I just want to manage my investment portfolio via a simple cli
- Create skeleton of the project (package, docs, unittests, ...)
- cli implementation to create projects, add standard investment strategy (passive, active) with %, add stocks, amount, value , rm stocks, ...
- Ability to see the deltas between your investment sheet and your stocks
- Ability to update your stocks value
- Ability to cope with currencies
- Ability to load from yahoo the stock history
- Ability to document why you bought the stocks you wanted
- Ability to define optimization methods for your portfolio e.g. with the integration of https://github.com/tradytics/eiten
- Ability to measure the deltas between your portfolio and the "optimized one" to be able to react to it
- Ability to setup a simple selling strategy (when your stock grow disproportionate, etc...
- Ability to setup more complex selling strategies (algorithm based) - do not know yet how to do it.
- Export possibilities to excel or else
- portfolio_plan_cli: consistent visualization with rich
- portfolio_plan_cli: in
visualize-allocation, show allocation errors with colors!
- Use prompt (https://python-prompt-toolkit.readthedocs.io/en/master/pages/asking_for_input.html) to have autocompletion instead of click
I'm not in the financial domain. I just try to help myself building my portfolio and I do not want to use excel to handle it.