yfinance-viz

yfinance-viz

Yahoo Finance Portfolio Visualizer - A Python tool for downloading and visualizing stock portfolio transactions using Yahoo Finance data.

Features

• Transaction Parser: Converts Yahoo Finance portfolio JSON exports to CSV format
• Stock History Downloader: Automatically downloads historical stock data for portfolio tickers
• Portfolio Visualization: Creates interactive Sankey diagrams showing fund flows between positions
• Multi-currency Support: Handles USD/EUR conversions automatically
• Command-Line Tools: Easy-to-use CLI commands for all functionality

Installation

pip install yfinance-viz

Usage

Using CLI Commands

After installation, you can use the convenient CLI commands:

# Parse transactions from your portfolio data directory
yfinance-viz-parse --resources-path /path/to/my/portfolio/data

# Download stock history to your portfolio data directory
yfinance-viz-download --resources-path /path/to/my/portfolio/data

# Generate visualization from your portfolio data directory
yfinance-viz-visualize --resources-path /path/to/my/portfolio/data

Workflow

1. Export Your Portfolio Data

Determine your portafolio ID by going to and looking for the p_0 or similar in the path when opening the portafolio in:

https://finance.yahoo.com/portfolios/

Download your portfolio transactions from Yahoo Finance:

https://query1.finance.yahoo.com/ws/portfolio-api/v1/portfolio/transactions?pfId=YOUR_PORTFOLIO_ID&category=trades&groupByPositionId=true&lang=en-US&region=US

Save the JSON file in your chosen resources directory (e.g., my_portfolio_data/my_portfolio.json).

2. Parse Transactions

yfinance-viz-parse --resources-path /path/to/my/portfolio/data

This will:

• Prompt you to select which JSON files to process
• Convert transactions to CSV format
• Save as transactions.csv in your resources directory

3. Download Stock History

yfinance-viz-download --resources-path /path/to/my/portfolio/data

Downloads historical price data for all tickers in your transactions.

4. Generate Visualization

yfinance-viz-visualize --resources-path /path/to/my/portfolio/data

Creates an interactive Sankey diagram showing fund flows between your portfolio positions.

Project Structure

yfinance-viz/
├── yfinance_viz/           # Main module
│   ├── __init__.py
│   ├── transaction_parser.py
│   ├── download_stock_history.py
│   └── transactions_visualize.py
├── tests/                  # Comprehensive test suite
├── pyproject.toml         # Project configuration
└── README.md

Command-Line Options

All scripts require the following argument:

• --resources-path: Path to the directory containing your portfolio data
  • Required: This argument must be provided
  • Example: --resources-path /Users/john/my_portfolio_data

Development

# Run tests
uv run pytest

# Run tests with coverage
uv run pytest --cov=yfinance_viz

Privacy

• All personal portfolio data should be stored in your chosen resources directory
• The tool processes local files only - no data is sent to external services

License

This project is licensed under the MIT License - see the LICENSE file for details.