Portfolio monitoring app

A web application to monitor portfolio's performance

Try it yourself using docker

The web app currently only supports Chinese equities, and it is using jqsdk to acquire data thus you need to have a free account with them.

Apple Silicon

docker pull lamonkey/risk-monitor-app:arm64
docker volume create rma_volumne
docker run -p 7860:7860 -e JQDATA_USER=USERNAME -e JQDATA_PASSWORD=PASSWORD -e SECRET_COOKIE=my_super_safe_cookie_secret -v rma_volume:/code/instance lamonkey/risk-monitor-app:arm64

Go to localhost:7860 The default username and password is user and password

Intel Machine

docker pull lamonkey/risk-monitor-app:amd64
docker volume create rma_volumne
docker run -p 7860:7860 -e JQDATA_USER=USERNAME -e JQDATA_PASSWORD=PASSWORD -e SECRET_COOKIE=my_super_safe_cookie_secret -v rma_volume:/code/instance lamonkey/risk-monitor-app:amd64

Currently Supported Analysis

• Risk
• Compound return
• PnL
• Cash position
• BHB Return Attribute
• Maximum drawdown

Currently Supported Feature

• Real-time streaming of PnL, Compound return and Maximum drawdown
• Interactive plot and table
• Schedule to update stock price
• User Login
• Customizable layout

Tech Stack

panel

Development

git pull https://github.com/Lamonkey/portfolio-monitoring-app.git
cd portfolio-monitoring-app
python -m venv venv
source venvbin/activate
pip install -r requirements.txt

Then create a .env file at the project root

JQDATA_USER=USERNAME
JQDATA_PASSWORD=PASSWORD

Then run the app

cd src
panel serve pages/* --basic-auth ./credential.json --cookie-secret=${SECRET_COOKIE} --setup backgroundTask.py --address 0.0.0.0 --port 7860 --allow-websocket-origin "*"