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README.md
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README.md

Overview

This is a small utility that takes multiple ETrade portfolio export files and aggregates them into a single output file for analysis.

Investments that appear in multiple accounts show up as a single aggregate amount.

Similarly, the investments are categorized based on the category definitions in resources/categories.props. The category totals are also aggregated and added to the output file.

To obtain a portfolio export file, click on an account, then click the "Export to Excel" button.

  • Categories are defined in /src/main/resources/categories.props
  • See EtradeExportFilesProcessor.java for hard coded file paths

The intent is to then be able to quickly do further overall portfolio analysis by importing the resulting file into Excel.

Build

Build the project with

$ mvn install

Once the project is installed in your local repository, you can add it as a dependency in other projects using normal maven dependency declarations.

Run

$ sh target/bin/appmain