mderouet/finasync

A simple tool to sync your Finary portfolio values with sources platforms not yet officially integrated by Finary

Finary Unofficial Portfolio Sync Tool

Overview

This tool enables synchronization of your Finary portfolio with platforms that are not yet officially supported by Finary. Finary is an all-encompassing portfolio tracker, offering real-time updates on a variety of assets including precious metals, real estate, cryptocurrencies, and stocks.

If you're new to Finary, sign up with this referral link: Join Finary.

Disclaimer

⚠️ Use this tool at your own risk. The author is not liable for any disruptions caused to your Finary account. ⚠️

Installation

This project uses Poetry for dependency management. To set up your environment and install the required dependencies, follow these steps:

1. Install Poetry
   If you don't have Poetry installed, you can install it by following the instructions from the official Poetry documentation: Poetry Installation.

2. Clone the Repository
   Clone the repository to your local machine using the following command:

   git clone https://github.com/nmathey/finasync
   cd finasync

3. Install dependencies

   poetry install
   

4. Fill your informations
   Copy paste the my_info.json.tpl file to my_info.json and fill your informations

   cp my_info.json.tpl my_info.json
   

5. Run
   poetry run python -m finasync signin or poetry run python -m finasync me

You may be prompted to provide a two-factor authentication code during sign-in. If so, replace YOUR_AUTH_CODE with the code from your authenticator app:

poetry run python -m finasync signin YOUR_AUTH_CODE

If you get errors about being unauthorized, you need to signin again.

Current integrated platform

RealT:

Fractional and frictionless real estate investing powered by the blockchain. If you don't already have an account, here is a referral link to sign up: https://realt.co/ref/nmathey/ RealT is a pionner in Real Estate applied to Web3.0 and very focus on its community.

Made possible thanks to RealT Community API (https://api.realt.community/) so you need an API Key to get full RealT token details. Here is the form to get one: Grant API access token

Current working scope (tried to keep it simple for now):

• rentals properties only for now
• add/delete rentals own properties in Finary real estate rent category
• update properties values and monthly rent

Known limitations:

• Gnosis network only
• Single wallet only

Usage (once signin):

• For syncing as indvidual real estate property in "real estates" Finary category (API Key needed) poetry run python -m finasync realt rent

  To delete everything created with this command: poetry run python -m finasync realt rent deleteall

• For syncing every each properties in "others assets" category (API Key NOT NEEDED but less properties details) poetry run python -m finasync realt other-detailed

  To delete everything created with this command: poetry run python -m finasync realt other-detailed delete

• For syncing as a single portfolio line in "others assets" category (API Key NOT NEEDED but way less details) poetry run python -m finasync realt other

  To delete everything created with this command: finasync realt other delete

It will sync your RealT portfolio hosted on the blockchain to your Finary account.

BIG thanks!

This won't be possible without:

• Finary keeping open its API ;)
• The great work of @lasconic for his Finary Unofficial API wrapper (https://github.com/lasconic/finary_uapi)
• The great work of RealT Community API (https://api.realt.community/)
• Exchange Rate API (https://www.exchangerate-api.com)
• The great idea from @MadeInPierre author of Finalynx, bringing an alternative for your Finary portfolio views and much more (https://github.com/MadeInPierre/finalynx)

💌 Donations

This is a personal project I have fun with on my free time. If you found it useful and wish to support my work, you can transfer any ERC20 tokens or coins to the following Ethereum/Gnosis/Polygon address are welcome: 0xEFf0d54e391C6097CdF24A3Fc450988Ebd9a91F7!

It would give me the motivation to keep improving it further 😄 Thank you!