Track my quotes

Overview

Get last quotations from Yahoo Finance and compare it to purchase prices.

What does it resolve?

As financial non-professional, look for stock variations is not easy.

It's quite fun at the beginning, but not every days...

And to not miss good opportunities, a reminder would be welcome.

However, it's not easy to keep in mind purchase prices and to calculate gains.

The solution?

Track my quotes checks the stocks you are looking for, calculate the gain according to your purchase price and display the result in differents formats.

Installation

With node.js installed, type:

npm install track-my-quotes -g

How to use it?

Output results as a list:

track-my-quotes my-stocks.csv

Output results as a list in a file:

track-my-quotes my-stocks.csv -o today.txt

Output results as CSV in a file:

track-my-quotes my-stocks.csv -f csv -o today.csv

(for now, output file and format are not implemented... it is still a 0.x version...)

Serve results as a Web page:

track-my-quotes my-stocks.csv serve

This command opens automatically the page in your favorite browser (http://localhost:8444).

Stock list format

Example of my-stocks.csv:

symbol,purchase date,purchase price,quantity,purchase fees,sale fees
AAPL,14/04/2015,108.21,1000,2,2
IBM,15/03/2015,143.21,800,2,2

Output example

Apple Inc.
Symbol: AAPL
Purchase date: 2015-04-14
Purchase price: 108.210
Quantity: 1000
Last price: 110.780 (2015-10-08)
        (Open: 110.190, High: 110.190, Low: 108.210, Volume: 61698500)
Current price: 109.500 (4:00pm)
        (Open: 110.140, High: 110.190, Low: 108.210, Volume: 61980244)
Gain: 2570.000
Gain without fees: 2566.000
Dividends: 1040.000
Variation since purchase: 1.192%
Variation since 1 day: 0.000%
Variation since 5 days: 1.095%
Variation since 30 days: 0.572%
Range since 52 weeks: 92-134.54
--------------------------------------------------------------------------------
International Business Machines
Symbol: IBM
Purchase date: 2015-03-15
Purchase price: 143.210
Quantity: 800
Last price: 150.090 (2015-10-08)
        (Open: 149.690, High: 153.020, Low: 149.290, Volume: 4777100)
Current price: 152.280 (4:02pm)
        (Open: 149.690, High: 153.020, Low: 149.290, Volume: 4794357)
Gain: 5504.000
Gain without fees: 5500.000
Dividends: 2080.000
Variation since purchase: 6.333%
Variation since 1 day: 0.000%
Variation since 5 days: 4.527%
Variation since 30 days: 3.475%
Range since 52 weeks: 140.56-189.5

(it's prettier with colors)

Todo

• The logger library should be a module
• in the track module: merge input stocks with a default values object
• Output as HTML, with templates
• Output as CSV
• Send output as mail: https://www.npmjs.com/package/nodemailer
• gain per year (or day?)
• auto refresh Web app data?
• add indices (CAC, ...) quotes?
• save locally favorite order