Visualizing the performance of stocks in your interested stocks portfolio Maximum control over charts, and a variaty of comparision options.
You can divide the stocks into sectors, and compare the performance of different sector!
For instance:
- Chart of profit of sectors in your portfolio and of the entire portfolio relative to a certain point in time.
(You won't see your portfolio unless you will upload your transactions)
- Chart of specific airlines and the airlines as a group compared with nasdaq:
⚕️ Planning ✅ Working ⚪ Present but not working yet
✅ Get price history from Interactive Brokers
✅ Crypto support
✅ ETF support
✅ Export your transactions from My Stocks Protofolio
(Doesn't matter which broker you work with)
✅ Pull transactions data directly from Interactive Brokers TWS.
✅ Adjust Prices and profit relative to a currency.
✅ Adjust holdings based on stock splits (using stockprices API).
✅ Combine IB transaction data into MyStocksPortfolio (by exporting csv).
✅ Compare performance of group of stocks vs other stock vs your portfolio!
✅ Many graph types ( Total Profit, Price, Realized Profit, etc...)
✅ Display percentage change / percentage diff , from certain time / maximum / minimum
✅ Pick only top stocks for graphs / limit by value range
✅ Groups of stock can be united by avg price/performance
✅ Save and load graphs with all parameters instantly!
⚪ Compare your profit to a theoretical situation in which you have bought the index!
(the exact same time you have made a purchase)
✅ Display your jupyter notebook with graph!
i.e. find corelations in your graph (a single line of code. presented by default)
mydata.act.df.corr(method='pearson')
✅ Mainipulate data easily in runtime and display graph externally
⚪ Use Jupyter to display graphs inline (if you want)
gen_graph(Parameters(type=Types.PRICE | Types.COMPARE,compare_with='QQQ',groups=["FANG"], starthidden=0))
✅ Edit/reload notebook directly
✅ Edit categories and groups (using a GUI interface)!
i.e. Airlines stocks, Growth stocks (Can be compared as a group)
✅ Completely free and open source!
⚪ Introducing advanced features like P/E and price to sells.
⚪ Get price history from Interactive Brokers
⚕️ Bar graphs (hmmmm, not critical.. )
⚕️ Adjusted performance based on inflation.
⚕️ All this in a web interface!
🔴 Not planned - all these technical analysis nonsense..
Users
- Extract compare-my-stocks.zip
Remark: Really recommended steps, but will work basically without it
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Look at myconfig.py and set it as you wish .
Notice that it is recommended to provide a CSV in MyStocksProtoflio format for every transaction (Type is Buy/Sell):
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Follow the steps for configuring IB
- Not fully tested, and prerelease. Some features may not work correctly.
- This program is quite complex and requires non-trivial configuration to work with it properly. I haven't got the time to make it completely user-friendly, so I'd say it requires some developer's mentality as things stand now.
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Run Trader Workstation and sign in (could be readonly).
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API -> Settings -> Enable ActiveX And Socket Clients
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Make sure PortIB matches the port in there. ( Here with pictures )
- Run Trader Workstation and sign in (could be readonly). It could be also done after running the app.
- (For developers) python -m compare_my_stocks
- (For users) run compare-my-stocks.exe
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This is being developed in QT with matplotlib amd pandas. I tried to use advanced features of pandas and numpy for fast calculation(sometimes).
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I belive this software provides many useful features that are usually paid for. This despite developing this in a short period, on my spare time. I would very much apperiate community contribution. And welcome you to contribute, send bugs and discuss (will open gitter when appropriate).
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contact me at [email protected]