Closed Katzmann1983 closed 3 months ago
Great Fix! Thank you for keeping this project alive! Is there a way to export the portfolio as json or csv?
I also would love a function that loops through all isins in your portfolio and saves the details.
there are some csvs and jsons exported already. Also there is the portfolio option. What exactly are you missing?
My ultimate goal is to build a streamlit app on top of pytr. Similar to Portfolio Performance.
As far as I understand the portfolio option prints the portfolio to the terminal. I was already able to build a funcion that saves the current portfolio as a csv. So I am fine with that. I also wrote a function that loops through all isins in your portfolio and creates seperate files with news, dividends, ratings etc.
The only thing what I am missing right now is a complete transaction list with all buys, sells, dividends etc. I guess I can find that in the events_with_docs.json file. With my beginner knowlege this is quite tricky as the most informations are very nested inside that file. But I guess I will find a way.
Thank you very much for your work :)
Original fix failed if position is not tradeable, e.g. for dividends.