ETF facts and stock style

[amarinderca]

Hi,

I was wondering if ETF facts like top holdings, sectors, regions can be added to portfolio performance?

For example:
https://www.vanguard.ca/api/document/12389/CA

Morningstar stock style should also be added.

Some news or analysis for stocks is also wanted.

[Rafa]

Automatic import of classifications

Based on @f_bu and @traits 's work, I have modified the script to use morningstar information. It is then applicable to funds and etfs with an ISIN (not only to iShares ETF), but it does not give the currency information. Nevertheless, it might be useful as it is. https://github.com/fizban99/pp-portfolio-classifier

[yota]

thank you for this wonderful script, i hope it will be added in the base software in the futur. Some remark tho:

pip3 -r requirements.txt this never worked for me always had " -r no such …"

Have to add the WKN not only the ISIN for it to work

Having a deposit account with less than 0€ make the percentage in the country etc view wrong 200 000% like results

And finally is there a way to bypass support that are not ETF i have some crypto and other type of assets that are not listed and it seems to make it crash.

thank you