Portfolio tracking
Project description
=============================
django-pj-portfolio
=============================
.. image:: https://badge.fury.io/py/django-pj-portfolio.png
:target: https://badge.fury.io/py/django-pj-portfolio
.. image:: https://travis-ci.org/jokimies/django-pj-portfolio.png?branch=master
:target: https://travis-ci.org/jokimies/django-pj-portfolio
.. image:: https://codecov.io/github/jokimies/django-pj-portfolio/coverage.svg?branch=master
:target: https://codecov.io/github/jokimies/django-pj-portfolio?branch=master
Portfolio tracking
Documentation
-------------
The full documentation is at
https://django-pj-portfolio.readthedocs.org. (at some point)
Quickstart
----------
Install django-pj-portfolio::
pip install django-pj-portfolio
Then to use it in a project, add `portfolio` into ``INTALLED_APPS``::
INSTALLED_APPS = (
....
'portfolio',
)
And apply the migrations::
python manage.py migrate
Configure `urls`, add to main `urls.py`::
...
url(r'^portfolio/', include('portfolio.urls')),
...
Update price trackers (for updating the prices)::
python manage update_price_trackers
For daily price tracking, `update_share_prices` can be used::
python manage update_price_values
Updates prices once per day (even if run multiple times a day, the first
price only is taken in to account)
Features
--------
* TODO
Cookiecutter Tools Used in Making This Package
----------------------------------------------
* cookiecutter
* cookiecutter-djangopackage
v1.2.1-2-g24c8429:dev:2016-11-13-19:03 (unreleased)
------------------------
- Bump version. [Petri Jokimies]
- Update requirements for Python3. [Petri Jokimies]
v1.2.1 (2016-11-08)
-------------------
- Bump version to 1.2.1. [Petri Jokimies]
- Use newest version of django-currency-history. [Petri Jokimies]
v1.2.0 (2016-11-03)
-------------------
Fix
~~~
- *requirements*: beatifulsoup added to requirements. [Petri Jokimies]
Other
~~~~~
- Bump version 1.1.1 to 1.2.0. [Petri Jokimies]
- Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]
v1.1.1 (2016-03-06)
-------------------
New features
~~~~~~~~~~~~
- *summary detail*: Flash changed prices. [Petri Jokimies]
Other
~~~~~
- *account summary*: Use latest date from Google Finance. [Petri
Jokimies]
- *account summary*: Sort table using Angular's orderBy. [Petri
Jokimies]
- *securities service*: Use smaller number of mocked results. [Petri
Jokimies]
- *gulp*: Output results in separate directory. [Petri Jokimies]
- *account summary*: $timeout parameters changed in 1.4.x. [Petri
Jokimies]
- *account summary*: More tests. [Petri Jokimies]
- *position service*: Test for google_quote. [Petri Jokimies]
- *karma conf*: Run coverage. [Petri Jokimies]
v1.1.0 (2016-02-16)
-------------------
New features
~~~~~~~~~~~~
- *account summary*: Use correct currency in calculations, use spinner.
[Petri Jokimies]
- *account summary*: Added market value calculation. [Petri Jokimies]
- *account summary*: Display live values. [Petri Jokimies]
- *account summary*: Count total market value. [Petri Jokimies]
- *account summary*: Initial price live updates. [Petri Jokimies]
- Added API to get list of holdings. [Petri Jokimies]
Other
~~~~~
- More files to watch in karma.conf. [Petri Jokimies]
- Added test for Angular currency service. [Petri Jokimies]
- *karma*: Using jasmine-query for fixtures. [Petri Jokimies]
- *gulp*: First gulp tasks. [Petri Jokimies]
- *account summary*: Removed unnecessary DB queries. [Petri Jokimies]
- *account*: Make AccountBase more usable. [Petri Jokimies]
v1.0.1 (2016-01-15)
-------------------
Fix
~~~
- *requirements*: Specific about Django version. [Petri Jokimies]
Other
~~~~~
- *update prices*: Adapt to KL's new web page. [Petri Jokimies]
v1.0.0 (2015-11-30)
-------------------
New features
~~~~~~~~~~~~
- Add management commands to update prices. [Petri Jokimies]
Refactor
~~~~~~~~
- *test*: Security test and factories separeted. [Petri Jokimies]
- *test*: Price tests and factories sepateted. [Petri Jokimies]
Documentation
~~~~~~~~~~~~~
- Added comments for management commads. [Petri Jokimies]
v0.1.0 (2015-09-25)
-------------------
- Initial commit. [Petri Jokimies]
django-pj-portfolio
=============================
.. image:: https://badge.fury.io/py/django-pj-portfolio.png
:target: https://badge.fury.io/py/django-pj-portfolio
.. image:: https://travis-ci.org/jokimies/django-pj-portfolio.png?branch=master
:target: https://travis-ci.org/jokimies/django-pj-portfolio
.. image:: https://codecov.io/github/jokimies/django-pj-portfolio/coverage.svg?branch=master
:target: https://codecov.io/github/jokimies/django-pj-portfolio?branch=master
Portfolio tracking
Documentation
-------------
The full documentation is at
https://django-pj-portfolio.readthedocs.org. (at some point)
Quickstart
----------
Install django-pj-portfolio::
pip install django-pj-portfolio
Then to use it in a project, add `portfolio` into ``INTALLED_APPS``::
INSTALLED_APPS = (
....
