Automating your Stocks Portfolio’s Daily Analysis Report using Python

We live in times when almost everything is automated. People no longer have to do the basic stuff which could be easily done by computers. For example, anyone could write a script to send them reports on their current stocks portfolio status or even suggestions for good stocks to buy.

Algorithmic Trading

“I predict that, because of artificial intelligence and its ability to automate certain tasks that in the past were impossible to automate, not only will we have a much wealthier civilization, but the quality of work will go up very significantly and a higher fraction of people will have callings and careers relative to today.” ~Jeff Bezos, founder of Amazon.

This article demonstrates a simple Python script for automating a daily stock portfolio report. It will be generating a report about your portfolio and emailing it to you. The report will contain information like todays return and top movers.

Automating your Stocks Portfolio Report

We are going to be using Python 3.8 for this guide. For anyone who has little to no experience I recommend reading this article for a quick step by step tutorial on installing it.

Importing Useful Python Libraries

We are also going to be using the following libraries which you could install using Pip (check the article above for more information):

1. Yahoo Finance: For getting stock related data.
2. Pandas: Makes working with big data a lot easier with Python
3. DateTime: For getting and calculating current dates and time.
4. OS and Shutil: Accessing local folders and files on your computer.
5. Smtplib and SSL: For sending emails using Python.

Specifying Each Ticker and its Weight in your Portfolio