Package: django-pj-portfolio
Portfolio trackingDocumentationThe full documentation is athttps://django-pj-portfolio.readthedocs.org. (at some point)QuickstartInstall django-pj-portfolio:pip install django-pj-portfolioThen to use it in a project, addportfoliointoINTALLED_APPS:INSTALLED_APPS = (
....
'portfolio',
)And apply the migrations:python manage.py migrateConfigureurls, add to mainurls.py:...
url(r'^portfolio/', include('portfolio.urls')),
...Update price trackers (for updating the prices):python manage update_price_trackersFor daily price tracking,update_share_pricescan be used:python manage update_price_valuesUpdates prices once per day (even if run multiple times a day, the first
price only is taken in to account)DependenciesAssumesangular,angular-resource,angular-routeandangular-cookiesto be loaded in the projectCookiecutter Tools Used in Making This Packagecookiecuttercookiecutter-djangopackagev2.3.10 (2022-12-03)Bump version: 2.3.9 → 2.3.10. [Petri Jokimies]Don’t load ngDialog here. [Petri Jokimies]v2.3.9 (2022-12-02)Bump version: 2.3.8 → 2.3.9. [Petri Jokimies]Replacae deprecated staticfiles. [Petri Jokimies]Update HISTORY. [Petri Jokimies]v2.3.8 (2022-06-12)Bump version: 2.3.7 → 2.3.8. [Petri Jokimies]Fix on_delete on Foreignkey. [Petri Jokimies]Update HISTORY. [Petri Jokimies]v2.3.7 (2022-06-09)Bump version: 2.3.6 → 2.3.7. [Petri Jokimies]Add on_delete to ForeignKey-fields. [Petri Jokimies]Get currency exchange rates periodically. [Petri Jokimies]Add eslint to dev dependencies. [Petri Jokimies]Don’t provide a default route to angular app. [Petri Jokimies]Cache exchange rate queries to fix. [Petri Jokimies]Update HISTORY. [Petri Jokimies]Bump version: 2.3.5 → 2.3.6. [Petri Jokimies]v2.3.6 (2022-04-10)Bump version: 2.3.5 → 2.3.6. [Petri Jokimies]Get currency from meta data in Yahoo requests. [Petri Jokimies]Update HISTORY. [Petri Jokimies]v2.3.5 (2021-07-29)ChangesUse longer delay for AV only. [Petri Jokimies]OtherBump version: 2.3.4 → 2.3.5. [Petri Jokimies]Get IEXCloud caching from ‘fix-branch’ [Petri Jokimies]Cache IEXCloud requests. [Petri Jokimies]Merge fix-branch for Yahoo caching queries. [Petri Jokimies]Cache Yahoo requests. [Petri Jokimies]Add tracker name to serialized data. [Petri Jokimies]Handle GoogleFinance. [Petri Jokimies]Update History. [Petri Jokimies]Update HISTORY. [Petri Jokimies]v2.3.4 (2021-07-15)Bump version: 2.3.3 → 2.3.4. [Petri Jokimies]v2.3.3 (2021-07-15)FixAdd user agent to request for Yahoo quotes. [Petri Jokimies]OtherBump version: 2.3.2 → 2.3.3. [Petri Jokimies]Change browsersync proxy back to localhost. [Petri Jokimies]New gitchangelog with new format. [Petri Jokimies]Update HISTORY. [Petri Jokimies]v2.3.2 (2019-04-19)Bump version: 2.3.1 → 2.3.2. [Petri Jokimies]Make iexcloud change percent decimal. [Petri Jokimies]v2.3.1 (2019-04-12)Bump version: 2.3.0 → 2.3.1. [Petri Jokimies]Fix IEXCloud change percentage. [Petri Jokimies]v2.3.0 (2019-04-11)Bump version: 2.2.2 → 2.3.0. [Petri Jokimies]Correct function to get possessions. [Petri Jokimies]Add possibility to fetch quote from IEXCloud. [Petri Jokimies]v2.2.2 (2018-12-26)Bump version: 2.2.1 → 2.2.2. [Petri Jokimies]Fix typo when calling Yahoo tracker. [Petri Jokimies]v2.2.1 (2018-12-26)Bump version: 2.2.0 → 2.2.1. [Petri Jokimies]Fix exhange name in Yahoo tracker. [Petri Jokimies]v2.2.0 (2018-12-26)Bump version: 2.1.6 → 2.2.0. [Petri Jokimies]Add Yahoo tracker. [Petri Jokimies]v2.1.6 (2018-10-21)Bump version: 2.1.5 → 2.1.6. [Petri Jokimies]Fix tests. [Petri Jokimies]Take AV tracker into account in tests. [Petri Jokimies]Mock out get_alpha_vantage_stock_quote. [Petri Jokimies]Fix Account.positions() renaming to get_positions. [Petri Jokimies]Rename Account.positions() to get_positions() [Petri Jokimies]v2.1.5 (2018-10-19)Bump version: 2.1.4 → 2.1.5. [Petri Jokimies]Ignore additinal files. [Petri Jokimies]Get currency from local backend. [Petri Jokimies]Define and use API wait time as constant. [Petri Jokimies]Add option to define API wait time on commandline. [Petri Jokimies]v2.1.4 (2018-09-01)NewAllow multiple updates to share prices. [Petri Jokimies]Add security listing. [Petri Jokimies]OtherBump version: 2.1.3 → 2.1.4. [Petri Jokimies]Add optional delay when using AlphaVantage. [Petri Jokimies]Convert daily change to base currency. [Petri Jokimies]v2.1.3 (2018-07-26)Bump version: 2.1.2 → 2.1.3. [Petri Jokimies]Adjust AlphaVantage request rate. [Petri Jokimies]Cache AlphaVantage requests. [Petri Jokimies]v2.1.2 (2018-07-12)Bump version: 2.1.1 → 2.1.2. [Petri Jokimies]Add dayly change. [Petri Jokimies]v2.1.1 (2018-06-10)Bump version: 2.1.0 → 2.1.1. [Petri Jokimies]Use API key for fixer.io. [Petri Jokimies]Update history. [Petri Jokimies]v2.1.0 (2018-06-03)Bump version: 2.0.6 → 2.1.0. [Petri Jokimies]Use  AlphaVantatge as ‘local’ price provider. [Petri Jokimies]Add AlphaVantage as a price tracker. [Petri Jokimies]Fix(google): Remove debug logging. [Petri Jokimies]v2.0.6 (2017-11-28)Bump version: 2.0.5 → 2.0.6. [Petri Jokimies]Fix(google): Use local google finance proxy. [Petri Jokimies]Feat(quote api): Provide API for stock quotes. [Petri Jokimies]Test(google): Change Yahoo url in test. [Petri Jokimies]v2.0.5 (2017-10-07)Bump version: 2.0.4 → 2.0.5. [Petri Jokimies]Change google url. [Petri Jokimies]v2.0.4 (2017-02-23)Bump version: 2.0.3 → 2.0.4. [Petri Jokimies]Change Yahoo url. [Petri Jokimies]Docs(HISTORY): Update HISTORY. [Petri Jokimies]v2.0.3 (2017-01-08)Bump version: 2.0.2 → 2.0.3. [Petri Jokimies]Fix(): Don’t load anglular-scripts in templates. [Petri Jokimies]Fix(summary): Fix improperly detected currency. [Petri Jokimies]Fix(): Use plain get in retrieving exchange rates. [Petri Jokimies]Docs(HISTORY): Update HISTORY. [Petri Jokimies]v2.0.2 (2016-12-31)Bump version: 2.0.1 → 2.0.2. [Petri Jokimies]Feat(bumpversion): Configure bumpversion. [Petri Jokimies]Test(): Add pytest & bumpversion to requirements. [Petri Jokimies]Fix(management): Set defaults to google quote. [Petri Jokimies]Fix(urls): Change deprecated django.conf.urls.patterns. [Petri
Jokimies]Fix(DividendByYear): Fix JSON serialising. [Petri Jokimies]History update. [Petri Jokimies]v2.0.1 (2016-12-10)Bump version. [Petri Jokimies]Add migrations. [Petri Jokimies]Remove Python 3.3 from travis configuration. [Petri Jokimies]v2.0.0 (2016-11-13)Use Django 1.9.11. [Petri Jokimies]v1.2.2 (2016-11-13)Bump version. [Petri Jokimies]Update requirements for Python3. [Petri Jokimies]v1.2.1 (2016-11-08)Bump version to 1.2.1. [Petri Jokimies]Use newest version of django-currency-history. [Petri Jokimies]v1.2.0 (2016-11-03)Bump version 1.1.1 to 1.2.0. [Petri Jokimies]Add possibility to get quotes from Yahoo Finance. [Petri Jokimies]Fix(requirements): beatifulsoup added to requirements. [Petri
Jokimies]v1.1.1 (2016-03-06)Feat(summary detail): Flash changed prices. [Petri Jokimies]Fix(account summary): Use latest date from Google Finance. [Petri
Jokimies]Refactor(account summary): Sort table using Angular’s orderBy. [Petri
Jokimies]Test(securities service): Use smaller number of mocked results. [Petri
Jokimies]Test(gulp): Output results in separate directory. [Petri Jokimies]Fix(account summary): $timeout parameters changed in 1.4.x. [Petri
Jokimies]Test(account summary): More tests. [Petri Jokimies]Test(position service): Test for google_quote. [Petri Jokimies]Test(karma conf): Run coverage. [Petri Jokimies]v1.1.0 (2016-02-16)Test(): More files to watch in karma.conf. [Petri Jokimies]Test(): Added test for Angular currency service. [Petri Jokimies]Test(karma): Using jasmine-query for fixtures. [Petri Jokimies]Chore(gulp): First gulp tasks. [Petri Jokimies]Fix(account summary): Removed unnecessary DB queries. [Petri Jokimies]Feat(account summary): Use correct currency in calculations, use
spinner. [Petri Jokimies]Feat(account summary): Added market value calculation. [Petri
Jokimies]Feat(account summary): Display live values. [Petri Jokimies]Feat(account summary): Count total market value. [Petri Jokimies]Feat(account summary): Initial price live updates. [Petri Jokimies]Feat(): Added API to get list of holdings. [Petri Jokimies]Test(account): Make AccountBase more usable. [Petri Jokimies]v1.0.1 (2016-01-15)Fix(update prices): Adapt to KL’s new web page. [Petri Jokimies]Fix(requirements): Specific about Django version. [Petri Jokimies]v1.0.0 (2015-11-30)Docs(): Added comments for management commads. [Petri Jokimies]Feat(): Add management commands to update prices. [Petri Jokimies]Refactor(test): Security test and factories separeted. [Petri
Jokimies]Refactor(test): Price tests and factories sepateted. [Petri Jokimies]v0.1.0 (2015-09-25)Initial commit. [Petri Jokimies]