pp-portfolio-classifier 0.0.8 → 0.0.9
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/docs/img/autoclassified-stock-style.png +0 -0
- package/package.json +1 -1
- package/readme.md +11 -6
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package/package.json
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package/readme.md
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# Portfolio Performance Classifier (TypeScript)
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[](https://github.com/rylorin/pp-portfolio-classifier/actions/workflows/npm-publish.yml)
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This project is an automation tool for [Portfolio Performance](https://www.portfolio-performance.info/). It automatically classifies your securities (Funds, ETFs, Stocks) by retrieving data from Morningstar.
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It is a **TypeScript** adaptation and rewrite of the Python project [Alfons1Qto12/pp-portfolio-classifier](https://github.com/Alfons1Qto12/pp-portfolio-classifier), offering strong typing, and more flexible configuration.
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```bash
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npx pp-portfolio-classifier -- <path_to_your_portfolio.xml> [output_path.xml]
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```
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- **Input** - The path to your current Portfolio Performance `.xml` file.
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},
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"taxonomies": {
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"asset_type": {
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"active": true,
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"name": "Classes d’actifs",
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"stockConfig": {
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"value": ["Actions"]
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}
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},
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"country_by_region": { "name": "Zones économiques" },
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"country_by_region": { "active": true, "name": "Zones économiques" },
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"sector": { "active": true },
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"region": {
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"active": false
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### Autoclassified stock-style
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### Autoclassified Regions
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### Autoclassified Sectors
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### List of stocks and holdings from Top 10 of each fund
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## Credits
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