Smiggles
Honorary Master
Worked great this morning for me.
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Question of the Day: What is your preferred Chinese car brand?
Easy Equities good or bad?
- Thread starter lagoaty
- Start date
Sir Bob
Expert Member
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- Nov 5, 2013
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Back up
Digilus
Senior Member
One of my pet peeves with EE is the reporting and the way data is presented in their UI. The monthly statement PDFs are useful but not very "consumable". So I put together a glorified data tracker. It ingests the monthly statements (can start with a batch), it decrypts the PDFs, parses it , throws it into a local SQL lite DB - and then presents the data slightly more visually. Basically a glorified excel sheet with a various data views. It shows break downs of holdings, share prices , dividends paid out , purchases, sales etc.
So, if anyone wants to give it a shot as a tester or user, let me know (DM is fine) - or if I should move this to a thread in the software section, also shout and I'll ask a mod to do that. It's all local, so no data shared, no hosted services etc.
ps. these are fake values - just generated against test data. Currently this is for USD based for that portfolio. I still need to add a ZAR / USD / etc. split for different denominated portfolios.
p.p.s. yes there is dark mode!
So, if anyone wants to give it a shot as a tester or user, let me know (DM is fine) - or if I should move this to a thread in the software section, also shout and I'll ask a mod to do that. It's all local, so no data shared, no hosted services etc.
ps. these are fake values - just generated against test data. Currently this is for USD based for that portfolio. I still need to add a ZAR / USD / etc. split for different denominated portfolios.
p.p.s. yes there is dark mode!
