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Wallet

This is python package analyze transactions from the brokers below and generate report with the performance compared with market indexes.

  • Trading 212;
  • TD Ameritrade;
  • Clear

How to use

The notebook Wallet.ipynb can be opened either with Visual code or Jupyter notebook. Download the transactions statements from the broker in csv format. Create a input config

config = Input(broker=Broker.TDAMERITRADE,\
     statement_dir=f"{path_to_transactions}/transactions_td_ameritrade")

Execute the notebook.