investorzilla.gsheets-obsolete.yaml

---
# The Investor app requires 3 things to let you navigate and visualize your
# portfolio:
#
# 1. Your portfolio worksheet
#    This is a GoogleSheet that contains 2 time series:
#      a. Dated balance of all your funds
#      b. All in and out movements from your fund (ledger)
#    From the funds found in your worksheet, new fund compositions can be
#    created. In other words you can view two (or more) of your investments as
#    a new fund, so compound fund share value and number of shares will be
#    computed. For example, you can view your "Crypto Holds" and "Crypto ETFs"
#    as one single fund to study movements and performance.
#
# 2. Currency converters
#    The currencies you work with (including crypto) and where to pull
#    historical data about them.
#
# 3. Market benchmarks or indices
#    Benchmarks as the Nasdaq index, S&P 500 or simply daily Bitcoin price for
#    you to compare the performance of your investments.
#


portfolio:
    - type: !!python/name:investorzilla.portfolios.uri.URIBalanceOrLedger ''
      params:
        URI: ~/Notebooks/freqtrade/balances.txt
        kind: traderbot_balance
        sheetStructure:
            separator: "|"
            # In here you describe how the BALANCE and LEDGER data is
            # organized in sheets and columns
            balance:
                columns:
                    # Time is in column called 'time'
                    time: time

                    # Name of funds on each row is under this column
                    fund: fund

                    # Column called 'Saldo USD' contains values in 'USD' and so on.
                    monetary:
                        - currency:     USD
                          name:         USD

    - type: !!python/name:investorzilla.portfolios.uri.URIBalanceOrLedger ''
      params:
        URI: ~/Notebooks/MercadoBitcoinBalance/balances.txt
        kind: mercadobitcoin_balance
        sheetStructure:
            separator: "|"
            # In here you describe how the BALANCE and LEDGER data is
            # organized in sheets and columns
            balance:
                columns:
                    # Time is in column called 'time'
                    time: time

                    # Name of funds on each row is under this column
                    fund: fund

                    # Column called 'Saldo USD' contains values in 'USD' and so on.
                    monetary:
                        - currency:     BRL
                          name:         BRL


    # Ledger:       https://docs.google.com/spreadsheets/d/e/2PACX-1vSKA1zpHJ7YjJ6kphj5B_TxQNa_pYUDZFTj038zq-usrvB4J4nqieyuVvraH6B134qiyv17SgxEvpaw/pub?gid=476533794&single=true&output=tsv
    # Balance:      https://docs.google.com/spreadsheets/d/e/2PACX-1vSKA1zpHJ7YjJ6kphj5B_TxQNa_pYUDZFTj038zq-usrvB4J4nqieyuVvraH6B134qiyv17SgxEvpaw/pub?gid=985882980&single=true&output=tsv
    # Balance form: https://docs.google.com/spreadsheets/d/e/2PACX-1vSKA1zpHJ7YjJ6kphj5B_TxQNa_pYUDZFTj038zq-usrvB4J4nqieyuVvraH6B134qiyv17SgxEvpaw/pub?gid=1092685983&single=true&output=tsv
    - type: !!python/name:investorzilla.portfolios.google_sheets.GoogleSheetsBalanceAndLedger ''
      params:
        # Get Google Sheets API access credentials at https://console.cloud.google.com/apis/credentials/oauthclient/
        credentialsFile: &gappcreds ~/Notebooks/investorzilla/app-credentials-for-google-sheets.json

        # A tag to differentiate from other data from same GSheet
        kind: form_entry

        sheetStructure:
            sheet: &gsheet 1iBlzYMouXxbBSHEtBIvI4wuY_bE2VyoIprPchnyJRso

            # In here you describe how the BALANCE and LEDGER data is
            # organized in sheets and columns
            balance:
                # The sheet/tab range with your balances
                sheetRange: Saldos form!A:D
                columns:
                    # Time is in column called 'Data'
                    time: Timestamp

                    # Name of funds on each row is under this column
                    fund: Fundo

                    # Column called 'Saldo USD' contains values in 'USD' and so on.
                    monetary:
                        - currency:     BRL
                          name:         Saldo BRL
                        - currency:     USD
                          name:         Saldo USD


    - type: !!python/name:investorzilla.portfolios.google_sheets.GoogleSheetsBalanceAndLedger ''
      params:
        # Get Google Sheets API access credentials at https://console.cloud.google.com/apis/credentials/oauthclient/
        credentialsFile: *gappcreds
        sheetStructure:
            sheet: *gsheet

            # A tag to differentiate from other data from same GSheet
            kind: main

            # In here you describe how the BALANCE and LEDGER data is
            # organized in sheets and columns
            balance:
                # The sheet/tab range with your balances
                sheetRange: Saldos!A:D
                columns:
                    # Time is in column called 'Data'
                    time: Data

