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Portfolio accounting and analysis using Emacs Org-mode and Jupyter Notebooks.

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matthewspangler/OrgInvest

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About

The purpose of this project is to track and analyze my investing portfolio using Emacs Org-mode and Jupyter/IPython Notebooks.

Emacs setup

All the Emacs settings and packages necessary to run this code can be found in my emacs dotfiles. PIP dependencies are specified in each .org file.

Current features

  • Imports trades from a spreadsheet
  • Calculates and displays position information
  • FIFO profit calculations
  • Fetches and displays market graphs

Paths I'm exploring

  • Portfolio risk analysis
  • Track news related to tickers
  • Fetch and calculate key metrics for stocks
  • Compare portfolio performance to the market
  • Automated trading
  • Machine learning

Screenshots

Portfolio Summary

Last 7 Days

Adjusted Closing Price Graph

Trade Log Spreadsheet Example