From c317a5ba124537c621e136a5bc0a5000dc804151 Mon Sep 17 00:00:00 2001 From: Pascal Date: Sat, 24 May 2025 14:16:32 +0000 Subject: [PATCH] Add README.md from backup --- README.md | 115 ++++++++++++++++++++++++++++++++++++++++++++++++++++++ 1 file changed, 115 insertions(+) create mode 100644 README.md diff --git a/README.md b/README.md new file mode 100644 index 0000000..80a6d44 --- /dev/null +++ b/README.md @@ -0,0 +1,115 @@ +# ETF Dividend Portfolio Builder + +A comprehensive tool for discovering, analyzing, and building dividend-focused ETF portfolios using real-time market data. + +## Features + +- **ETF Discovery & Filtering**: Find ETFs based on yield, category, AUM, and other criteria +- **Portfolio Builder**: Create balanced portfolios with custom allocations +- **DRIP Calculator**: Project growth with dividend reinvestment +- **Economic Comparison**: Compare DRIP vs. No-DRIP strategies with accurate capital recovery calculation +- **Risk Assessment**: AI-powered analysis of NAV and yield erosion risks +- **PDF Reports**: Generate downloadable PDF reports of your portfolio analysis +- **ETF Analyzer**: Detailed analysis of individual ETFs including holdings, sectors, and dividend history +- **CLI Tool**: Command-line interface for managing the ETF Suite applications + +## Requirements + +- Python 3.8+ +- Streamlit +- Financial Modeling Prep API key (paid subscription) +- Pandas, Numpy, Plotly, and other dependencies + +## Setup + +1. Clone the repository +2. Install dependencies: + ``` + pip install -r requirements.txt + ``` +3. Get an API key from [Financial Modeling Prep](https://financialmodelingprep.com/developer/docs/) +4. Create a `.streamlit/secrets.toml` file with your API key: + ``` + fmp_api_key = "YOUR_API_KEY_HERE" + ``` +5. Install the ETF Suite CLI: + ``` + pip install -e . + ``` +6. Run the application using the CLI: + ``` + etf-suite start --component all + ``` + +## ETF Suite CLI + +The ETF Suite CLI provides a convenient way to manage the different components of the ETF Suite from the command line. + +### Installation + +``` +pip install -e . +``` + +### Usage + +``` +# Start the entire ETF Suite (Launcher, Portfolio Builder, Analyzer) +etf-suite start --component all + +# Start just the ETF Analyzer +etf-suite start --component analyzer + +# Start without opening browser automatically +etf-suite start --component launcher --no-browser + +# Start in background mode (daemon) +etf-suite start --component all --background + +# Stop all running ETF Suite components +etf-suite stop + +# Stop a specific component +etf-suite stop --component portfolio_builder + +# Restart all components +etf-suite restart + +# Restart a specific component +etf-suite restart --component analyzer + +# Restart in background mode +etf-suite restart --background + +# Check status of running components +etf-suite status + +# View recent logs +etf-suite logs + +# Update configuration +etf-suite config --key ports.launcher --value 8600 +``` + +## Usage + +1. Set your initial capital amount +2. Use the filters to discover ETFs based on your criteria +3. Add ETFs to your portfolio and adjust allocations +4. Run the analysis to see projections and comparisons +5. Generate a PDF report for your records + +## Data Source + +This application uses the Financial Modeling Prep (FMP) API for real-time ETF data, including: +- ETF listings and details +- Price and dividend history +- Fundamental data + +## License + +MIT License + +## Author + +Pascal \ No newline at end of file