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portfolio_analytics_js: Track Portfolio Performance

Name: portfolio_analytics_js: Track Portfolio Performance
Author: lequant40

Get portfolio insights with portfolio_analytics_js, a JavaScript library for startup founders tracking stock market portfolios.

intermediate⏱ 30 minutes💵 Free

60 stars16 forksJavaScriptQuality 9/10Updated 6/21/2017100% free · open source

What it is

Use portfolio_analytics_js to track your stock market portfolio's performance.

What you can make with it

Automations like tracking your portfolio's daily value and sending updates to Google Sheets.

How it helps

Save time by automating routine portfolio tracking tasks and gain insights to inform your investment decisions.

Real use case example

"A founder, Joe, wants to stay on top of his portfolio's daily value. He uses portfolio_analytics_js to track his stocks and sends the updates to his Google Sheets dashboard. After a week, he can easily see his portfolio's value and make data-driven decisions."

If you're new

Use this when you're new to JavaScript and want to learn about tracking stock market portfolios.

If you're senior

Reach for this when you need to automate repetitive stock market portfolio tracking tasks and want a reliable, open-source solution.

Common confusion cleared up

Don't confuse this skill with other trading analysis tools, as it's specifically designed for JavaScript developers to automate portfolio tracking tasks.

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Pairs with

Google Sheets

Why we list it on WorkflowStacks: It's a free and open-source JavaScript library specifically designed for startup founders.

What it does

Portfolio_analytics_js is a JavaScript library that helps startup founders track and measure the performance of their stock market portfolios.

Install / run

npm install portfolio_analytics_js

When to use it

•You need to monitor the daily performance of your stock portfolio
•You want to calculate the returns on investment for your portfolio
•You need to visualize the portfolio's historical performance

Quick start

1Import the library in your JavaScript file: const portfolioAnalytics = require('portfolio_analytics_js')
2Create a new portfolio instance: const portfolio = new portfolioAnalytics.Portfolio()
3Add stocks to the portfolio using the addStock method: portfolio.addStock('AAPL', 100)
4Calculate the portfolio's returns using the calculateReturns method: portfolio.calculateReturns()
5Visualize the portfolio's performance using a library like Chart.js: const chart = new Chart(ctx, { type: 'line', data: portfolio.getHistoricalData() }}

Ready-to-paste prompt

const portfolio = new portfolioAnalytics.Portfolio(); portfolio.addStock('GOOG', 50); portfolio.addStock('MSFT', 200); console.log(portfolio.calculateReturns());

Heads up: Make sure you have Node.js version 14 or higher installed, as portfolio_analytics_js uses modern JavaScript features that may not be compatible with older versions.

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