masyukun / gfinance-portfolio-viz

Treemap visualization of the sector composition of your Google Finance Portfolio.

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gfinance-portfolio-viz

Picture it, Sicily: 1922. Your portfolio gets unbalanced due to a US Presidential election upset triggering your stop loss sales. How to correct it? Picture it -- Visualize the sector composition of your Google Finance Portfolio by exporting to spreadsheet and loading the result into this page.

See an example

The sector names are a little different between this shot and the current version -- particularly any ETFs you have, will come up "n/a", but whaddaya want for free!? Several views of my changing portfolio

How to use it

Export your portfolio

Export your Google Finance Portfolio as a CSV spreadsheet

Upload it to the app

  • Open the index.html file with your modern web browser. You can run it from your desktop; no need to put it on a webserver. Although if you do, tell me about it so I can admire it. Load the CSV into the viz app

Click the things

  • Clicking on a block drills down into it so you can see what it's made of.
  • Right-clicking zips you back out.

About

Treemap visualization of the sector composition of your Google Finance Portfolio.

License:Apache License 2.0


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