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Create Portfolio data structure and add basic comparison logic #56

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boboman-1 opened this issue Feb 15, 2021 · 3 comments
Open
3 tasks

Create Portfolio data structure and add basic comparison logic #56

boboman-1 opened this issue Feb 15, 2021 · 3 comments

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@boboman-1
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Portfolio Support

Users may want to do some due diligence and select a symbols to research. Give user a convenient way to incorporate and track tickers they are interested in within stocktrend utility. Tell the user when tickers they are tracking are added or removed from scrape_latest.

Implementation

In progress

Utilizing similar config pattern as main_utils, allow users to track specific tickers in groupings called portfolios. Persist in an .ini file. Use latest scraper data to update a system-level Portfolio.

note Try to make Portfolios optional, do not couple with current scraping if possible.

Minimum-Viable-Product Acceptance Criteria:

  • Able to CRUD Portfolios
  • Portfolio comparison logic ("diffs"/"deltas")
  • Print to Console when scrape_latest adds or removes tickers that were previously in the scrape_latest portfolio
  • Print to Console when scrape_latest adds or removes tickers that existed in user's portfolios, including scrape_latest
@boboman-1
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boboman-1 commented Feb 15, 2021

Started some work on this at boboman-1#1

@boboman-1
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boboman-1 commented Feb 15, 2021

Generate nice markdown output based on portfolios and yfinance data?

Pandas to the rescue

https://pandas.pydata.org/pandas-docs/stable/reference/api/pandas.DataFrame.to_markdown.html

I rolled these handmade for github but you get idea

Scraper Latest

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MyPennies

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InterestingKeepWatch

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Top3

Ticker # Mentions Full Name Industry Previous Close 5d Low 5d High 1d Change (%) 5d Change (%) 1mo Change (%)
1 ARBKF 2 Argo Blockchain plc Capital Markets 2.720000 1.490000 2.740000 36.68 61.90 70.00
2 TAKOF 2 Drone Delivery Canada Corp. Computer Hardware 1.650000 1.380000 2.010000 -2.08 13.79 133.71
3 GTLL 1 Global Technologies, Ltd. Conglomerates 0.022950 0.012500 0.035900 -12.07 20.79 2450.00

@JakeCirino
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Portfolio Support

Users may want to do some due diligence and select a symbols to research. Give user a convenient way to incorporate and track tickers they are interested in within stocktrend utility. Tell the user when tickers they are tracking are added or removed from scrape_latest.

Implementation

In progress

Utilizing similar config pattern as main_utils, allow users to track specific tickers in groupings called portfolios. Persist in an .ini file. Use latest scraper data to update a system-level Portfolio.

note Try to make Portfolios optional, do not couple with current scraping if possible.

Minimum-Viable-Product Acceptance Criteria:

  • Able to CRUD Portfolios
  • Portfolio comparison logic ("diffs"/"deltas")
  • Print to Console when scrape_latest adds or removes tickers that were previously in the scrape_latest portfolio
  • Print to Console when scrape_latest adds or removes tickers that existed in user's portfolios, including scrape_latest

Any specific reason for an INI? Something like YAML or JSON might be more applicable to this data type.

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