bogleapp

script for python3.4 to track a boglehead portfolio

Usage:

Create file settings.py with following data:

URL assets list from morningstar.es quote_page = ['http://www.morningstar.es/es/funds/snapshot/snapshot.aspx?id=XXXXXXXXX']

number of shares for each mutual fund data_shares = ['1']

groups for portfolio rebalancing

group01 = ['Europe', 'N.America', 'Pacific', 'Pacific', 'Em.Markets', 'Em.Markets',
           'Spain', 'Bonds', 'Bonds', 'Bonds']

assing weights to groups. sum of weights = 100

dict01 = {'Europe': 16.8, 'N.America': 12.0, 'Pacific':7.20, 'Em.Markets':7.20,
          'Spain':4.80, 'Bonds':52.0}

Running this script, we will get an output.txt file with the following data:

A list with assets value:

name share price curr group total

Pictet-Japan Index R EUR 10.000 100.00 1.0000 Pacific 1000.00

Current portfolio values is 1000 Euros

group total weight act_wei ratio reb

Bonds 10000.00 52.0 49.41 1.052 1000.0

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