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Calculates currency, country and industry allocations for portfolio of ETFs and mutual funds

Home Page: https://pypi.org/project/portfolio-allocation

License: GNU General Public License v3.0

Python 67.29% HTML 2.02% JavaScript 28.55% CSS 2.13%
allocation etf finex gnucash moex tinkoff

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portfolio-allocation's Issues

Add more piecharts

Should be separate piechart with cash allocation by currency, stock allocation by country, bond allocation by currency/country

Script fails in case of empty incoming gnucash report

<!DOCTYPE html>
<html dir='auto'>
<head>
<meta http-equiv="content-type" content="text/html; charset=utf-8" />
<style type="text/css">
@media (prefers-color-scheme: dark) {body {color: #000; background-color: #fff;}}
h3 { font-family: "Arial", sans-serif; font-size: 15pt; font-weight: bold;  }
a { font-family: "Arial", sans-serif; font-size: 10pt; font-style: italic;  }
body, p, table, tr, td { vertical-align: top; font-family: "Arial", sans-serif; font-size: 10pt;  }
tr.alternate-row { background: #ffffff }
tr { page-break-inside: avoid !important;}
html, body { height: 100vh; margin-top: 0px; margin-bottom: 0px; margin-left: 8px; margin-right: 8px; }
td, th { border-color: grey }
th.column-heading-left { text-align: left; font-family: "Arial", sans-serif; font-size: 10pt;  }
th.column-heading-center { text-align: center; font-family: "Arial", sans-serif; font-size: 10pt;  }
th.column-heading-right { text-align: right; font-family: "Arial", sans-serif; font-size: 10pt;  }
td.highlight {background-color:#e1e1e1}td.neg { color: red;  }
td.number-cell, td.total-number-cell { text-align: right; white-space: nowrap; }
td.date-cell { white-space: nowrap; }
td.anchor-cell { white-space: nowrap; font-family: "Arial", sans-serif; font-size: 10pt;  }
td.number-cell { font-family: "Arial", sans-serif; font-size: 10pt;  }
td.number-header { text-align: right; font-family: "Arial", sans-serif; font-size: 10pt;  }
td.text-cell { font-family: "Arial", sans-serif; font-size: 10pt;  }
td.total-number-cell { font-family: "Arial", sans-serif; font-size: 12pt; font-weight: bold;  }
td.total-label-cell { font-family: "Arial", sans-serif; font-size: 12pt; font-weight: bold;  }
td.centered-label-cell { text-align: center; font-family: "Arial", sans-serif; font-size: 12pt; font-weight: bold;  }
sub { top: 0.4em; }
sub, sup { vertical-align: baseline; position: relative; top: -0.4em; }
@media print { html, body { height: unset; }}
</style></head><body bgcolor="#ffffff"><h3>Securities:</h3>
<h3>No data</h3>
<p>The selected accounts contain no data/transactions (or only zeroes) for the selected time period</p>
<p><a href="gnc-options:report-id=0#">Edit report options</a>
</p>
</body>
</html>

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