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AdvancedPortfolio ManagementPython

Run this module

cd "Portfolio Tracker"
python "portfolio_tracker.py"

View source on GitHub

Portfolio Tracker Utility (USES yfinance API)

This utility uses the yfinance API to fetch current prices automatically. All other calculations and data are managed locally for learning and experimentation.

This utility helps you track your stock or crypto portfolio, including holdings, P&L, and allocation. Current prices are fetched automatically using Yahoo Finance (via yfinance), so you don't have to enter them manually. All data is managed locally for privacy and educational purposes.

Features

  • Add, edit, and remove holdings (stocks, crypto, or any asset with a Yahoo Finance ticker)
  • Track quantity, average cost, and current price (fetched automatically)
  • Calculate total portfolio value, P&L, and allocation percentages
  • Save and load your portfolio from a local file (JSON)
  • Simple CLI interface (Python script)
  • Beginner-friendly: All code is commented for learning

Requirements

  • Python 3.7+
  • Install required package: 
    pip install yfinance

Setup

  1. Copy portfolio_tracker.py to your desired folder.
  2. (Optional) Prepare a JSON file with your initial holdings, or start from scratch.

Usage Workflow (Step-by-Step)

  1. Run the script: 
    python portfolio_tracker.py
  2. Follow the menu prompts:
  3. Add a new holding (enter ticker, quantity, average cost)
  4. Edit or remove holdings
  5. View portfolio summary (value, P&L, allocation)
  6. Save/load portfolio to/from file
  7. Exit when done.

Example tickers: - Stocks: AAPL, TSLA, MSFT - Crypto: BTC-USD, ETH-USD

Note: This tool fetches prices using the yfinance API. You need an internet connection for price updates.

Example Session

====================================
Welcome to the Portfolio Tracker!
This tool helps you learn Python and finance by tracking your investments.
- Add stocks or crypto by ticker (e.g., AAPL, BTC-USD)
- Prices are fetched automatically from Yahoo Finance
- All code is commented for beginners
====================================

Portfolio Tracker Menu:
1. Add holding
2. Edit holding
3. Remove holding
4. View summary
5. Save portfolio
6. Load portfolio
7. Exit
Enter your choice: 1
Enter asset ticker (e.g., AAPL, BTC-USD): AAPL
Enter quantity: 10
Enter average cost: 150
Holding added!

Learning Notes

  • How does it fetch prices? Uses the yfinance package to get the latest close price for any ticker.
  • How is the code structured? Each function is commented to explain its purpose. The Holding class models each asset.
  • How can you extend it? Try adding new features, like tracking dividends or plotting your portfolio value over time!

License

MIT

See Also

Continue in Portfolio Management

  • Monte Carlo Portfolio Simulator

    This utility helps you forecast possible futures for a portfolio using random simulations—a key idea in finance, risk management, and statistics!

  • Portfolio Management

    This folder contains utilities for portfolio management, risk analysis, and investment optimization.

  • Portfolio Management - Black Litterman

    The Black-Litterman (1990) model addresses the instability of mean-variance optimization by blending market equilibrium returns with investor views using Bayesian updating.

  • Portfolio Management - Risk Parity

    Risk parity builds a portfolio where every asset contributes the same amount of risk to the total — not the same amount of capital. A naive 60/40 stock/bond portfolio is ~90% equity risk despite being only 60% equity capital; risk parity fixes that imbalance.

  • Portfolio Optimizer

    This utility helps you find the best mix of assets for a portfolio, balancing risk and return using the foundation of Modern Portfolio Theory (MPT).

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