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portfolio-performance

This repository generates static JSON files with securities quotes from different sources. These quotes can be added easily in Portfolio Performance.

They are updated daily and available under the https://enrichman.github.io/portfolio-performance/json/<ISIN>.json URL.

Example: https://enrichman.github.io/portfolio-performance/json/IT0005532723.json

Add a quote

If a quote is not present it needs to be added in the securities.csv. It needs the ISIN, a Name, and a "loader". If the loader does not exists already it needs to be implemented.

How To add a quote to Portfolio Performance

Add an empty instrument and add the JSON historical quotes.

To load the quotes in Portfolio Performance just add the URL of the quotes that you need with the proper JSONPath expression:

  • Date: $.[*].date
  • Close: $.[*].close

Screen Shot 2023-03-30 at 14 40 19

You will be able to see the graph in the main screen now:

Screen Shot 2023-03-30 at 14 40 48

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