Stock Portfolio Management

Introduction

This project was created as a way to track my personal finances and get daily updates about the changes in the portfolio value. The entire project is configurable and uses the NSETools and BSETools libraries to fetch the prices of a given set of stocks. After this, the incoming data is analysed and an email update is to sent to a user-defined mailing list.

Project structure

stock-portfolio-management
├── README.md
├── main.py
├── requirements.txt
├── run.sh
└── utils
    ├── configs
    │ └── sample_config.ini
    ├── data
    │ └── training
    │     └── training_experiments.ipynb
    ├── emails
    │ └── sample_email.html
    ├── get_news.py
    ├── get_stock_history.py
    ├── loggers.py
    ├── logging_setup.py
    ├── scrape.py
    └── send_email.py

• run.sh - shell script invoked by a crontab job
• main.py - the driver script which invokes the entire workflow
• utils/scrape.py - use the nse/bse libraries to fetch current data of a given stock, and analyse the data.
• utils/send_email.py - takes dataframes, prepares and sends email updates to the mailing list
• loggers.py - contains the loggers that can be used to log activities at various levels in the workflow

Setup & Configuration

The project can be set up by first installing the required dependencies using pip3 install -r requirements.txt in the main directory of the repository.

The configuration used by the workflow can be found under utils/configs/config.ini. This file will have to be created by you before running the project.

The config contains the following parameters (refer to sample_config.ini)

• csv path - path to where the data for the stock prices is stored as a csv file
• last update - the date for when the last time the analysis was done. For first time users, set it to the present day's date.
• sender email - email address of the sender (your email address in your case)
• sender pass - a token provided by mailing services to allow the workflow to send emails on your behalf
• receipients - a comma separated list of email addresses
• attachment name - name of the attachment containing the updated stock info to be added in the email
• debug - a flag used for logging purposes
• send - a flag to send/not send email updates
• mode - explained in the next section

Modes

The workflow can operate in 3 modes based on the requirement. These can be set under the mode param in the config file.

• update - add/delete stocks or change the number of shares
• analyse - only analyse and save the email locally, and not send it to the recipients
• email - analyse and send the email updates to the mailing list

Sample Email Update