'portfolio',
)
And apply the migrations::
python manage.py migrate
Configure `urls`, add to main `urls.py`::
...
url(r'^portfolio/', include('portfolio.urls')),
...
Update price trackers (for updating the prices)::
python manage update_price_trackers
For daily price tracking, `update_share_prices` can be used::
python manage update_price_values
Updates prices once per day (even if run multiple times a day, the first
price only is taken in to account)
Features
--------
* TODO
Cookiecutter Tools Used in Making This Package
----------------------------------------------
* cookiecutter
* cookiecutter-djangopackage
v1.2.1-2-g24c8429:dev:2016-11-13-19:03 (unreleased)
------------------------
- Bump version. [Petri Jokimies]
- Update requirements for Python3. [Petri Jokimies]
v1.2.1 (2016-11-08)
-------------------
- Bump version to 1.2.1. [Petri Jokimies]
- Use newest version of django-currency-history. [Petri Jokimies]
v1.2.0 (2016-11-03)
-------------------
Fix
~~~
- *requirements*: beatifulsoup added to requirements. [Petri Jokimies]
Other
~~~~~
- Bump version 1.1.1 to 1.2.0. [Petri Jokimies]
- Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]
v1.1.1 (2016-03-06)
-------------------
New features
~~~~~~~~~~~~
- *summary detail*: Flash changed prices. [Petri Jokimies]
Other
~~~~~
- *account summary*: Use latest date from Google Finance. [Petri
Jokimies]
- *account summary*: Sort table using Angular's orderBy. [Petri
Jokimies]
- *securities service*: Use smaller number of mocked results. [Petri
Jokimies]
- *gulp*: Output results in separate directory. [Petri Jokimies]
- *account summary*: $timeout parameters changed in 1.4.x. [Petri
Jokimies]
- *account summary*: More tests. [Petri Jokimies]
- *position service*: Test for google_quote. [Petri Jokimies]
- *karma conf*: Run coverage. [Petri Jokimies]
v1.1.0 (2016-02-16)
-------------------
New features
~~~~~~~~~~~~
- *account summary*: Use correct currency in calculations, use spinner.
[Petri Jokimies]
- *account summary*: Added market value calculation. [Petri Jokimies]
- *account summary*: Display live values. [Petri Jokimies]
- *account summary*: Count total market value. [Petri Jokimies]
- *account summary*: Initial price live updates. [Petri Jokimies]
- Added API to get list of holdings. [Petri Jokimies]
Other
~~~~~
- More files to watch in karma.conf. [Petri Jokimies]
- Added test for Angular currency service. [Petri Jokimies]
- *karma*: Using jasmine-query for fixtures. [Petri Jokimies]
- *gulp*: First gulp tasks. [Petri Jokimies]
- *account summary*: Removed unnecessary DB queries. [Petri Jokimies]
- *account*: Make AccountBase more usable. [Petri Jokimies]
v1.0.1 (2016-01-15)
-------------------
Fix
~~~
- *requirements*: Specific about Django version. [Petri Jokimies]
Other
~~~~~
- *update prices*: Adapt to KL's new web page. [Petri Jokimies]
v1.0.0 (2015-11-30)
-------------------
New features
~~~~~~~~~~~~
- Add management commands to update prices. [Petri Jokimies]
Refactor
~~~~~~~~
- *test*: Security test and factories separeted. [Petri Jokimies]
- *test*: Price tests and factories sepateted. [Petri Jokimies]
Documentation
~~~~~~~~~~~~~
- Added comments for management commads. [Petri Jokimies]
v0.1.0 (2015-09-25)
-------------------
- Initial commit. [Petri Jokimies]
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