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viewportfolio

viewportfolio is a python program that allows you to track the performance of a stock portfolio you establish in a data file.  It pulls quote information from http://finance.yahoo.com/ and relies on the Quote.py python module written by Jonathan Corbet (included).


8 Mar 2002 - I have learned that Jon Corbet has a newer version of Quote.py that includes better support for UK stocks.  You can get it at ftp://ftp.eklektix.com/pub/Quote/ and can just drop it in to the viewportfolio directory to replace the Quote.py file found there.


Note: -I am now using SourceForge for the further development of viewportfolio.  There is a  project page there where you can access the CVS repository for the latest version of the code.


With the November 1, 2000, release of version 2.0, I need to acknowledge William McVey   <wam@wamber.net> as a co-author of the code. William contributed significant changes to the code that allowed multiple entries of a stock to be listed in the data file, curing one of the more annoying bugs in the code.

Many thanks are due to Jonathan Corbet at Eklektix for this program would not work without his Quote.py module. I have included a recent (August 2000) copy of his module with the viewportfolio distribution, however, you may wish to check his ftp site to see if there is a newer version. Note that with this latest version, quotes can now be retrieved for European stocks (from uk.finance.yahoo.com) in addition to stocks from US markets.

Revision 2.0
Revision Date: November 1, 2000
Language: python
Stable Download: viewportfolio-2.0.tgz  or  viewportfolio-2.0.zip
Development Download: None currently available.
UPGRADE NOTE: No issues from 1.1 to 2.0. Do be aware that the comparison report now lists the stocks in the order they appear in your data file rather than in an alpabetically-sorted list.
Modifications Necessary: You may need to change the first line to point to where python is located on your system.
Usage: In the default configuration with no command-line options, the program will output a portfolio report based on the contents of a data file (portfolio.dat) in the same directory.

Type viewportfolio -h to see the full range of command-line options now available.

You can also view the README file included with the distribution.
Description: viewportfolio is a python program that allows you to track the performance of a stock portfolio you establish in a data file.  It pulls quote information from http://finance.yahoo.com/ and relies on the Quote.py python module written by Jonathan Corbet (included).
Bugs: None known at the current time.
To Do: No major issues at the current time.
Author: Dan York, dyork@lodestar2.com
Co-author: William McVey, wam@wamber.net
License: GNU Public License

If you would like previous versions of the software for some reason, they are listed below, along with their release date:

If you have any questions about this program, or have changes to submit, please contact Dan at dyork@Lodestar2.com .

Thank you for using viewportfolio.

 


Last modified: October 16, 2009