Demo Portfolio Tracker

This is a stripped down and totally bare portfolio tracker that can be improved a lot and it should be considered a work in progress. Tips and constructive feedback are therefore highly sought after.

I wanted to migrate away from the Google Sheet that I was using and figured I could do it in R since I'm taking R courses and I'm loving R so far.

Important

These are steps you have to take to get this working for yourself.

• obtain your own Nomics API key via: nomics.com
• create your own position and ticker lists in the create-portfolio.R scripts
• replace the Sys.getenv() variable in the API call in create-portfolio.R with your Nomics API key
  • if you intend to share your code or want to upload to a repo, I recommend that you make a local .Renviron file and add your key as a system variable. That way you can store it without exposing your key (like I did here).
  • add the .Renviron file to your .gitignore file if you're using git.

Contents

A short description of what is what exactly.

index.Rmd

This file compiles the dashboard and takes data from the data folder as input.

scripts

Contains all the required scripts. Edit create-portfolio.R and run main.R to run all scripts in tandem and render the dashboard after.

libraries.R

This scripts loads all required libraries.

create-portfolio.R

This is where you will construct your positions and perform the Nomics API call to obtain prices for your portfolio.

main.R

This is the only script you will need to run if you want to manually update the portfolio. It runs all the other scripts and can update the dashboard.

task-scheduler.R

This script can automatically update your portfolio on whatever interval you wish. Note that it is currently set-up for windows machines. My personal tracker was configured to run a daily update at 12:00 and my computer ran the main.R script every day at 12:00 sharp.

I did this so I automatically had an additional snapshot of that days value added to the pf_snapshot.csv file. It constructs an historical overview of data that is shown in one of the charts. You can manually update this .csv file and the tracker will append the snapshotted data.

data

Contains neat .csv files for the portfolio tracker itself, the ticker data used and includes a snapshot list which are all used to create the dashboard in the .Rmd file.

docs

The live demo dashboard is hosted from this specific folder, you can ignore it for now.