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Simple Portfolio
Simple Portfolio
#simpleportfolio
A tool for evaluating performance of a portfolio.
Add TWR to measure portfolio performance regardless of cashflow timing, standard deviation to measure portfolio risk, and Sharpe ratio to measure risk-adjusted excess return to 
#simpleportfolio
Add portfolio breakdowns by asset class, sectors, and regions that work with ETFs to help users make sure their portfolios are well diversified and follow their target allocation #simpleportfolio
Create a prototype of portfolio breakdown by asset class, region and sector in #simpleportfolio
Add profiling to Flask endpoints to find performance bottlenecks and speed up slow #simpleportfolio dashboards for large portfolios
Add a tax report to #simpleportfolio to help me with filing my income tax
Add an ability to manually override 3rd party market data issues to #simpleportfolio
Support tracking stocks in #simpleportfolio
Add a dividend chart to #simpleportfolio
Redesign #simpleportfolio dashboard
Share my portfolio monthly update via #simpleportfolio on Twitter
Allow to import trades by dragging and dropping brokerage statements to #simpleportfolio
Nicer holdings table in #simpleportfolio
Cleaner returns/cashflow breakdown tables in #simpleportfolio
Add brokerage fees to the trades table in #simpleportfolio dashboard
Update all forms to match the new #simpleportfolio look
New #simpleportfolio dashboard look
New net return rate breakdown to annualized capital gains, foreign exchange gains and dividends yield and annualized cost of fees in #simpleportfolio
New cashflow breakdown in #simpleportfolio
Send a welcome email to first #simpleportfolio users and ask for feedback
Set up Sentry error tracking for Scrapy crawlers #simpleportfolio