                    # Name of funds on each row is under this column
                    fund: Fundo composto

                    # Column called 'Saldo USD' contains values in 'USD' and so on.
                    monetary:
                        - currency:     BRL
                          name:         Saldo BRL
                        - currency:     USD
                          name:         Saldo USD


            ledger:
                # The sheet/tab with all your in and out movements (ledger)
                sheetRange: Entradas e saidas brutas!A:E
                columns:
                    time: Data
                    fund: Fundo composto

                    # Name of columns with random comments
                    comment: Comentário
                    monetary:
                        - currency:     BRL
                          name:         Movimento BRL
                        - currency:     USD
                          name:         Movimento USD



currency_converters:
    # Included CurrencyConverter python classes are:
    # - investorzilla.currency.brasil_banco_central.BCBCurrencyConverter:
    #       Pulls daily BRL/USD and BRL/EUR currency data from Banco Central
    #       do Brasil, compared to BRL.
    #
    # - investorzilla.currency.cryptocompare.CryptoCompareCurrencyConverter
    #       Pulls daily crypto data (BTC/ETH etc) from CryptoCompare,
    #       compared to USD.

    # Inside the app there is the investor.monetary_time_series.CurrencyExchange
    # class that contains many CurrencyConverter’s data and is capable of many
    # currency conversion operations between them.



    # USD➔BRL
    - type: &BCBCurrencyConverter !!python/name:investorzilla.currency.brasil_banco_central.BCBCurrencyConverter ''
      params:
            currencyFrom: USD

    # EUR➔BRL
    # - type: *BCBCurrencyConverter
    #   params:
    #         currencyFrom: EUR

    # USD➔BTC
    - type: &CryptoCompareCurrencyConverter !!python/name:investorzilla.currency.cryptocompare.CryptoCompareCurrencyConverter ''
      params:
            # Get your API key at https://www.cryptocompare.com/cryptopian/api-keys
            apiKey: &cckey b1b9b53ae6cf78a5825aa599a764bd111325381bbcdb9a62f231da54712f7123
            currencyFrom: BTC

    # USD➔ETH
    - type: *CryptoCompareCurrencyConverter
      params:
            # Notice how we reference with *cckey a piece of data previously
            # tagged as &cckey
            apiKey: *cckey
            currencyFrom: ETH



benchmarks:
    # Describe the benchmarks you want to use.
    #
    # Included MarketIndex python classes are:
    #
    # - investorzilla.marketindex.brasil_banco_central.BCBMarketIndex
    #       Pulls Brazilian indices from Banco Central do Brasil, as INPC, CDI etc
    #
    # - investorzilla.marketindex.yahoo_finance.YahooMarketIndex
    #       Pulls global indices from Yahoo Finance
    #       See https://finance.yahoo.com/world-indices
    #
    # - investorzilla.marketindex.federal_reserve.FREDMarketIndex
    #       Pulls market indices from Federal Reserve


    - kind: from_currency_converter
      from_to: BRLUSD
      
    - kind: from_currency_converter
      from_to: USDBRL
      
    - kind: from_currency_converter
      from_to: BTCUSD
      
    - kind: from_currency_converter
      from_to: USDBTC
      
    - type: &BCBMarketIndex !!python/name:investorzilla.marketindex.brasil_banco_central.BCBMarketIndex ''
      params:
            name: IPCA
        
    - type: *BCBMarketIndex
      params:
            name: CDI
        
    - type: *BCBMarketIndex
      params:
            name: SELIC
        
    - type: *BCBMarketIndex
      params:
            name: IGPM
        
    - type: *BCBMarketIndex
      params:
            name: INPC
        
    - type: &YahooMarketIndex !!python/name:investorzilla.marketindex.yahoo_finance.YahooMarketIndex ''
      params:
            currency: BRL
            friendlyName: Índice BoVESPa (^BVSP)
            name: ^BVSP
        
    - type: *YahooMarketIndex
      params:
            friendlyName: SPDR S&P 500 ETF Trust
            name: SPY
        
    - type: *YahooMarketIndex
      params:
            friendlyName: iShares Core S&P 500 ETF (IVV)
            name: IVV
        
    - type: *YahooMarketIndex
      params:
            friendlyName: Vanguard S&P 500 ETF (VOO)
            name: VOO
        
    - type: *YahooMarketIndex
      params:
            friendlyName: S&P 500 (^GSPC)
            name: ^GSPC
        
    - type: *YahooMarketIndex
      params:
            friendlyName: Dow Jones (^DJI)
            name: ^DJI

    - type: *YahooMarketIndex
      params:
            friendlyName: NASDAQ (^IXIC)
            name: ^IXIC
        
    - type: *YahooMarketIndex
      params:
            friendlyName: Invesco Nasdaq 100 ETF (QQQM)
            name: QQQM
        
    - type: *YahooMarketIndex
      params:
            friendlyName: Invesco QQQ
            name: QQQ



# The «?check_same_thread=False» is important for SQLite and SQLAlchemy multithreading support
cache_database: sqlite:///investorzilla.cache?check_same_thread=False
# cache_database: mysql+pymysql://investorzilla:owlsmx847@localhost/investorzilla


# Default starting currency
currency: USD