Financial Wealth Management Command-line utils
Shooting to be compatible with both python 2.7 and 3 for maximum usability and minimum dependency
Fetch assets using the etl methods. USAA is supported.
This will populate the /data/YYYY-MM-DD dir with bank asset files.
./bin/etl
The raw bank asset files can be normalized into portfolio-YYYY-MM-DD.csv
Your portfolio can be loaded from portfolio.csv, or it can be fetched from google sheets.
The format is as follows.
| Symbol | Quantity | |
|---|---|---|
| AAPL | - | 100 |
- portfolio.csv ** Format: "Ticker, Name (optional), Quantity"
- crypto.csv ** Format: "Ticker, Quantity"
You're going to need to get a list of your assets, so use the included scripts, or you can manually make one in the format:
Symbol, Readable Name, Quantity
Total Value:
./bin/total.py
Get total coming in, and total expenses going out, by month.
burnrate.py