This is a small tool that visually summarizes your portfolio consisting of stocks, ETFs and crypto-currencies in a dash-based WebUI. That WebUI will be accessible on port 8085 of your machine.
This tool requires "dash", "dash-auth", "pandas", "beautifulsoup4", "waitress", "fake-useragent" and "requests" for python to be installed (via pip install dash dash-auth pandas requests beautifulsoup4 fake-useragent).
Please provide a portfolio.csv that contains your portfolio-setup's details:
- holdings' names,
- trade-symbols,
- amount,
- asset type (Cash, Stock, ETF or Crypto) and
- the invested money for each position ("Amount" and "Invested" are equal for Cash)
- previously realised profits and losses per position (set 0 otherwise)
For further details on this portfolio-configuration take a look at the included demo-portfolio.csv file! If no portfolio.csv is provided, the included demo-file will be used for demonstration purposes.
The portfolio.csv file needs to be placed in the data-folder.
You can optionally use basic-auth to have some rudimentary login required to access your Dashboard. Create a text-file called basic_auth.txt that has a Username in its first line and a Password in its second line. Place that file in the data-folder.
Start the tool with python main.py. Once the flask-server is started, you can access the WebUI via "127.0.0.1:8085" from the same machine or from any other device within the same network by accessing ":8085" via a web-browser. After changing the content in your portfolio.csv-file you might have to reload the webUI or click on the "Load / Refresh Data" button.
Please mount a folder containing portfolio.csv and optionally the basic-auth.txt file as the data folder /data and expose port 8085 or map it to a desired port. After this you can run the container and access the WebUI via "127.0.0.1:8085" from the same machine or from any other device within the same network by accessing ":8085" via a web-browser. After changing the content in your portfolio.csv-file you might have to reload the webUI or click on the "Load / Refresh Data" button.