market-manager

Market Manager

An application to manage the bull market allowing us to keep tracking the prices and dividends of the stocks we prefer, from any market in the world.

Also, allow us to manage our own wallet, storing all the operations we have made used.

Table of Contents

• Resources
• Commands
  • Import tools
    • Stocks
    • Wallets
    • Transfers
    • Operations
    • Retentions
  • Add tools
    • Stock
    • Wallet
    • Transfer
    • Operation
      • Buy
      • Sell
      • Dividend
      • Interest
    • Retention
• Getting started
  • Prerequisites
  • Testing
• Dependencies
  • Upstream
• Copyright

Resources

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Commands

Import tools

Import stocks

```bash
market-manager purchase import stock -h
```

• Add/Create xx_stocks.csv file to resources/import/stocks with the stock(s) with the following format:

  STOCK NAME	EXCHANGE SYMBOL	SYMBOL	TYPE	Sector	Industry
  NVIDIA CORPORATION	NASDAQ	NVDA	COMMON	TECHNOLOGY	SEMICONDUCTOR - SPECIALIZED

Note: The file SHOULD only contain the values, the header is just for better understanding.

• Run the command

  market-manager purchase import stock
  

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Import wallet

```bash
market-manager account import wallet -h
```

• Add/Create xx_ourwallet.csv file to resources/import/wallets with the wallet(s) with the following format:

  URL	NAME
  www.wallet.es	Degiro

Note: The file SHOULD only contain the values, the header is just for better understanding.

• Run the command

  market-manager account import wallet
  

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Import transfer

```bash
market-manager banking import transfer -h
```

• Add/Create xx_transfer.csv file to resources/import/transfers with the transfers(s) with the following format:

  DATE	FROM	TO	AMOUNT
  6/10/2017	Bank	Wallet	20,00

  FROM: Name of the bank account. This values is used to match with our wallet in case you transfer money out from the wallet.

  TO: Name of the bank account. This values is used to match with our wallet in case you transfer money in to the wallet.

Note: The file SHOULD only contain the values, the header is just for better understanding.

• Run the command

  market-manager banking import transfer
  

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Import retention

```bash
market-manager account import stock-retention -h
```

• Add/Create xx_ourwallet.csv file to resources/import/retentions with the retention(s) with the following format:

  DATE	FROM	TO	AMOUNT
  6/10/2017	Bank	Wallet	20,00

  FROM: Name of the bank account. This values is used to match with our wallet in case you transfer money out from the wallet.

  TO: Name of the bank account. This values is used to match with our wallet in case you transfer money in to the wallet.

Note: The file SHOULD only contain the values, the header is just for better understanding.

• Run the command

  market-manager account import stock-retention -w ourwallet
  

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Import operations

```bash
market-manager account import operation -h
```

• Add/Create xx_ourwallet.csv file to resources/import/accounts with the operation(s) with the following format:

  TRADE #	DATE	STOCK NAME	TYPE	AMOUNT	PRICE	EXCHANGE	E. FEES	PAYED	FEES
  1	6/10/2017	TESLA MOTORS INC	Comprar	2	"332,69"	"1,1848"	"0,16"	"88,25"	"0,51"

  EXCHANGE: Exchange currency to EUR.

Note: The file SHOULD only contain the values, the header is just for better understanding.

• Run the command

  market-manager account import operation -w ourwallet
  

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Add tools

Add stock

```bash
market-manager account add stock -h
```

*Example of used

```bash
    market-manager purchase add stock -s ET -e NYSE
```

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Add operation

```bash
market-manager account add operation -h
```

```bash
market-manager account add operation buy -h
```

*Example of used

```bash
    market-manager account add operation buy -w ourwallet -t 83 -d 16/10/2018 -s DRAD -a 150 -p 1.4 -pc 1.1579 -pcc 0.16 -v 181.54 -c 1.02
```

Note: The option trade is use to match with the sell operation in order to track the performance of a single operation.

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```bash
market-manager account add operation sell -h
```

*Example of used

```bash
    market-manager account add operation sell -w ourwallet -t 12 -d 04/10/2018 -s JD -a 2 -p 24.78 -pc 1.1526 -pcc 0.16 -v 42.96 -c 0.51
```

Note: The option trade is use to match with the buy operation in order to track the performance of a single operation.

[table of contents]

```bash
market-manager account add operation dividend -h
```

*Example of used

```bash
    market-manager account add operation dividend -w ourwallet -d 28/09/2018 -s HUN -v 2.37
```

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```bash
market-manager account add operation interest -h
```

*Example of used

```bash
    market-manager account add operation interest -w ourwallet -d 30/09/2018 -v 13.92
```

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Add retention

```bash
market-manager account add dividend-retention -h
```

*Example of used

```bash
    market-manager account add dividend-retention-w ourwallet -s HUN -r 0.37
```

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Getting started

[table of contents]

Dependencies

Upstream

This application depends on the following sites:

• finance.yahoo.com: Used to scrape stock company profile and stock summary.
• marketchameleon.com/: Used to scrape stock dividends and stock volatility.
• free.currencyconverterapi.com: Used to get EUR to USD and EUR to Dollar Canadian exchange prices on real time.

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Copyright

Copyright (C) 2018 by Darien Hernandez dohernandez@gmail.com.

Market Manager released under MIT License. See LICENSE for details.