Option to add owned shares in config and possibly calculate market value of holdings? about yahoofinance

[iprak]

Sorry this is not intended for portfolio management; that extends into buy/sell/multiple purchases details. But you can use template to create custom sensor.

[imist]

Thanks for you answer. Template sensors would work fine technically but not practically when your dealing with many symbols together with the flex-table-card. I'm trying to bend it a bit by adding extra attributes via customize.yaml and shares works fine but somehow calculations (shares*regularMarketPrice) don't seem to be supported in customize. I might end up forking your component...

[iprak]

Agreed.

I myself was capturing and doing some custom calculations. Plus the fact that my count was dynamically changing due to auto-investment of dividends made it very custom. I opted to do this outside through AppDaemon and some of it available here (StockAggregator).

I also use a combination of auto-entities to decide which stock entities to include in a card and then display additional info via custom-secondary-info which supports templates.