Portfolio tracking
Project description
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)
Dependencies
Assumes angular, angular-resource, angular-route and angular-cookies to be loaded in the project
v2.0.5 (2017-10-07)
Bump version: 2.0.4 → 2.0.5. [Petri Jokimies]
Change google url. [Petri Jokimies]
v2.0.4 (2017-02-23)
Documentation
HISTORY: Update HISTORY. [Petri Jokimies]
Other
Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]
Change Yahoo url. [Petri Jokimies]
v2.0.3 (2017-01-08)
Fix
Don’t load anglular-scripts in templates. [Petri Jokimies]
summary: Fix improperly detected currency. [Petri Jokimies]
Use plain get in retrieving exchange rates. [Petri Jokimies]
Documentation
HISTORY: Update HISTORY. [Petri Jokimies]
Other
Bump version: 2.0.2 → 2.0.3. [Petri Jokimies]
v2.0.2 (2016-12-31)
New features
bumpversion: Configure bumpversion. [Petri Jokimies]
Fix
management: Set defaults to google quote. [Petri Jokimies]
urls: Change deprecated django.conf.urls.patterns. [Petri Jokimies]
DividendByYear: Fix JSON serialising. [Petri Jokimies]
Other
Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]
Add pytest & bumpversion to requirements. [Petri Jokimies]
History update. [Petri Jokimies]
v2.0.1 (2016-12-10)
Bump version. [Petri Jokimies]
Add migrations. [Petri Jokimies]
Remove Python 3.3 from travis configuration. [Petri Jokimies]
v2.0.0 (2016-11-13)
Use Django 1.9.11. [Petri Jokimies]
v1.2.2 (2016-11-13)
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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