jjacobson / ETFCalc

Flask application for calculating portfolio exposure to ETF's underlying stocks

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ETFCalc

Objective

An exchange traded fund (etf) holds a number of underlying stocks. This tool attempts to simplify viewing the portion of a portfolio that is made up by the underlying stocks of ETFs. The tool allows a user to enter the list of stocks and ETFs held in their portfolio and will then calculate and output the percentage of the portfolio that each underlying stock makes up.

Steps Taken

I used this project to familiarize myself with web development and the flask framework. ETF holdings are scraped from either etfdailynews or etfdb depending on which is available. Stock price history and statistics are retrieved from iextrading.

Pictures

Input page


Output page


Holding Info

About

Flask application for calculating portfolio exposure to ETF's underlying stocks

License:MIT License


Languages

Language:Python 35.3%Language:HTML 34.9%Language:JavaScript 26.6%Language:CSS 3.2%