The finary_uapi's intro from lasconic

Finary Unofficial API wrapper

A simple command line tool to interact with your Finary account.

Finary is a real time portfolio & stocks tracker. It supports precious metal, cryptos, stocks and a lot more. If you don't already have an account, here is a referral link to sign up: https://finary.com/referral/7a49bf74c6d9cb3fca2a

⚠️ Use at your own risk. I'm not responsible if you trash your account. ⚠️

Project goals

Provide a command line tool to do a large part of what you can do on Finary website
Automate some requested features not yet implemented by finary like CSV import/export

Quick start

Install requirements. pip install finary_uapi.
Copy paste the credentials.json.tpl file to credentials.json and file your username and password.
Run python -m finary_uapi signin
You are good to go and can explore the API. Run python -m finary_uapi for available commands.
Try python -m finary_uapi me or python -m finary_uapi investments.
If you get errors about being unauthorized, you need to signin again.

Usage

Run ``python -m finary_uapi` for an up to date version.

Usage:
    finary_uapi signin
    finary_uapi me
    finary_uapi institution_connections
    finary_uapi dashboard net [all | 1w | 1m | ytd | 1y]
    finary_uapi dashboard gross [all | 1w | 1m | ytd | 1y]
    finary_uapi dashboard finary [all | 1w | 1m | ytd | 1y]
    finary_uapi portfolio [all | 1w | 1m | ytd | 1y]
    finary_uapi commodities [all | 1w | 1m | ytd | 1y]
    finary_uapi checking_accounts [all | 1w | 1m | ytd | 1y]
    finary_uapi fonds_euro [all | 1w | 1m | ytd | 1y]
    finary_uapi other_assets [all | 1w | 1m | ytd | 1y]
    finary_uapi saving_accounts [all | 1w | 1m | ytd | 1y]
    finary_uapi real_estates [all | 1w | 1m | ytd | 1y]
    finary_uapi startups
    finary_uapi investments
    finary_uapi cryptos
    finary_uapi cryptos add <code> <quantity> <price> <account_id>
    finary_uapi cryptos update <code> <quantity> <price> <account_id>
    finary_uapi cryptos delete <code> <account_id>
    finary_uapi precious_metals search QUERY
    finary_uapi precious_metals
    finary_uapi precious_metals add <name> <quantity> <price>
    finary_uapi precious_metals delete <commodity_id>
    finary_uapi holdings_accounts [crypto | stocks | <account_name>]
    finary_uapi holdings_accounts add (crypto | stocks) <account_name>
    finary_uapi holdings_accounts add (checking | saving) <account_name> <bank_name> <account_type> <balance>
    finary_uapi holdings_accounts delete <account_id>
    finary_uapi holdings_accounts update <account_id> <account_name> [<account_balance>]
    finary_uapi generic_asset_categories
    finary_uapi generic_assets
    finary_uapi generic_assets add <name> <category> <quantity> <buying_price> <current_price>
    finary_uapi generic_assets update <asset_id> <name> <category> <quantity> <buying_price> <current_price>
    finary_uapi generic_assets delete <asset_id>
    finary_uapi crypto_currency search QUERY
    finary_uapi fiat_currency search QUERY
    finary_uapi institutions search QUERY
    finary_uapi securities search QUERY
    finary_uapi securities
    finary_uapi securities add <code> <quantity> <price> <account_id>
    finary_uapi securities delete <security_id>
    finary_uapi import cryptocom FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
    finary_uapi import nexo FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
    finary_uapi import crypto_csv FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
    finary_uapi import stocks_csv FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
    finary_uapi import stocks_json FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]

Examples

List crypto accounts, and display id and name

python -m finary_uapi holdings_accounts crypto | jq '.result[] | {id: .id, name: .name}'

List investment accounts, and display id and name

python -m finary_uapi holdings_accounts stocks | jq '.result[] | {id: .id, name: .name}'

Import a CSV file from crypto.com in a new crypto account on Finary. Replace the filename and the account name

python -m finary_uapi import cryptocom crypto_transactions_record.csv --new Crypto.com

Import a generic CSV file (see tests directory for a sample) in a new crypto account on Finary. Replace the filename and the account name.

python -m finary_uapi import crypto_csv cryptodump.csv --new MyLovelyExchange

Create a "Compte d'épargne' with a 1000€ balance at BNP Paribas

python -m finary_uapi holdings_accounts add checking testchecking "BNP Paribas" "Compte d'épargne" 1000

Print gross wealth

python -m finary_uapi dashboard gross all | jq '.result["total"]["amount"]'

TODO

See Issues
Tests 😄
More typing hints
CSV export. Use pandas ?
Write, update, delete for Loans, Real estates, SCPIs are entirely TODO
Precious metal update
Interactive command line (it would make automation less fun, but manual use easier)