Requires pandas, pycoingecko, and Python 3.10.
pip install -r requirements.txt
Simple portfolio manager, to start just create a csv file of your portoflio in the portfolios/ folder (see portfolios/example.csv. Running python -i core.py shows the basic functionality of the Pf class.
The CSV must have the header indicating the two columns: coin_id, amount. The coin_id usually can be found browsing in coingecko: is the last subdirectory that appears on the URL (example: the bitcoin URL is https://www.coingecko.com/pt/moedas/bitcoin, so the coin_id for bitcoin is bitcoin). However, this is not always the case.
BNB, for example, has binance-coin as the end of the website URL: https://www.coingecko.com/pt/moedas/binance-coin, but it's coin_id is actually binancecoin. For that reason, you might want to check CoinGecko Token API List on google sheets. A list with this information is also available on the repository, under src/coins.list.
This feature allows you to find out the amounts you should have for each asset to achieve a specific portfolio balancing. Example: Suppose the following portfolio:
<example.csv>
coin_id,amount
chainlink,300
bitcoin,0.1234444
ecash,3000000
Then let's say that those Bitcoins are in a cold wallet, and I don't want to do anything with it. But I want to keep a 70/30 split between Ethereum and Chainlink. Then it suffices to create the following file also in the portfolios/ folder, with the same coin_ids as the example.csv file:
<example.eq.csv>
coin_id,goal
chainlink,%70
bitcoin,#0.1234444
ecash,%30
Then you can access:
>>>example = Pf('example', 'usd')
>>>example.goals
chainlink 222.54541724
bitcoin 0.1234444
ecash 15965262.19372567
Not that the bitcoin amount is the same, but the other two have changed. The fixed amount specified by the prefix '#' in the .eq.csv indicates that this quantity is not mutable. The other lines, prefixed by '%', indicate the percentage goal for each of the assets:
>>>example.mutable_goals_percentages
coin_id
chainlink 70.00000000
ecash 30.00000000
Furthermore, one could leave a goal blank: blank goals are indicated with '%-', and the remainder percentange will be split between then. Example:
<example.csv>
coin_id,amount
bitcoin,0.1
ecash,0
hathor,50
chainlink,123
ethereum,1
render-token,0
<example.eq.csv>
coin_id,goal
bitcoin,%50
ecash,%20
hathor,%-
chainlink,#123
ethereum,%-
render-token,%-
Will give us:
>>>example = Pf('example', 'usd')
>>> example.mutable_goals_percentages
coin_id
bitcoin 50.00000000
ecash 20.00000000
hathor 10.00000000
ethereum 10.00000000
render-token 10.00000000
>>>example.goals
bitcoin 0.08563564
ecash 17656468.17765568
hathor 2801.37203693
chainlink 123.00000000
ethereum 0.24134415
render-token 572.33114316
Another cool features, using the same example from above:
>>>example.diff
coin_id
bitcoin -0.01436436
ecash 17656468.17765568
hathor 2751.37203693
ethereum -0.75865585
render-token 572.33114316
>>>example.goals_pie()