Documentation of the Capital Analyzer

User Guide

• 1. Introduction
  • 1.1. Performance of Shares
  • 1.2. Capital Estimator
    • 1.2.1. Historical Total Values
    • 1.2.2. Reference Configurations
  • 1.3. Distribution of Shares
  • 1.4. Relative and Absolute Gain
  • 1.5. Personal Index
  • 1.6. Best and Worst Days
  • 1.7. Global Share Data
• 2. Changelog
  • 2.1. Version 1.1.0
• 3. Installation
  • 3.1. Installation into Environment
  • 3.2. Usage without Installation
• 4. Tutorial
  • 4.1. Demo Configuration
  • 4.2. Preparation
  • 4.3. Prepare Share Data
    • 4.3.1. Create Dictionary Entry
    • 4.3.2. Add Displayname, Color, and Category
    • 4.3.3. Add Download Data
  • 4.4. Download Share Data
  • 4.5. Create File with all Trades and Dividends
  • 4.6. Create Main File
    • 4.6.1. Basic Parameters
    • 4.6.2. Get Data
    • 4.6.3. Grouping for Comparison to Reference Configurations
    • 4.6.4. Grouping for the Personal Index
    • 4.6.5. Define Reference Configurations
    • 4.6.6. Define Groups for Relative and Absolute Share Amounts
    • 4.6.7. Create Configuration Dictionary
    • 4.6.8. Run Analysis
  • 4.7. Final files
    • 4.7.1. main_downloader.py
    • 4.7.2. my_main.py
    • 4.7.3. share_data.py
    • 4.7.4. trades.py
  • 4.8. Next Steps
    • 4.8.1. Look at the demo configuration
    • 4.8.2. Create your own configuration
    • 4.8.3. Register Splits
• 5. Contact

Programmer Guide

• 1. Module Description
  • 1.1. capital_analyzer.analyze_trades.py
  • 1.2. capital_analyzer.download_data.py
  • 1.3. capital_analyzer.my_func.py
  • 1.4. capital_analyzer.my_prop.py

Indices and tables

• Index

• Module Index

• Search Page