v2.0 Major Release and end of beta

py version multiple files (deprecated)/config.py

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+### --------- PROGRAMM CONFIGUARTION
+
+# Program Functionality Switch
+update_notion = True
+update_TRMNL = True
+calculate_benchmark = True
+
+# Program Functionality Configuration
+programm_cooldown_time = 15 # Programm cooldown timer in minutes
+api_cooldowm_time = 0.1 # API cooldown timer in minutes
+trmnl_granularity = 80 # Days in between two data points in the TRMNL chart
+ticker_benchmark = "VGWL.DE" # Ticker to benchmark the trades against
+
+# Programm Execution Configuration
+selected_logging_level = "warning" # must be one from the list below
+logging_levels = ("none", "error", "success", "warning", "info", "debug") # ordered by amount of logs
+class log_colors:
+    error = '\033[91m'
+    warning = '\033[93m'
+    success = '\033[92m'
+    info = '\033[90m'
+    debug = '\033[4m'
+    endcode = '\033[0m'
+
+
+### --------- API CONFIGURATION
+# NOTION
+notion_token = "secret_b7PiPL2FqC9QEikqkAEWOht7LmzPMIJMWTzUPWwbw4H"
+notion_headers = {
+    "Authorization": "Bearer " + notion_token,
+    "Content-Type": "application/json",
+    "Notion-Version": "2022-02-22"
+}
+notion_db_id_trades = "95f7a2b697a249d4892d60d855d31bda"
+notion_db_id_investments = "2ba10a5f51bd8160ab9ee982bbef8cc3"
+notion_db_id_performance = "1c010a5f51bd806f90d8e76a1286cfd4"
+
+# TRMNL
+trmnl_headers = {"Content-Type": "application/json"}
+trmnl_url_chart_1 = "https://usetrmnl.com/api/custom_plugins/334ea2ed-1f20-459a-bea5-dca2c8cf7714"
+trmnl_url_chart_2 = "https://usetrmnl.com/api/custom_plugins/72950759-38df-49eb-99fb-b3e2e67c385e"
+trmnl_url_chart_3 = "https://usetrmnl.com/api/custom_plugins/a975543a-51dc-4793-b7fa-d6a101dc4025"

