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bankroll-py
/
bankroll
Ingest portfolio and other data from multiple brokerages, and analyze it
MIT License
60
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6
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Bump lxml from 4.4.1 to 4.6.2
#107
dependabot[bot]
opened
3 years ago
0
ValueError(f"Unexpected type of activity: {activity}")
#106
leeprevost
opened
4 years ago
1
Supports outputting trade activity to csv file.
#105
ShadoFlameX
closed
5 years ago
0
Fix startup error when not all extras are installed
#104
jspahrsummers
closed
5 years ago
3
Calculate lots from transaction log
#103
jspahrsummers
closed
5 years ago
1
Split up project
#102
jspahrsummers
closed
5 years ago
0
Split up project into separate components + responsibilities
#101
jspahrsummers
closed
5 years ago
5
Add streaming to market data API
#100
jspahrsummers
closed
5 years ago
1
Plugin architecture?
#98
jspahrsummers
closed
5 years ago
1
Support parsing IB trades code for Liquidated trades
#97
ShadoFlameX
closed
5 years ago
1
Fixes #95. Assign default value to trades and activity before using them
#96
ShadoFlameX
closed
5 years ago
1
UnboundLocalError on clean install
#95
jspahrsummers
closed
5 years ago
0
Save instrument's originating exchange, when available
#94
jspahrsummers
closed
5 years ago
0
[schwab] Support new "Instrinic Value," "In the Money" columns
#93
jspahrsummers
closed
5 years ago
0
Reformat function/method names to be more Pythonic
#92
jspahrsummers
opened
5 years ago
0
Use proper Python docstrings
#91
jspahrsummers
opened
5 years ago
0
Trade journal support
#90
jspahrsummers
opened
5 years ago
0
Add "timeline" command and functions to analyze a position over time
#87
jspahrsummers
closed
5 years ago
0
Add cash interest for Schwab and Fidelity
#86
jspahrsummers
closed
5 years ago
0
Try saving test timings data on CircleCI
#85
jspahrsummers
closed
5 years ago
1
Calculate CashPayments for Schwab interest earned
#84
jspahrsummers
closed
5 years ago
0
Calculate CashPayments for Fidelity interest earned
#83
jspahrsummers
closed
5 years ago
0
[schwab] Fix lenient parsing on unrecognized transactions, add "Non-Qualified Div"
#82
jspahrsummers
closed
5 years ago
0
Schwab transaction parsing fails on unrecognized actions even with --lenient
#81
jspahrsummers
closed
5 years ago
0
Capture more kinds of interest payments/activity
#80
jspahrsummers
closed
5 years ago
0
Country exposure
#79
jspahrsummers
opened
5 years ago
0
"Downloading report" spinner only spins with --verbose
#78
jspahrsummers
closed
5 years ago
0
Add code coverage metrics
#77
jspahrsummers
closed
5 years ago
0
Increase number of examples on CI, and other improvements
#76
jspahrsummers
closed
5 years ago
0
Add AccountBalance model for loading cash positions
#74
jspahrsummers
closed
5 years ago
1
Portfolio net P/L % is incorrect when realized basis is negative
#73
jspahrsummers
opened
5 years ago
0
Automatically add CLI settings from defined Settings classes
#72
jspahrsummers
opened
5 years ago
0
Unify brokerage interfaces
#71
jspahrsummers
closed
5 years ago
0
Simplify code with @dataclass
#70
jspahrsummers
closed
5 years ago
0
Calculate realized basis even when only options positions are open
#68
jspahrsummers
opened
5 years ago
0
Support cash payment activity for more than just stocks
#67
jspahrsummers
closed
5 years ago
0
Use IB API in read-only mode
#66
jspahrsummers
closed
5 years ago
0
Fails to connect when TWS' API is in read-only mode
#65
jspahrsummers
closed
5 years ago
0
Standardized, lazy brokerage data loading
#64
jspahrsummers
closed
5 years ago
0
@dataclass all the things
#63
jspahrsummers
closed
5 years ago
0
Track interest paid (or charged) on cash and stock
#62
jspahrsummers
closed
5 years ago
0
Put portfolio rebalancing settings into an INI file
#61
jspahrsummers
closed
5 years ago
0
EV calculations somehow?
#60
jspahrsummers
opened
5 years ago
0
Calculate time-weighted return
#59
jspahrsummers
opened
5 years ago
0
Fixing a variety of data correctness issues
#57
jspahrsummers
closed
5 years ago
0
Cleanup returns notebook
#56
joshvera
closed
5 years ago
0
Schwab added new "volume" column to Positions CSV
#55
jspahrsummers
closed
5 years ago
0
Support path expansion in INI files
#54
jspahrsummers
opened
5 years ago
0
Trade journaling
#53
jspahrsummers
closed
5 years ago
1
Show % P/Ls in Portfolio notebook
#52
jspahrsummers
closed
5 years ago
0
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