portfolio-monitor

To track profit and loss across multiple stock and cryptocurrency holdings, you configure your assets and cost basis in a local YAML or JSON file, and the script fetches real-time prices via yfinance to compute per-position and total portfolio value.

To get price movement alerts for your portfolio holdings, you set a percentage threshold in your configuration file, and the monitoring script flags any positions that move beyond that default 5% boundary in its snapshot report.

Yes, you can calculate cost basis and market value for stocks and crypto held in different currencies like USD and HKD by defining them in your local settings file, which allows the script to compute overall profit and loss across the multi-asset portfolio.

To fetch real-time market prices for your local investment portfolio configuration, the script uses the yfinance Python library to retrieve current asset values and writes a portfolio state snapshot to local storage for your analysis.

Yes, yfinance supports retrieving real-time market prices for both traditional stocks and cryptocurrency, allowing you to calculate current market value and profit metrics for a mixed-asset investment portfolio within a single tracking workflow.

A limitation of using a YAML configuration file for portfolio monitoring is that you must manually maintain your holdings and settings data, meaning the script only processes static local inputs rather than syncing directly with live brokerage accounts.