0xKD / pyportfolio

CLI to consolidate and analyze your investments (currently only supports mutual funds)

pyportfolio

Python package with a CLI to consolidate and analyze your investments (currently only supports mutual funds).

Uses casparser to parse the Consolidated Account Statement (CAS) from CAMS/KARVY to provide portfolio insights.

Installation

$ git clone https://github.com/kaushiksk/pyportfolio.git && cd pyportfolio
$ pip install .

Contributing

PRs are welcome. Once you've cloned your forked repo, run the following from the root directory:

$ pip install -r requirements-dev.txt
$ pre-commit install

This will install all the pre-commit hooks that will ensure formatting and linting sanity before each commit.

$ pip install -e . # Installs development version of the package

Usage

The following features are currently supported

• LTCG Tax Harvesting
• Portfolio Summary and Break Up

CLI

$ pyportfolio -f path/to/cas-pdf

Resources

1. CAS from CAMS
2. CAS from Karvy/Kfintech