Portfolio Performance Tracker 📈

A web-based application built with Streamlit that helps users track and analyze their investment portfolio performance.

Features

• 📊 Real-time portfolio tracking
• 📈 Performance analysis with multiple metrics (XIRR, Total Return, Annualized Return)
• 🔄 Benchmark comparison
• 📅 Transaction history management
• 📊 Portfolio allocation visualization
• 📥 CSV import support

Installation

1. Clone the repository:

git clone https://github.com/yourusername/portfolio-performance-tracker.git
cd portfolio-performance-tracker

2. Create a virtual environment (recommended):

python -m venv venv
source venv/bin/activate  # On Windows: venv\Scripts\activate

3. Install required packages:

pip install -r requirements.txt

Usage

1. Start the application:

streamlit run app.py

2. The application will open in your default web browser with three main sections:

Input Transactions

• Manual Entry: Add individual transactions with:

  • Stock Symbol (e.g., MSFT)
  • Transaction Date
  • Transaction Type (BUY/SELL)
  • Quantity
  • Price per Share

• CSV Upload: Bulk import transactions using a CSV file with the following format:

Symbol,Date,Type,Quantity,Price
AAPL,2024-03-15,BUY,10,172.62
MSFT,2024-03-14,SELL,5,425.22

View Portfolio

• Current holdings overview
• Portfolio allocation pie chart
• Total portfolio value
• Transaction history with delete options

Analysis

• Portfolio value over time chart
• Performance metrics:
  • XIRR (Extended Internal Rate of Return)
  • Total Return
  • Annualized Return
  • Weighted Average Holding Time
• Stock-wise performance analysis
• Benchmark comparison with customizable benchmark symbol

Data Storage

The application uses Streamlit's session state to store transaction data during the session. Data persists only while the application is running.

Requirements

• Python 3.7+
• Streamlit
• Pandas
• NumPy
• Plotly
• yfinance

Notes

• Stock data is fetched using the Yahoo Finance API through the yfinance package
• All calculations are performed in real-time using current market prices
• The application supports multiple currencies but assumes all transactions are in the same currency

Limitations

• Data is not persisted between sessions
• Real-time price updates depend on the Yahoo Finance API availability
• Performance calculations may take longer with a large number of transactions

Contributing

Feel free to submit issues, fork the repository, and create pull requests for any improvements.

License

This project is licensed under the MIT License - see the LICENSE file for details.