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Calculate the unitised rate of return on a share portfolio.
This is a rough and ready script. It (mostly) does what it is designed to do but there is nothing particularly elegant about it.
Files
ROR.py - The python script which calculates the account performance
MIDD.L.csv - An example file with the performance of an individual share. This information, in the expected format, can be downloaded from yahoo finance.
account-transactions.csv - An example file with the transactions on the account listed
To Do
Move away from hard coded filenames and dates
Automate the maintenance of the account transaction csv file