This is the documentation of the Portfolio Tracker, an app to track your investment portfolio. The goal of this tool is to provide a complete and automated workflow from extracting relevant data from your bank statements to calculating the performance of your investments.
Help (WIP)
1. How can I add new transactions? Select the panel Transactions and choose between two different options (add manually or upload PDFs) in the box on the right hand side.
2. Which PDF bank statements are automatically read? Right now, bank statements from four different banks and brokers are included. See here for further information. For additional banks submit a suggestion via https://github.com/lorenzbr/PortfolioTrackerDocs/issues and send an anonymized PDF bank statement to my private address.
3. What are tickers? Tickers are symbols for an investment such as stocks or funds and identifies the investment on a stock market. It is required to be able to access prices and volume data of an investment.
4. Why are some tickers missing? The Portfolio Tracker tries to identify tickers based on the ISIN or WKN and searches for the corresponding ticker symbol on Xetra. In some cases, the correct ticker, which is needed to get prices from Yahoo Finance, cannot be found. Then, the user needs to search for the correct ticker on Yahoo Finance and add it in the panel Transactions.
5. How many PDFs with transactions can I upload at once? You can upload as many PDFs as possible. This may, however, take some time. Alternatively, you can start to upload up to 100 transactions (this can take several minutes) to see whether any issues arise. In the next step, you can upload the remaining transactions.
6. What happens if I upload the same PDF transaction several times? As long as the file name of the PDF (and all other information in the PDF) is unique and unchanged, the Portfolio Tracker considers such a transaction as only one single transaction.
Documentation (WIP)
Annualized return
“An annualized total return is the geometric average amount of money earned by an investment each year over a given time period.” See here for further details.
Annual return
“The annual return is the return that an investment provides over a period of time, expressed as a time-weighted annual percentage.” See here for further details.
Tasks (WIP)
- Portfolio performance
- Portfolio statistics
- Return on investment (portfolio + individual stocks)
- Benchmark with alternative investments (e.g. MSCI World)
- Dividends by stock/fund and compute dividend yield
- Documentation/vignette/help panel
- Watchlist
- Cryptocurrencies
Contact
Please submit bug reports and suggestions via https://github.com/lorenzbr/PortfolioTrackerDocs/issues
License
This R package is licensed under the GNU General Public License v3.0.
See here for further information.
