Investments

Track Stock and Crypto trades.

Table of Contents

• General Info
• Technologies Used
• Features
• Screenshots
• Setup
• Project Status
• Room for Improvement
• Acknowledgements

General Information

• My first attempt at a GUI.
• My first attempt at a larger project.
• I wanted a better way to track my investments.

Technologies Used

• Python 3.9.9
• tkinter
• sqlite3
• pillow
• pandas
• os

Features

• You have to enter your trades manually. But this tracks your trades and your dollar cost averages.
• There is an option in the dropdown to print a pdf report of all your trades. (It's ugly AF right now.)
• Add a new trade. Uses today's date, Select an event, The stock/Crypto name, Cost is how much you spent, Shares/Coins is how much you got and Price is the Price per Share/Coin.
• Update a record. You have to select a record then make the changes and click the "Update Record" Button.
• Delete selected. Kinda obvious, select a record and then delete it.
• Clear Entry. Just clears the entry boxes.
• The tree view on the right shows your all time holdings. If you sold all for a loss they are red and profits are green. Sorted by Shares/Coins.

Screenshots

Setup

• You will need all the images and icons in the Images folder.
• And change the file paths for all the pictures and pdf stuff.

Project Status

Project is: complete

Room for Improvement

With this being my first go of it. Everything needs improvement.

Acknowledgements

• I got most of my info from John Elder Codemy.com YouTube
• Got the README template from ritaly