portfolio-allocation

Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds


Keywords
etf, allocation, moex, tinkoff, finex, gnucash
License
CNRI-Python-GPL-Compatible
Install
pip install portfolio-allocation==0.3.11

Documentation

Portfolio Allocation for GnuCash

Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds

What the program does:

  1. Takes instrument allocation from GnuCash's "Security" pie chart report
  2. Fetches data for each instrument from the Internet:
    1. Finex website
    2. Tinkoff website
    3. Yahoo Finance
  3. Generates and opens portfolio allocation report in your browser.

Installation

pip install portfolio-allocation

Usage

To generate report based on default "Securities" GnuCash report for recently open GnuCash file:

portfolio-allocation gnucash

But you'd better customize it, since the "Securities" pie chart is limited to 7 instruments:

portfolio-allocation gnucash -r MyCustomReport1 MuCustomReport2

To select another GnuCash file:

portfolio-allocation gnucash -r MyCustomReport -f /home/user/other.gnucash

To view all the possible options, check:

portfolio-allocation -h