GROQ_API_KEY=your_groq_api_key
ALPHA_VANTAGE_API_KEY=your_alpha_vantage_key
EMAIL_SMTP_SERVER=smtp.gmail.com
EMAIL_PORT=587
EMAIL_USERNAME=your_email@gmail.com
EMAIL_PASSWORD=your_app_password
EMAIL_RECIPIENT=recipient@example.com

Configuration Files

The CLI stores data in platform-specific directories:

  • Linux: ~/.config/StockTrackerCLI/ and ~/.local/share/StockTrackerCLI/
  • macOS: ~/Library/Application Support/StockTrackerCLI/
  • Windows: %LOCALAPPDATA%\StockTrackerCLI\

Files:

  • config.json - API keys and email settings
  • positions.json - Your stock positions
  • cache.json - Cached stock data (15-minute expiry)
  • logs/stock_tracker.log - Application logs

Requirements

  • Python 3.8 or higher
  • Internet connection for API access
  • API keys:
    • Groq API (for AI analysis)
    • Alpha Vantage API (for stock data)
  • SMTP server access (optional, for email reports)

Dependencies

  • click - CLI framework
  • pandas - Data manipulation
  • groq - AI inference
  • alpha-vantage - Stock data API
  • python-dateutil - Date utilities
  • appdirs - Cross-platform directories

Gmail Setup

For Gmail users, you'll need to use an App Password:

  1. Enable 2-factor authentication on your Google account
  2. Go to https://myaccount.google.com/apppasswords
  3. Generate an app password for "Mail"
  4. Use this app password when running stock-tracker setup-email

License

MIT License - see LICENSE file for details

Author

Chukwuebuka Ezeokeke - GitHub

Contributing

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

Issues

Found a bug? Please report it on the GitHub Issues page.

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