Web app to track PnL for options & futures strategies.
This codebase aims to
- do few things well
- ingest trades & positions from broker
- allow users to declare portfolio specific strategies
- expose trades for user to link trades to strategies
- report PnL on portfolio/strategy/grouping levels
Tracker is built in with a soft linking data dependency to finx-reports-ib. The following scripted steps assume that it's setup in a adjacent directory. Checkout the finx-reports-ib for more info on it.
mkdir -finx
cd finx
git clone [email protected]:westonplatter/finx-tracker.git
git clone [email protected]:westonplatter/finx-reports-ib.git
cd finx-tracker.git
docker-compose -f local.yml build
make db.migrate
# run this, cd ../finx-ib-reports && make download.annual && finx-tracker
make import.trades
Run this,
cp ../finx-ib-reports/data/* data
docker-compose -f local.yml run django-cli python manage.py runscript import_trades
Run this,
cp ../finx-ib-reports/data/* data
docker-compose -f local.yml run django-cli python manage.py runscript import_positions
Run this,
docker-compose -f local.yml run django-cli python manage.py makemigrations [optional: app_name]
docker-compose -f local.yml run django-cli python manage.py migrate [optional: app_name]
To run django based tests,
docker-compose -f local.yml run django-cli python manage.py test
BSD-v3. See license file