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Portfolio Project

Overview

A Python program that takes a spreadsheet with stock tickers and shares to generate a new spreadsheet with latest prices and other information. A tracker that helps organize stocks distributed across different platforms without exposing personal data (since this is a local program without any databases) and get the latest price. A similar replica of the portfolio tracker in Morning Star.

I'm open to work. Please visit my LinkedIn if interested and I'm very happy to receive any feedback on my project.

Usage

Please name the first two columns as (tickers, shares) and place the spreadsheet inside myFiles folder. See examples in myFiles folder.

Get your API key

Please get your free API Keys from Financial Modeling Prep and Serp API. Then run the following command to set up the key as your environment variables.

Run command:

source setup.sh {Financial Modeling Prep API Key} {Serp API Key}

Run program

Run this program with the command:

python3 myPortfolio/stats.py --filename {filename}

Please note that to use "filename" instead of the "path", because it assumes you have already put the file inside myFiles folder.

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