ddaarrrryyll / stckhm

StckHm is a portfolio tracking web application that I built during the summer of 2021

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StckHm

https://stckhm.herokuapp.com/home
(Sometimes investpy will return failed query for some reason which crashes the site but it should be working natively :D)
StckHm is a portfolio tracking web application that I built during the summer of 2021 after realising the lack of support for tracking portfolios across multiple brokerages. Many have used spreadsheets which are not as visually appealing and at the same time more troublesome to update compared to what brokerages offer.
StckHm uses a combination of graphs and charts to help you visualise your portfolio growth throughout your investing journey and the best part is, you do not have to update the prices of your holdings manually! :D Prices of US stocks are updated using Finnhub's API while closing prices of Singapore Stocks and all ETFs are updated using investpy (since SGX's API is only available for clearing partners >:( )
With that said, I have decided to not live host this webapp because I feel that I do not have any rights to see what your holdings are since some may consider it as 'private'. Instead, I will be providing a guide on how to run this webapp on your pc (hopefully it's not hard HAHA)

Screenshots

Main/Home page

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Performance page (keeps track of all your current and previous plays)

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Edit Positions page (page that allows you to edit your positions)

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Before Doing anything

Download all the files

Download files as zip then extract

Or you can git clone if you prefer

Do git clone https://github.com/ddaarrrryyll/stckhm in your python terminal/console

Install requirements

Do pip install requirements.txt in your python terminal/console

Getting the API keys

You will need two API keys, one from https://finnhub.io/, and another from https://app.exchangerate-api.com/

Setting Up

Replace user_id = "demo" with user_id = "ANY_USERNAME_YOU_WANT" where ANY_USERNAME_YOU_WANT is well, any username you want the application to identify you by
Replace er_token = os.getenv("exchange_rate_token") with er_token = YOUR_TOKEN_FROM_EXCHANGERATE_API where YOUR_TOKEN_FROM_EXCHANGERATE_API is your token from exchangerate-api
Replace token = os.getenv("finnhub_api_key") with token = YOUR_API_TOKEN_FROM_FINNHUB where YOUR_API_TOKEN_FROM_FINNHUB is your token from Finnhub
You can test to see if the application works by right-clicking anywhere in the text editor and selecting "run app.py" or typing flask run (I think) in your python console/terminal

Setting up internally

First add your capital (ie the amount you have put into your portfolio in cash) using the "Deposit/Withdraw" card under "Edit Positions", then proceed to add your holdings using "Add/Sell/Edit Positions" card on the same page. Please try to add your holdings accurately so minimal edits are required and calculations can be done more accurately.
Afterwards you can click around to familiarise yourself with the webapp and I hope you will enjoy using it as much as I do.

About

StckHm is a portfolio tracking web application that I built during the summer of 2021


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