I'm sick of schwab, google/yahoo finance, and other portfolio analyzers. They suck. I'm building a portfolio analyzer that has:
- The simple visuals of google finance
- Ability to add cash positions (crazy that google/yahoo/seekingalpha doesnt have this!)
- Quant anaysis to see the risk adjusted performance of your portfolio and tips on how to optimize your holdings given the news/macroeconomic data at the time
- See real time prices even in after hours and pre-market (most portfolio viewers don't have this they only show closing price)
- Insider trades, news, float, instittiounal vs retail holdings, polititan trades, analyst ratings and consumer reports
Goal: Replicate the basic functionality of Google Finance + cash tracking + live prices
- ✅ Add/edit/remove holdings (stocks, ETFs, crypto)
- ✅ Add/edit/remove cash transactions (deposits, withdrawals, dividends)
- ✅ Calculate current portfolio value (including cash)
- ✅ Use live & extended-hours prices
- ✅ Track average cost, P/L %, and net worth over time
- Import from CSV (optional)
- Implement short selling
Goal: Add portfolio statistics & risk analysis
- Annual return
- Volatility
- Sharpe ratio
- Maximum drawdown
- Beta & Alpha vs benchmark (e.g., SPY)
- Monthly return chart / rolling performance
quantstatspandas,numpy,matplotlib,seaborn- Optional:
pyfolio,ffn
Goal: Surface timely info for smarter decisions
- Earnings calendar (per holding)
- News feed per stock
- Highlight important events: splits, dividend dates, earnings beats/misses
- Scrape SEC filings for form 10Q, 4, 144 for anolmalies in insider buys
- Marketaux — news
- ✅ Finnhub — earnings & news
- ✅ Yahoo Finance API — free data
Goal: Improve readability and decision-making
- ✅ Asset allocation by category (stocks, cash, crypto, etc.)
- Sector exposure
- Geographical breakdown
- Heatmap of returns
- ✅ P/L timeline (line chart)