This code was written to keep track of and evaluate my private investments. The github repo is mainly for me to keep track of development, but it is public in case someone else also finds this useful. Please note though that the code is under (more or less) active development. Thus, more features may be added in the future but also interfaces could break.
A small Python code for tracking private investments. It allows to evaluate the diversification of one's portfolio by e.g. geographic region or risk level. More features may be added in the future.
Preferably use an anaconda or miniconda environment.
With
conda install --file requirements.txt
install the required dependencies. Then, install the portfolio repository with
pip install -e .
in the cloned git repository.
See the Jupyter notebooks in the examples/ directory.
Also, the test cases in test/ show how the code is applied.