Welcome to the Investment Portfolio Tracker repository! This project is designed to help individuals 🚀 track and manage their investment portfolios through a combination of Excel spreadsheets and Python scripts. Whether you're a beginner or an experienced investor, this tool aims to provide you with valuable insights into your investments' performance, asset allocation, and other critical financial metrics.
- 📈 Portfolio Performance Tracking: Easily monitor the overall performance of your investment portfolio over time.
- 📊 Asset Allocation Visualization: Get insights into how your investments are distributed across different asset classes.
- 🔄 Automatic Updates: Python scripts to fetch the latest prices and update your portfolio in real-time.
- 📝 Customizable Reports: Generate detailed reports to analyze your investments and make informed decisions.
To get started with the Investment Portfolio Tracker, follow these steps:
- Clone the Repository: Clone this repository to your local machine using:
git clone https://github.com/yourusername/Investment-Portfolio-Tracker.git
- Install Dependencies: Ensure that Python is installed on your computer. Then, install the required Python packages using:
pip install -r requirements.txt
- Setup Excel File: Open the provided Excel file and customize it according to your portfolio.
- Run the Python Script: Execute the Python script to update your portfolio data automatically:
python portfolio_tracker.py
For detailed instructions on setting up and using the Investment Portfolio Tracker, refer to the documentation.
- Python 3.x
- Microsoft Excel or compatible software
- Basic understanding of investment concepts
Here's a quick overview of how to use the Investment Portfolio Tracker:
- Update your portfolio details in the Excel file.
- Run the Python script:
python portfolio_tracker.py
- Check the Excel file for updated data and insights.
Refer to the user guide for more detailed instructions and examples.
Contributions to the Investment Portfolio Tracker are welcome! Whether it's fixing bugs, adding new features, or improving the documentation, your help is appreciated. Please read CONTRIBUTING.md for details on our code of conduct and the process for submitting pull requests.
This project is licensed under the MIT License - see the LICENSE.md file for details.
- Hat tip to anyone whose code was used
- Inspiration
- etc
For any queries or feedback, please contact me at [email protected].