Automatic import of classifications

[Alfons1Qvor12]

For “my version” of the script, please go to github and download the new-api-branch of the script.
The link is in the following post:

Automatic import of classifications

Hello everybody, I have created a temporary branch to prepare the switch to a better documented Morningstar API. I already have a version which works well and just requires a bit of code clean-up as there is now a lot of unneeded legacy in the code. But I think it is ready for broader testing. Would some of you be so kind to try out the new temporary branch and let me know, if there are issues? The most attractive new feature is flexible retrieval of top holdings. You can decide, if you want …

Unfortunately, I haven’t properly updated the README yet for that branch. But it would need to contain something like this:

Installation

Requires Python 3 (and Portfolio Performance).

Steps:

1. download this repository from github (aka: git clone this repository)

2. run pip3 install -r requirements.txt in the install directory

3. test the script by running: python portfolio-classifier.py test/multifaktortest.xml -stocks in the install directory. Then open the resulting file pp_classified.xml in Portfolio Performance.

Note: You might want to install and run this in a Python virtual environment. Make sure you have venv installed and cd to the install directory. Run python -m venv ppc-env (ppc-env is then the name of the new virtual environment). Run source ppc-env/bin/activate to enter the virtual environment. Run pip3 install -r requirements.txt (as in step 2 above). Use the script (as e.g. in step 3 above). When done, exit the virtual environment with deactivate.

Command Line Parameters

For the most recent set of command line parameters run: python portfolio-classifier.py -h

Here is what you will get:

And then please read the “How it works” chapter in the existing README.

Hope that helps.

(And if you would like to have some pre-defined colours for the taxonomies, have a look at the files in pp-portfolio-classifier/docs/taxonomy-json-templates/ and use e.g. AllTaxonomies.json. Best before even running the script for the first time).