Stock and Crypto Portfolio Management

Prequisites

• A TD Ameritrade account is required.
• A Finnhub.io account is required only if processing Crypto quotes.

Quick Start

1. Install package requirements from requirements.txt
2. Create a config file (sample provided) config.json, fill in the "API_KEY" vars.
3. Create portfolio JSON files (samples provided) named .json. For example webull.json. Entries in this file is: Portfolio, Symbol, Number of Shares, Cost.
4. Create a copy of the .env_sample to .env and edit to suit.
5. Run the authentication for the first time: ./stocks.py -a

Portfolio JSON Format

There are 2 types of portfolio files:

1. TD Account Portfolio

Example:

{
    "NAME": "TD_ACOUNT",
    "ACCOUNT": "576825539"
}

2. Non-TD Portfolio or Crypto

Note that crypto needs to be in a separate crypto.json file.

Example:

{
   "__COMMENTS__": "Ticker, # of Shares, $ Cost., Optional $ Price",
   "NAME": "ROBINHOOD",
   "HOLDINGS": {
      "SEV": [
         50,
         10.25
      ],
      "GSAT": [
         200,
         1.56,
         1.99 # This is an optional element to define a price (if quote not available.)
      ],
  }
}

Basic Use Commands

• Help: ./stocks.py -h
• Stats: ./stocks.py -s
• Portfolio View: ./stocks.py -p <portfolio>
• All Portfolios: ./stocks.py -a all
• All Portfolios (show Crypto and Unvested): ./stocks.py -a all -ic -iu

Other Notes

• You can track "unvested" stocks, i.e. restricted stock units. Name the porfolio *UNVESTED, and it will automaticlly be excluded from view unless the -iu, --unvested options are used.
• Crypto must be tracked in a separate crypto.json file and is automatically excluded from view unless the -ic, --crypto options are used.