.. image:: https://badge.fury.io/py/django-pj-portfolio.png :target: https://badge.fury.io/py/django-pj-portfolio
.. image:: https://travis-ci.org/jokimies/django-pj-portfolio.png?branch=master :target: https://travis-ci.org/jokimies/django-pj-portfolio
.. image:: https://codecov.io/github/jokimies/django-pj-portfolio/coverage.svg?branch=master :target: https://codecov.io/github/jokimies/django-pj-portfolio?branch=master
Portfolio tracking
The full documentation is at https://django-pj-portfolio.readthedocs.org. (at some point)
Install django-pj-portfolio::
pip install django-pj-portfolio
Then to use it in a project, add portfolio into INTALLED_APPS::
INSTALLED_APPS = ( .... 'portfolio', )
And apply the migrations::
python manage.py migrate
Configure urls, add to main urls.py::
... url(r'^portfolio/', include('portfolio.urls')), ...
Update price trackers (for updating the prices)::
python manage update_price_trackers
For daily price tracking, update_share_prices can be used::
python manage update_price_values
Updates prices once per day (even if run multiple times a day, the first price only is taken in to account)
Assumes angular, angular-resource, angular-route and
angular-cookies to be loaded in the project
Bump version: 2.3.6 → 2.3.7. [Petri Jokimies]
Add on_delete to ForeignKey-fields. [Petri Jokimies]
Get currency exchange rates periodically. [Petri Jokimies]
Add eslint to dev dependencies. [Petri Jokimies]
Don't provide a default route to angular app. [Petri Jokimies]
Cache exchange rate queries to fix. [Petri Jokimies]
Update HISTORY. [Petri Jokimies]
Bump version: 2.3.5 → 2.3.6. [Petri Jokimies]
Bump version: 2.3.5 → 2.3.6. [Petri Jokimies]
Get currency from meta data in Yahoo requests. [Petri Jokimies]
Update HISTORY. [Petri Jokimies]
Changes
- Use longer delay for AV only. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.3.4 → 2.3.5. [Petri Jokimies]
- Get IEXCloud caching from 'fix-branch' [Petri Jokimies]
- Cache IEXCloud requests. [Petri Jokimies]
- Merge fix-branch for Yahoo caching queries. [Petri Jokimies]
- Cache Yahoo requests. [Petri Jokimies]
- Add tracker name to serialized data. [Petri Jokimies]
- Handle GoogleFinance. [Petri Jokimies]
- Update History. [Petri Jokimies]
- Update HISTORY. [Petri Jokimies]
v2.3.4 (2021-07-15)
-------------------
- Bump version: 2.3.3 → 2.3.4. [Petri Jokimies]
v2.3.3 (2021-07-15)
-------------------
Fix
~~~
- Add user agent to request for Yahoo quotes. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.3.2 → 2.3.3. [Petri Jokimies]
- Change browsersync proxy back to localhost. [Petri Jokimies]
- New gitchangelog with new format. [Petri Jokimies]
- Update HISTORY. [Petri Jokimies]
v2.3.2 (2019-04-19)
-------------------
- Bump version: 2.3.1 → 2.3.2. [Petri Jokimies]
- Make iexcloud change percent decimal. [Petri Jokimies]
v2.3.1 (2019-04-12)
-------------------
- Bump version: 2.3.0 → 2.3.1. [Petri Jokimies]
- Fix IEXCloud change percentage. [Petri Jokimies]
v2.3.0 (2019-04-11)
-------------------
- Bump version: 2.2.2 → 2.3.0. [Petri Jokimies]
- Correct function to get possessions. [Petri Jokimies]
- Add possibility to fetch quote from IEXCloud. [Petri Jokimies]
v2.2.2 (2018-12-26)
-------------------
- Bump version: 2.2.1 → 2.2.2. [Petri Jokimies]
- Fix typo when calling Yahoo tracker. [Petri Jokimies]
v2.2.1 (2018-12-26)
-------------------
- Bump version: 2.2.0 → 2.2.1. [Petri Jokimies]
- Fix exhange name in Yahoo tracker. [Petri Jokimies]
v2.2.0 (2018-12-26)
-------------------
- Bump version: 2.1.6 → 2.2.0. [Petri Jokimies]
- Add Yahoo tracker. [Petri Jokimies]
v2.1.6 (2018-10-21)
-------------------
- Bump version: 2.1.5 → 2.1.6. [Petri Jokimies]
- Fix tests. [Petri Jokimies]
- Take AV tracker into account in tests. [Petri Jokimies]
- Mock out get_alpha_vantage_stock_quote. [Petri Jokimies]
- Fix Account.positions() renaming to get_positions. [Petri Jokimies]
- Rename Account.positions() to get_positions() [Petri Jokimies]
v2.1.5 (2018-10-19)
-------------------
- Bump version: 2.1.4 → 2.1.5. [Petri Jokimies]
- Ignore additinal files. [Petri Jokimies]
- Get currency from local backend. [Petri Jokimies]
- Define and use API wait time as constant. [Petri Jokimies]
- Add option to define API wait time on commandline. [Petri Jokimies]
v2.1.4 (2018-09-01)
-------------------
New
~~~
- Allow multiple updates to share prices. [Petri Jokimies]
- Add security listing. [Petri Jokimies]
Other
~~~~~
- Bump version: 2.1.3 → 2.1.4. [Petri Jokimies]
- Add optional delay when using AlphaVantage. [Petri Jokimies]
- Convert daily change to base currency. [Petri Jokimies]
v2.1.3 (2018-07-26)
-------------------
- Bump version: 2.1.2 → 2.1.3. [Petri Jokimies]
- Adjust AlphaVantage request rate. [Petri Jokimies]
- Cache AlphaVantage requests. [Petri Jokimies]
v2.1.2 (2018-07-12)
-------------------
- Bump version: 2.1.1 → 2.1.2. [Petri Jokimies]
- Add dayly change. [Petri Jokimies]
v2.1.1 (2018-06-10)
