Download and Manage the Prices of Stocks in a Portfolio

[jeffgoot]

As a fund manager,

• I want the end-of-day prices of stocks within a portfolio, so that I can calculate the net asset value (NAV) of the portfolio on a daily basis.
• I want the prices of stocks within a portfolio (stock ticker symbols) to be for a specific date so that I can get historical data for NAV calculation.
• I want the prices of stocks to be saved in a file (CSV), and partitioned by month so that I can use the data for analysis using Excel and/or Python.

Preliminary Research:

• APIs available
  • https://pythonrepo.com/repo/ranaroussi-yfinance-python-finance
  • https://rjunaidraza.medium.com/yahoo-finance-api-to-get-stocks-tickers-data-in-python-c49820249a18
  • https://www.learnpythonwithrune.org/read-historical-prices-from-yahoo-finance-with-python/
• Additional Stock Information
  • TBD

Structure and Approach:

• @jeffgoot to set up the classes and initial unit tests.
• @JasonGoot to implement a few functions that work with remote APIs, storing and retrieving data to a CSV file, and implementing edge cases.

[jeffgoot]

@JasonGoot , once you've implemented problems 1-20, we will do the above project. The code will be incorporated in our household investment portfolio management software that I built last year. Although you do not have access to that repo, the code/class that we end up implementing here will be copied over to that other report.

The description of the feature is in user story format which is what most software engineering teams use to capture requirements for the app users. Watch the below video for an overview of user stories:

https://www.youtube.com/watch?v=apOvF9NVguA&ab_channel=MarkShead