Portfolio Allocation for GnuCash

Currency, country, asset class and industry allocations for portfolio of ETFs and mutual funds

What the program does:

1. Takes instrument allocation from GnuCash's "Security" pie chart report
2. Fetches data for each instrument from the Internet:
   1. Finex website
   2. Tinkoff website
   3. Yahoo Finance
3. Generates and opens portfolio allocation report in your browser.

Installation

pip install portfolio-allocation

Usage

To generate report based on default "Securities" GnuCash report for recently open GnuCash file:

portfolio-allocation gnucash

But you'd better customize it, since the "Securities" pie chart is limited to 7 instruments:

portfolio-allocation gnucash -r MyCustomReport1 MuCustomReport2

To select another GnuCash file:

portfolio-allocation gnucash -r MyCustomReport -f /home/user/other.gnucash

To view all the possible options, check:

portfolio-allocation -h