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InvestmentChecker

A simple Python program that let's you track your long-term investments on the stock market.

Usage

After running main.py the main menu opens up. The main menu has 3 elements: My Stocks, Add Stock, Create Report.

My Stocks

The My Stocks window simply displays the added stocks.

Add Stock

Here the user can add stocks to the program. Investment Checker uses yahooquery so to find stocks make sure to use the stocks' ticker from Yahoo Finance (e.g. iShares Core S&P 500 ETF can be found simply by SXR8 on Google Finance, but on Yahoo Finance you have to be more specific with SXR8.DE or SXR8.F). After finding the stock the user has to specify stock's quantity, buying price (using "." for decimal points) and the date on which the stock was bought (in the format YYYY.MM.DD). The program creates an excel sheet in data/stocks.xlsx for every added stock.

Create Report

By clicking on Create Report the program gets the current prices of the added stocks and then shows a summary about the stocks and their gains/losses. Clicking the Log button, Investment Checker logs the data in data/stocks.xlsx to the proper sheet and creates two basic charts about the stock's performance. Investment Checker also creates summary sheets for each used currency.

Missing features

These features are currently missing from Investment Checker, since they weren't a priority for the creator. They might be added later.

  • Deleting/editing stocks (these can be manually done in data/stocks.csv)
  • Sorting the stocks in My Stocks and Create Report

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A simple Python program that let's you track your long-term investments on the stock market.

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