Add README.md from backup
This commit is contained in:
parent
efc865c2da
commit
c317a5ba12
115
README.md
Normal file
115
README.md
Normal file
@ -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
|
||||||
Loading…
Reference in New Issue
Block a user