Finance

This is a project to keep track of finances. It generates graphs like the following:

How it works

Generally you will not be able to use this as is and it will need lots of modifications. This is just to get you started.

The finance_hourly.py script should be run hourly. The finance_daily.py script should be run daily. This stores all the historical data and creates plots.

Crontab example:

@hourly             $HOME/code/accounts/cron_hourly.sh
@daily              $HOME/code/accounts/cron_daily.sh

Adding new tickers

TICKER="IBKR"
sqlite-utils add-column web/sqlite.db schwab_etfs_prices ${TICKER} float
sqlite-utils add-column web/sqlite.db schwab_etfs_amounts ${TICKER} float
sqlite-utils schema web/sqlite.db > sqlite_schema.sql

Update ledger_amounts.py and history.py and balance_etfs.py to include new ticker.

Debugging playright

docker compose up -d selenium-dev
SELENIUM_REMOTE_URL="http://localhost:4444" ./homes.py