py version multiple files (deprecated)/main.py

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+
+import functions
+import config
+import imp
+
+while True:
+
+	# ------------------------------------------- #
+	# PART 1: Updating the notion trades database #
+	# ------------------------------------------- #
+	# Fetches the list of all trades stored in notion
+	print("Fetching Data from Notion...", end=" ", flush=True)
+	trades = functions.fetch_format_notion_trades(config.notion_db_id_trades)
+
+	# Generates a list with unique tickers and no duplicates to reduce workload for the yfinance api
+	print("Creating a list of unique tickers...", end=" ", flush=True)
+	tickers = functions.filter_list_of_tickers(trades)
+
+	# Configuration dependent execution:
+	if config.calculate_benchmark == True:
+		
+		# Add the benchmark-ticker to the list of tickers to download data from yfinance from
+		print("Adding benchmark-ticker...", end="", flush=True)
+		tickers = functions.add_benchmark_ticker(tickers, config.ticker_benchmark)
+
+	# Fetches & formats the complete history per ticker from yfinance
+	print("Fetching & formating yfinance data", end="", flush=True)
+	yf_data = functions.fetch_format_yf_data(tickers)
+
+	# Calculates & stores a history per trade
+	print("Calculating the history per trade...", end=" ", flush=True)
+	history_per_trade = functions.calc_history_per_trade(trades, yf_data)
+
+	# Configuration dependent execution:
+	if config.update_notion == True:
+
+		# Selects the most current values from the history per trade and overwrites them in the "trades" feteched from notion
+		print("Selecting the most current values...", end=" ", flush=True)
+		trades = functions.select_current_value_per_trade(trades, history_per_trade)
+
+		# Updates the values in the notion database
+		print("Updating the notion trades database", end="", flush=True)
+		functions.push_notion_trades_update(trades)
+
+
+
+	# ------------------------------------------------ #
+	# PART 2: Updating the notion investments database #
+	# ------------------------------------------------ #
+	# Fetches the list of entries in the investment-overview database stored in notion
+	print("Fetching & formating notion investments...", end=" ", flush=True)
+	investments = functions.fetch_format_notion_investments(config.notion_db_id_investments)
+
+	# Calculates & stores a history per ticker AND a total across all tickers indexed by the ticker name
+	print("Calculating history per ticker...", end=" ", flush=True)
+	history_per_ticker = functions.calc_history_per_ticker(history_per_trade, tickers, trades)
+
+	# Configuration dependent execution:
+	if config.update_notion == True:
+		
+		# Selects the most current values from the history per ticker and overwrites them in the "investments" feteched from notion
+		print("Calculating current value per ticker...", end=" ", flush=True)
+		investments = functions.select_current_value_per_ticker(investments, history_per_ticker)
+
+		# Updates the values in the notion database
+		print("Updating the notion ticker database", end="", flush=True)
+		functions.push_notion_investment_update(investments)
+
+
+	# ----------------------------------------- #
+	# PART 3: Calculating Benchmark performance #
+	# ----------------------------------------- #
+	# Configuration dependent execution:
+	if config.calculate_benchmark == True:
+
+		# Creating benchmark trades
+		print("Creating 'benchmark trades'...", end="", flush=True)
+		benchmark_trades = functions.create_benchmark_trades(trades, yf_data)
+
+		# Calculating benchmark trades
+		print("Calculating the history per benchmark-trade...", end=" ", flush=True)
+		history_per_benchmark_trade = functions.calc_history_per_trade(benchmark_trades, yf_data)
+
+		# Calculates & stores a history for the benchmark
+		print("Calculating benchmark-history overall...", end=" ", flush=True)
+		history_benchmark = functions.calc_history_per_ticker(history_per_benchmark_trade, tickers, benchmark_trades)
+
+		# Merging the benchmark_history into the ticker_history
+		print("Merging the benchmark-history into the ticker-history...", end=" ", flush=True)
+		history_per_ticker = functions.merge_histories(history_per_ticker, history_benchmark)
+
+
+
+	# --------------------------------- #
+	# PART 4: Updating the TRMNL Screen #
+	# --------------------------------- #
+	# Configuration dependent execution:
+	if config.update_TRMNL == True:
+
+		# Creates a list containing one date per week
+		print("Creating a list with one entry per week...", end=" ", flush=True)
+		list_filtered_dates = functions.create_list_filtered_dates(trades, config.trmnl_granularity)
+
+		# Filter a weekly snapshot from the history per ticker
+		print("Filtering the history per ticker to weekly values...", end=" ", flush=True)
+		history_per_ticker_filtered = functions.filter_history_by_list(history_per_ticker, list_filtered_dates)
+
+		# Prepare a new TRMNL update
+		print("Constructing a TERMNL update object...", end=" ", flush=True)
+		trmnl_update_object = functions.prep_trmnl_chart_udpate(
+			history_per_ticker_filtered,
+			series_to_show_1="total",
+			data_to_show_1="current_value",
+			series_to_show_2="benchmark",
+			data_to_show_2="current_value"
+		)
+
+		# Push the update to TRMNL
+		print("Updating a TERMNL screen...", end=" ", flush=True)
+		functions.push_trmnl_update_chart(trmnl_update_object, config.trmnl_url_chart_1, config.trmnl_headers)
+
+		# Prepare a new TRMNL update
+		print("Constructing a TERMNL update object...", end=" ", flush=True)
+		trmnl_update_object = functions.prep_trmnl_chart_udpate(
+			history_per_ticker_filtered,
+			series_to_show_1="total",
+			data_to_show_1="current_irr",
+			series_to_show_2="benchmark",
+			data_to_show_2="current_irr"
+		)
+
+		# Push the update to TRMNL
+		print("Updating a TERMNL screen...", end=" ", flush=True)
+		functions.push_trmnl_update_chart(trmnl_update_object, config.trmnl_url_chart_2, config.trmnl_headers)
+
+		# Prepare a new TRMNL update
+		print("Constructing a TERMNL update object...", end=" ", flush=True)
+		trmnl_update_object = functions.prep_trmnl_chart_udpate(
+			history_per_ticker_filtered,
+			series_to_show_1="total",
+			data_to_show_1="total_performanance",
+			series_to_show_2="benchmark",
+			data_to_show_2="total_performanance"
+		)
+
+		# Push the update to TRMNL
+		print("Updating a TERMNL screen...", end=" ", flush=True)
+		functions.push_trmnl_update_chart(trmnl_update_object, config.trmnl_url_chart_3, config.trmnl_headers)
+
+
+
+	# --------------------------- #
+	# PART 5: Cool off and repeat #
+	# --------------------------- #
+	# Clear variables
+	trades = {}
+	yf_data = {}
+	history_per_trade = {}
+	tickers = []
+
+	# Reload config
+	imp.reload(config)
+
+	# Logging
+	print("Completed cycle at: {}".format(functions.datetime.datetime.now()))
+	print("Waiting a few minutes before the next execution")
+	print("---------------------------------------------------------------------------")
+
+	# Wait for api-cooldown
+	functions.time.sleep(config.programm_cooldown_time * 60)