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.

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 pe…

Hello @Rafa each time I run the script I have random error like this from different secid : https://www.emea-api.morningstar.com/sal/sal-service/fund/process/asset/v2/0P0001LXL9/data secid 0P0001LXL9 not found in PortfolioSAL retrieving it from x-ray...

Well, you should ask @fizban rather than me in this case, as he has developed this script.

Portfolio Performance Forum

ETF facts and stock style

English

Rafa July 3, 2022, 8:06pm 2

Automatic import of classifications Import/export

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

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