Portfolio Tracker 📉

pip install yfinance

import yfinance as yf


# ANSI escape sequence for red color
RED = "\033[91m"
# ANSI escape sequence for green color
GREEN = "\033[92m"
# ANSI escape sequence for blue color
BLUE = "\033[94m"
# ANSI escape sequence for yellow color
YELLOW = "\033[93m"
# ANSI escape sequence for orange color
ORANGE = "\033[91m"
# ANSI escape sequence to reset color
RESET = "\033[0m"


print(f"\n{GREEN}Welcome to Portfolio Tracker!{RESET}")

#Begins the program
def program_start():
    user_choice = input(''''\n\nEnter a number to choose your action.
    1. Weigh your portfolio against indicies. 
    2. Weigh your portfolio against another custom portfolio.
    3. Exit program. \n'''')
    if user_choice == "1":
        user_vs_indicies()
    elif user_choice =="2":
        user_vs_custom_portfolio()
    elif user_choice == "3":
        return()

#This function calculates the percent change, taking 2 integers representing $USD amounts 
def percent_change(first_value, second_value):

    a = (((float(second_value)-first_value)/(first_value))*100.00)

    return(a)

#This function calculates the opening price of a stock at the beginning of the user-defined time period,
#using the very first position of the first column (the opening price column) of a price history table 
#generated by the yfinance.history() method
def beginning_open(price_history, shares):
    b = price_history.iloc[0,0] * shares

    return(b)

#This function calculates the most recent closing price of a stock. It looks at the same table that the 
#beginning_open() function looks at, but it takes the last position in the 4th column of the table 
#(the closing price column)

def recent_close(price_history, shares):
    c = price_history.iloc[-1,3] * shares

    return(c)

#This function calculates the final $USD total of the user's portfolio at the beginning and the end of the 
#user-defined period of time. These totals are then passed into the percent_change() function
def final_total(beginning_list, end_list):
    
    beginning_total = sum(beginning_list)
    end_total = sum(end_list)

    d = percent_change(beginning_total, end_total)
    return(d)

#Calculates the user's performance against the indicies and prints a snarky comment
def snarky_comment(your_portfolio, spy, qqq):
    if float(your_portfolio) < float(spy) and float(qqq):
        
        print(f"\n{RED}Maybe investing isn't for you, buddy.{RESET}")

    elif float(your_portfolio) > float(spy) and float(qqq):
        
        print(f"\n{GREEN}Wow look at Warren Buffet over here.{RESET}")

#This function is the main loop of the program. This takes a user-defined period of time, queries the user on a 
#stock ticker that they want to add to the portfolio, asks them how many shares, then adds the $USD value to 2 
#separate lists: a list of prices from the beginning of the time period, and a list of prices from the end
def portfolio_creation(user_period):

    print(f"\n{BLUE}New Portfolio{RESET}")

    beginning_list = []

    end_list = []

    user_tickers = []


    a = 1

    while a > 0:
        print('''\nType 'done' to finish building portfolio. 
            Type 'undo' to delete the most recent addition to your portfolio.''')
        stock_input = input("Enter a stock ticker: ")

        if stock_input == "done":
            if len(beginning_list) and len(end_list) == 0:
                print(f"\n{RED}Please enter a at least 1 ticker.{RESET}")
            elif sum(beginning_list) == 0 or sum(end_list) == 0:
                beginning_list.clear()
                end_list.clear()
                print(f"\n{RED}Please enter a share count greater than 0.{RESET}")
            else:
                a = 0
        elif stock_input == "undo":
            if len(beginning_list) == 0 or len(end_list) == 0:
                print(f"{RED}Nothing to undo.{RESET}")
            else:
                beginning_list.pop()
                end_list.pop()
                user_tickers.pop()    
                print(f"\n{BLUE}Current stocks in portfolio: {RESET}")
                for stock in user_tickers:
                    print(f"{YELLOW}${stock}{RESET}")
        else:
            try:
                stock = yf.Ticker(stock_input.upper())
                stock_info = stock.info

                # Fetches the opening price of a stock from a user-defined period of time
                stock_history = stock.history(period=user_period)
                shares = float(input("Enter number of shares: "))

                stock_beginning_open = beginning_open(stock_history, shares)
                stock_recent_close = recent_close(stock_history, shares)

                # This part of the function appends the beginning and ending prices to their 
                # respective lists located at the beginning of the function.
                beginning_list.append(stock_beginning_open)
                end_list.append(stock_recent_close)

                #Displays the current list of stocks in user's portfolio
                user_tickers.append(stock_input.upper())
                print(f"\n{BLUE}Current stocks in portfolio: {RESET}")
                for stock in user_tickers:
                    print(f"{YELLOW}${stock}{RESET}")

            except Exception as e:
                print(f"\n{RED}Invalid ticker symbol. Please enter a valid ticker symbol.{RESET}")
                
    
    total = final_total(beginning_list, end_list)

    print(f"\n{BLUE}Portfolio finished.\n\n-----------------------------------------------------------------{RESET}")

    return(total)

def user_vs_indicies():
    user_period = input("\nEnter a time period. Valid periods are: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max.\n")
    user = portfolio_creation(user_period)
    spy = yf.Ticker('SPY')
    qqq = yf.Ticker('QQQ')

    spy_ytd_history = spy.history(period = user_period)
    qqq_ytd_history = qqq.history(period = user_period)

    spy_start = spy_ytd_history.iloc[0, 0]
    spy_end = spy_ytd_history.iloc[-1, 3]

    qqq_start = qqq_ytd_history.iloc[0, 0]
    qqq_end = qqq_ytd_history.iloc[-1, 3]


    spy_ytd_performance = percent_change(spy_start, spy_end)
    qqq_ytd_performance = percent_change(qqq_start, qqq_end)


    print("\n\nYour portfolio " + user_period.upper() + " performance: " + str(user) + "%")

    print("SPY " + user_period.upper() + " performance: " + str(spy_ytd_performance) + "%")

    print("QQQ " + user_period.upper() + " performance: " + str(qqq_ytd_performance) + "%")

    snarky_comment(user, spy_ytd_performance, qqq_ytd_performance)


    user_choice = input('''\n\nEnter a number to choose your action.
    1. Create a new portfolio.
    2. Return to main menu.
    3. Exit program. \n''')

    if user_choice == "1":
        user_vs_indicies()
    elif user_choice =="2":
        program_start()
    elif user_choice == "3":
        return()

def user_vs_custom_portfolio():

    user_period = input("\nEnter a time period. Valid periods are: 1d, 5d, 1mo, 3mo, 6mo, 1y, 2y, 5y, 10y, ytd, max.\n")
    portfolio1 = portfolio_creation(user_period)
    portfolio2 = portfolio_creation(user_period)

    print("\n\nPortfolio 1 " + user_period.upper() + " performance: " + str(portfolio1) + "%")
    print("\n\nPortfolio 2 " + user_period.upper() + " performance: " + str(portfolio2) + "%")
    
    user_choice = input('''\n\nEnter a number to choose your action.
    1. Create new portfolios.
    2. Return to main menu.
    3. Exit program. \n''')

    if user_choice == "1":
        user_vs_custom_portfolio()
    elif user_choice =="2":
        program_start()
    elif user_choice == "3":
        return()  

program_start()