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Portfolio Tracker

A python-augmented excel spreadsheet to track portfolio performance. Supports multiple books with multiple currencies.

The framework is easily extendable to add extra plots or reports, contributions welcome!

Visuals

Getting started

Install the poetry environment:

> conda env create -f environment.yaml -n portfolio-tracker
> poetry install

You may have to install xlwings add on for excel to run the code. The main.xlsm is connected to accordingly named main.py. You can update the example sheet by running the main run button within excel xlwings' tab or run the script from the terminal:

> conda activate portfolio-tracker
> python main.py