Finary Unofficial Portfolio Sync Tool

Overview

This tool enables synchronization of your Finary portfolio with platforms that are not yet officially supported by Finary. Finary is an all-encompassing portfolio tracker, offering real-time updates on a variety of assets including precious metals, real estate, cryptocurrencies, and stocks.

If you're new to Finary, sign up with this referral link: Join Finary.

Disclaimer

⚠️ Use this tool at your own risk. The author is not liable for any disruptions caused to your Finary account. ⚠️

Installation

This project uses Poetry for dependency management. To set up your environment and install the required dependencies, follow these steps:

1. Install Poetry
   If you don't have Poetry installed, you can install it by following the instructions from the official Poetry documentation: Poetry Installation.

2. Clone the Repository
   Clone the repository to your local machine using the following command:

   git clone https://github.com/nmathey/finasync
   cd finasync

3. Install dependencies

   poetry install
   

4. Fill your informations
   Copy paste the my_info.json.tpl file to my_info.json and fill your informations

   cp my_info.json.tpl my_info.json
   

5. Run
   poetry run python -m finasync signin or poetry run python -m finasync me

You may be prompted to provide a two-factor authentication code during sign-in. If so, replace YOUR_AUTH_CODE with the code from your authenticator app:

poetry run python -m finasync signin YOUR_AUTH_CODE

If you get errors about being unauthorized, you need to signin again.

Current integrated platform

RealT:

Fractional and frictionless real estate investing powered by the blockchain. If you don't already have an account, here is a referral link to sign up: https://realt.co/ref/nmathey/ RealT is a pionner in Real Estate applied to Web3.0 and very focus on its community.

Made possible thanks to RealT Community API (https://api.realt.community/) so you need an API Key to get full RealT token details. Here is the form to get one: Grant API access token

Current working scope (tried to keep it simple for now):

• rentals properties only for now
• add/delete rentals own properties in Finary real estate rent category
• update properties values and monthly rent

Known limitations:

• Gnosis network only
• Single wallet only

Usage (once signin):

• For syncing as indvidual real estate property in "real estates" Finary category (API Key needed) poetry run python -m finasync realt rent

  To delete everything created with this command: poetry run python -m finasync realt rent deleteall

• For syncing every each properties in "others assets" category (API Key NOT NEEDED but less properties details) poetry run python -m finasync realt other-detailed

  To delete everything created with this command: poetry run python -m finasync realt other-detailed delete

• For syncing as a single portfolio line in "others assets" category (API Key NOT NEEDED but way less details) poetry run python -m finasync realt other

  To delete everything created with this command: finasync realt other delete

It will sync your RealT portfolio hosted on the blockchain to your Finary account.

BIG thanks!

This won't be possible without:

• Finary keeping open its API ;)
• The great work of @lasconic for his Finary Unofficial API wrapper (https://github.com/lasconic/finary_uapi)
• The great work of RealT Community API (https://api.realt.community/)
• Exchange Rate API (https://www.exchangerate-api.com)
• The great idea from @MadeInPierre author of Finalynx, bringing an alternative for your Finary portfolio views and much more (https://github.com/MadeInPierre/finalynx)

💌 Donations

This is a personal project I have fun with on my free time. If you found it useful and wish to support my work, you can transfer any ERC20 tokens or coins to the following Ethereum/Gnosis/Polygon address are welcome: 0xEFf0d54e391C6097CdF24A3Fc450988Ebd9a91F7!

It would give me the motivation to keep improving it further 😄 Thank you!