-------------------
- Bump version: 2.1.0 → 2.1.1. [Petri Jokimies]
- Use API key for fixer.io. [Petri Jokimies]
- Update history. [Petri Jokimies]
v2.1.0 (2018-06-03)
-------------------
- Bump version: 2.0.6 → 2.1.0. [Petri Jokimies]
- Use AlphaVantatge as 'local' price provider. [Petri Jokimies]
- Add AlphaVantage as a price tracker. [Petri Jokimies]
- Fix(google): Remove debug logging. [Petri Jokimies]
v2.0.6 (2017-11-28)
-------------------
- Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]
- Fix(google): Use local google finance proxy. [Petri Jokimies]
- Feat(quote api): Provide API for stock quotes. [Petri Jokimies]
- Test(google): Change Yahoo url in test. [Petri Jokimies]
v2.0.5 (2017-10-07)
-------------------
- Bump version: 2.0.4 → 2.0.5. [Petri Jokimies]
- Change google url. [Petri Jokimies]
v2.0.4 (2017-02-23)
-------------------
- Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]
- Change Yahoo url. [Petri Jokimies]
- Docs(HISTORY): Update HISTORY. [Petri Jokimies]
v2.0.3 (2017-01-08)
-------------------
- Bump version: 2.0.2 → 2.0.3. [Petri Jokimies]
- Fix(): Don't load anglular-scripts in templates. [Petri Jokimies]
- Fix(summary): Fix improperly detected currency. [Petri Jokimies]
- Fix(): Use plain get in retrieving exchange rates. [Petri Jokimies]
- Docs(HISTORY): Update HISTORY. [Petri Jokimies]
v2.0.2 (2016-12-31)
-------------------
- Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]
- Feat(bumpversion): Configure bumpversion. [Petri Jokimies]
- Test(): Add pytest & bumpversion to requirements. [Petri Jokimies]
- Fix(management): Set defaults to google quote. [Petri Jokimies]
- Fix(urls): Change deprecated django.conf.urls.patterns. [Petri
Jokimies]
- Fix(DividendByYear): Fix JSON serialising. [Petri Jokimies]
- History update. [Petri Jokimies]
v2.0.1 (2016-12-10)
-------------------
- Bump version. [Petri Jokimies]
- Add migrations. [Petri Jokimies]
- Remove Python 3.3 from travis configuration. [Petri Jokimies]
v2.0.0 (2016-11-13)
-------------------
- Use Django 1.9.11. [Petri Jokimies]
v1.2.2 (2016-11-13)
-------------------
- Bump version. [Petri Jokimies]
- Update requirements for Python3. [Petri Jokimies]
v1.2.1 (2016-11-08)
-------------------
- Bump version to 1.2.1. [Petri Jokimies]
- Use newest version of django-currency-history. [Petri Jokimies]
v1.2.0 (2016-11-03)
-------------------
- Bump version 1.1.1 to 1.2.0. [Petri Jokimies]
- Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]
- Fix(requirements): beatifulsoup added to requirements. [Petri
Jokimies]
v1.1.1 (2016-03-06)
-------------------
- Feat(summary detail): Flash changed prices. [Petri Jokimies]
- Fix(account summary): Use latest date from Google Finance. [Petri
Jokimies]
- Refactor(account summary): Sort table using Angular's orderBy. [Petri
Jokimies]
- Test(securities service): Use smaller number of mocked results. [Petri
Jokimies]
- Test(gulp): Output results in separate directory. [Petri Jokimies]
- Fix(account summary): $timeout parameters changed in 1.4.x. [Petri
Jokimies]
- Test(account summary): More tests. [Petri Jokimies]
- Test(position service): Test for google_quote. [Petri Jokimies]
- Test(karma conf): Run coverage. [Petri Jokimies]
v1.1.0 (2016-02-16)
-------------------
- Test(): More files to watch in karma.conf. [Petri Jokimies]
- Test(): Added test for Angular currency service. [Petri Jokimies]
- Test(karma): Using jasmine-query for fixtures. [Petri Jokimies]
- Chore(gulp): First gulp tasks. [Petri Jokimies]
- Fix(account summary): Removed unnecessary DB queries. [Petri Jokimies]
- Feat(account summary): Use correct currency in calculations, use
spinner. [Petri Jokimies]
- Feat(account summary): Added market value calculation. [Petri
Jokimies]
- Feat(account summary): Display live values. [Petri Jokimies]
- Feat(account summary): Count total market value. [Petri Jokimies]
- Feat(account summary): Initial price live updates. [Petri Jokimies]
- Feat(): Added API to get list of holdings. [Petri Jokimies]
- Test(account): Make AccountBase more usable. [Petri Jokimies]
v1.0.1 (2016-01-15)
-------------------
- Fix(update prices): Adapt to KL's new web page. [Petri Jokimies]
- Fix(requirements): Specific about Django version. [Petri Jokimies]
v1.0.0 (2015-11-30)
-------------------
- Docs(): Added comments for management commads. [Petri Jokimies]
- Feat(): Add management commands to update prices. [Petri Jokimies]
- Refactor(test): Security test and factories separeted. [Petri
Jokimies]
- Refactor(test): Price tests and factories sepateted. [Petri Jokimies]
v0.1.0 (2015-09-25)
-------------------
- Initial commit. [Petri Jokimies]
FAQs
Portfolio tracking
We found that django-pj-portfolio demonstrated a healthy version release cadence and project activity because the last version was released less than a year ago. It has 1 open source maintainer collaborating on the project.
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