Track Mutual Funds
only lumpsum as of now
Setup: Install the required packages at requirements.txt in a virtual environment
- Fill the lumpsum.yml.sample as per your investment
- venv/bin/python app.py
- Access the APIs to get the current market value
Ex:
- "http://localhost:5000/investments/": "display the net investments"
- "http://localhost:5000/investments?folio=FOLIO_NUM": "display the investments on FOLIO_NUM"
- "http://localhost:5000/investments?scheme_id=SCHEME_ID": "display the SCHEME_ID investments"
- "http://localhost:5000/investments?scheme_id=SCHEME_ID&folio=FOLIO_NUM": "display the SCHEME_ID investments on FOLIO"
- "http://localhost:5000/investments?fund_house_id=FUND_HOUSE_ID": "display the investments under FUND_HOUSE_ID"
- "http://localhost:5000/schemes/": "list the investment schemes"
TODO
- Estimate the market value