Stonks

Live portfolio dashboard for my equities, mutual funds and ETFs. Spare time project that polls various sites or connects via WebSockets to show a merged view of my assets from different platforms.

Uses Finansavisen, EuroNext, and YahooFinance as collectors. Finansavisen collector connects via WebSockets and consumes ticker information with 15min delay and realtime OSEBX index data. EuroNext has two collectors, one for forex and one for mutual funds. Mutual funds are only settled one per day, so it has a 1 hour polling interval

Install

Dashboard requires NodeJS and npm/yarn.

Backend

Install using poetry

poetry shell
poetry update

Install using pip

python3 -m venv env
source env/bin/activate
pip3 install -r requirements.txt

Dashboard

cd stonks/dashboard
npm i
npm run build

Run

Rename example config file:

mv example-config.json config.json

Add any additional entries in the config file, and then start the backend:

python main.py -c config.json

To run with a persitent history database (will write a daily close at 18:00 local time every day), use the --db flag:

python main.py -c config.json --db "history.db"

Example config file

price is cost per share in the asset currency including broker fees (GAV), cost is cost in NOK including broker fees and fx fee.

{
  "positions": [
    {
      "name": "Cash [NOK]",
      "ticker": "CASH_NOK",
      "volume": 10000,
      "price": 1,
      "cost": 10000,
      "currency": "NOK",
      "asset": "CASH"
    },
    {
      "name": "MOWI",
      "ticker": "MOWI_OSE",
      "volume": 10,
      "price": 200,
      "cost": 2000,
      "currency": "NOK",
      "asset": "EQUITY"
    },
    {
      "name": "DNB Teknologi A",
      "ticker": "DI_NOTEC_OSE",
      "volume": 10,
      "price": 2700,
      "cost": 27000,
      "currency": "NOK",
      "asset": "FUND"
    },
    {
      "name": "Lyxor Core MSCI World",
      "ticker": "LCUW.DE",
      "volume": 500,
      "price": 10,
      "cost": 50000,
      "currency": "EUR",
      "asset": "INDEX_ETF"
    }
  ]
}

Only NOK, EUR, USD and SEK as available currencies.

Development and extensions

To develop the UI, use npm start. Make sure backend is running (python3 main.py -c config.json).

To enable the simulation engine (creates random ticker events against the entries in your portfolio), start the python application with the -s flag. Enable debugging with -d flag.