Built a Free Portfolio Analytics Tool for Our Community (No More Excel!)

Financial Products & Services Investing Software
1

Hey fellow Fools,

First not sure why it is marked as over promoting, but I built this tool to solve an issue which is practical. We all want to know how our investment goes and fool used to provide a tool but gone. Then there was an excel File provided to track but we need to input all trades manually and with lots of trades, it is slow to get real time data and compare to s&p 500 takes time.

I used my free time to develop this small useful python code and Thought some of you might find it useful.

**What it does:**

- Instant XIRR, CAGR (I used a weighted formula, though XIRR is better), and compare your portfolio vs S&P 500 benchmarking (just upload a CSV of your own trades)

- Beautiful interactive HTML reports with charts

- Compare your portfolio to some famous investors (public data and for fun)

- Free, open-source on GitHub

**Live example with investor comparison:**

https://rawcdn.githack.com/zhybear/finance_tools/main/portfolio_analyzer/examples/example_report.html

**GitHub:**

https://github.com/zhybear/finance_tools/tree/main/portfolio_analyzer

Feedback welcome!

Btw, I got a message saying if this is marked hidden again, system will not show it which is fine. Though I wonder the person or community member did read the full content. Anyway nothing to advertise here or promote, but just share what I used myself and feel fool community may benefit. But maybe people is ok with excel method.

Will see if this post can survive

3 Likes
4

Can you extrapolate on this to non-IT savvy people? I clicked on the github link and no clue where to start even after reading the “Quick Start.”

5

Sure. 1) first try to download python and install (python can be installed on windows, Linux, and Mac). 2) go to github, and the link I provided and there should be a code button and you can download to your local disk as zip file 3) unzip and follow the instruction to run the package with python using example file and if it works, you can copy the example file to a new file and input your own trade info.