pip install -r requirements.txt
Create a file called secrets.json
it should include the following keys:
alpha_vantage_api_key
- your alpha vantage api keyopenai_secret
- your openapi secret key
Please your Google project credentials.json
in the main folder.
Make sure it has Google Sheets read and write permissions.
Create a spreadsheet in Google Sheets and for each account you want to track create a sheet with the following columns:
date
- date of the transaction (YYYY-MM-DD)type
- transaction type (buy/sell)symbol
- ticker symbol of the transactionquantity
- number of sharespps
- price per shareaccount
- name of the account
In addition, create a sheet called Summary
with the following columns:
Account
- name of the accountDescription
- description of the accountOwner
- name of the owner of the accountInstitution
- name of the institutionInstitution ID
- ID of the account in the institutionLiquid
- yes/no if the account is liquid
Then run the following command:
python main.py
You can also pass dividend_tax_rate
to analyze_portfolio
to calculate the impact of taxes on your dividends.
To clone this repository on Radicle, simply run:
rad clone rad:z4TxWeegmqBVrJVwNAUHHRuFSGiTY