Metadata-Version: 2.1
Name: portfolio-allocation
Version: 0.3.4
Summary: Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds
Home-page: https://pypi.org/project/portfolio-allocation/
License: GPL-3.0-or-later
Keywords: etf,allocation,moex,tinkoff,finex,gnucash
Author: Kirill Fertikov
Author-email: kirill.fertikov@gmail.com
Requires-Python: >=3.12,<4.0
Classifier: Development Status :: 4 - Beta
Classifier: Intended Audience :: End Users/Desktop
Classifier: License :: OSI Approved :: GNU General Public License v3 (GPLv3)
Classifier: License :: OSI Approved :: GNU General Public License v3 or later (GPLv3+)
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.12
Classifier: Topic :: Office/Business :: Financial :: Investment
Requires-Dist: cache-to-disk
Requires-Dist: countrynames
Requires-Dist: pycountry
Requires-Dist: requests
Requires-Dist: yfinance
Project-URL: Bug Reports, https://github.com/fertkir/portfolio-allocation/issues
Project-URL: Repository, https://github.com/fertkir/portfolio-allocation
Project-URL: Source, https://github.com/fertkir/portfolio-allocation
Description-Content-Type: text/markdown

# Portfolio Allocation for GnuCash
Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds

What the program does:
1. Takes instrument allocation from [GnuCash's "Security" pie chart report](https://raw.githack.com/fertkir/portfolio-allocation/master/examples/gnucash.html)
2. Fetches data for each instrument from the Internet:
   1. Finex website
   2. Tinkoff website
   3. Yahoo Finance
3. Generates and opens [portfolio allocation report](https://raw.githack.com/fertkir/portfolio-allocation/master/examples/allocation.html) in your browser.

## Installation
```commandline
pip install portfolio-allocation
```

## Usage
To generate report based on default "Securities" GnuCash report for recently open GnuCash file:
```commandline
portfolio-allocation gnucash
```
But you'd better customize it, since the "Securities" pie chart is limited to 7 instruments:
```commandline
portfolio-allocation gnucash -r MyCustomReport1 MuCustomReport2
```
To select another GnuCash file:
```commandline
portfolio-allocation gnucash -r MyCustomReport -f /home/user/other.gnucash
```

To view all the possible options, check:
```commandline
portfolio-allocation -h
```


