Crypto Portfolio Manager 📊

A robust Python library for managing and analyzing cryptocurrency portfolios with advanced metrics, performance tracking, and visualization capabilities.

🌟 Features

• Real-time Data Integration: Fetch and store market data from multiple exchanges
• Portfolio Tracking: Track positions, trades, and performance metrics
• Advanced Analytics: Calculate Sharpe ratio, Sortino ratio, drawdowns, and correlations
• Risk Management: Value at Risk (VaR) calculation and efficient frontier analysis
• Interactive Visualizations: Comprehensive dashboards with Plotly
• Unit-based Accounting: Accurate performance tracking with cash flow adjustments

📊 Portfolio Dashboard

The dashboard provides a comprehensive view of your portfolio including:

• Performance tracking with benchmarks
• Asset allocation over time
• Drawdown analysis
• Correlation matrices
• Return attribution

📈 Portfolio Optimization

Optimize your portfolio using Modern Portfolio Theory:

• Generate efficient frontier
• Find optimal portfolio allocations
• Balance risk and return
• Compare current allocation with optimal portfolios

🚀 Quick Start

# Clone the repository
git clone https://github.com/danilmezor/portfolio_tracker.git
cd crypto-portfolio-manager

# Install dependencies
pip install -r requirements.txt

Basic usage example:

from src.portfolio_manager import Portfolio, MarketDataManager

# Initialize portfolio with market data manager
portfolio = Portfolio(
    storage_path="portfolio.db",
    market_data_path="market_data.db",
    initial_deposit=1000000
)

# Add positions
portfolio.add_position("BTCUSDT", "BINANCE")
portfolio.add_position("ETHUSDT", "BINANCE")

# Get portfolio summary
summary = portfolio.get_portfolio_summary()

Check out the example notebook for more detailed usage.

📦 Installation Requirements

pandas>=1.2.0
numpy>=1.19.0
plotly>=4.14.0
sqlite3
pytz
tvdatafeed

🤝 Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

Fork the repository Create your feature branch (git checkout -b feature/AmazingFeature) Commit your changes (git commit -m 'Add some AmazingFeature') Push to the branch (git push origin feature/AmazingFeature) Open a Pull Request

📝 License

This project is licensed under the MIT License - see the LICENSE file for details.

📧 Contact

Danil Zanozin - @danilmezor Project Link: https://github.com/danilmezor/portfolio_tracker

⭐️ If you found this project helpful, please consider giving it a star!

🙏 Acknowledgments

TVDatafeed for market data integration Modern Portfolio Theory for optimization algorithms Plotly for interactive visualizations