Hi Bogleheads,
Sometimes some analysis on one's portfolio needs to be done, e.g., in order to check skew relative to the desired AA, check whether to switch between funds https://www.bogleheads.org/wiki/Paying_ ... itch_funds, etc.
It's possible to do this via spreadsheets and something like Excel (which obviously is a very valid choice), but I'd rather use Python:
1. I have layers of different basis costs, and it's cumbersome to feed the different layers to the (excellent) Excel sheets provided here.
2. Different brokerages have different export formats, and it's just easier for me to use Python to ingest them to a uniform structure.
If you use Python for investment maintenance, which packages do you recommend (e.g., for good coverage and detail on historical data)? Many thanks!
Sometimes some analysis on one's portfolio needs to be done, e.g., in order to check skew relative to the desired AA, check whether to switch between funds https://www.bogleheads.org/wiki/Paying_ ... itch_funds, etc.
It's possible to do this via spreadsheets and something like Excel (which obviously is a very valid choice), but I'd rather use Python:
1. I have layers of different basis costs, and it's cumbersome to feed the different layers to the (excellent) Excel sheets provided here.
2. Different brokerages have different export formats, and it's just easier for me to use Python to ingest them to a uniform structure.
If you use Python for investment maintenance, which packages do you recommend (e.g., for good coverage and detail on historical data)? Many thanks!
Statistics: Posted by monkeytoad — Tue Jun 11, 2024 2:00 am — Replies 0 — Views 79