Wei's Portfolio

Portfolio site

Wei's Portfolio is a personal investment dashboard that publishes a clean, public view of a private portfolio. It combines generated portfolio data, live local market overlays, market pulse panels, stock details, and a lightweight watchlist for stocks worth tracking.

The project is designed around a privacy boundary: raw broker exports, transaction records, local notes, and secrets stay on the local machine. The repo only keeps public-safe generated data and static site output.

Credit to the original reference project: huangchink/portfolio.

What It Shows

• Holdings overview, total value, cash, cost basis, unrealized and realized P&L.
• Top holdings, concentration, stock detail table, valuation, drawdown, trend, and P&L.
• Watchlist table with price, trailing P/E, forward P/E, one-year drawdown, and alert signals.
• Market pulse panels for sentiment, S&P 500 trend, estimated trailing P/E, VIX, put/call, and margin data.
• Project roadmap modal documenting completed milestones and upcoming work.

Project Shape

• portfolio.py: thin CLI wrapper for serving or exporting the site.
• portfolio_app/: Flask app, data loading, snapshot assembly, market data access, templates, and static assets.
• data/: public-safe generated JSON used by the runtime and static site.
• docs/: GitHub Pages output and project documentation.
• scripts/: local import/build helpers.
• imports/ and private/: local-only source material, ignored by git.

Local Setup

python3 -m venv .venv
source .venv/bin/activate
pip install -r requirements.txt

Run the local server:

PORT=5002 .venv/bin/python portfolio.py --serve

Open http://localhost:5002. The health check is available at http://localhost:5002/health.

Static Export

Generate the GitHub Pages HTML output:

.venv/bin/python portfolio.py --output docs/index.html

Portfolio Data Refresh

Keep raw Firstrade CSV files local under imports/firstrade/. To rebuild public-safe portfolio data from the latest CSV:

.venv/bin/python scripts/build_portfolio_data.py \
  --firstrade-csv imports/firstrade/FT_CSV_91323853.csv \
  --refresh-prices \
  --build-output docs/index.html

This updates generated public files such as data/holdings.json, data/portfolio_metrics.json, data/portfolio_snapshots.json, and docs/index.html. Do not commit raw broker exports or private/transactions.json.

Verification

PYTHONPYCACHEPREFIX=/tmp/pycache python3 -m py_compile portfolio.py
PYTHONPATH=. .venv/bin/pytest
.venv/bin/python portfolio.py --output docs/index.html

More Docs

• Holdings import
• Data foundation
• Local automation
• Project roadmap