suparpat / portview

Track and analyse your investment portfolio. NodeJS + Express

portview

Track and analyse your investment portfolio. Runs as a web app with NodeJS + Express.

Features

• Works directly with .csv portfolio data exported from Yahoo Finance, or manually create trade data in a CSV file
• Pulls up-to-date data from Yahoo Finance
• Calculates:
  • Total profit/loss
  • Total realized/unrealized profit/loss
  • Net worth
  • Cash on hands
  • Weight of each holding in portfolio
  • Realized profit/loss of each holding

Usage

1. Clone repository
2. Install dependencies with npm install
3. Copy and paste data-sample directory and rename it to data
4. Edit the data files inside to reflect your portfolio
5. Start app by calling node app/index.js
6. By default app runs on port 3000. Visit localhost:3000