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wilsonleong edited this page Nov 20, 2020 · 15 revisions

Backlog / To Do List

  1. plot nicer charts showing composition (requires remapping of categories by region & sector) https://matplotlib.org/gallery/pie_and_polar_charts/nested_pie.html#sphx-glr-gallery-pie-and-polar-charts-nested-pie-py
  2. add returns of YTD 1W 1M 3M 6M 1Y 3Y 5Y (requires valuation at each of these beginning dates)
  3. add annualised returns for every year 2015, 2016, 2017, 2018, 2019, 2020 (reuires valuation at start/end dates)

Example output

Portfolio Summary

Investment Cost vs Valuation

Top Holdings

Portfolio Composition

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