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License: MIT License
This project allows you to download your account records from TD Ameritrade and visualize them locally.
License: MIT License
Checkout the wiki for some screenshots: https://github.com/manishbajpai/kludge/wiki This project allows you to download your account records from TD Ameritrade and visualize them locally. You need to know two things in order to use this project: - Installing python 3 and pip packages - Getting an API key from TD Ameritrade But beyond that, no programming knowledge is required. I created this application because - I want to be able to see all my accounts in one place. - I don't want to login to individual websites every time I need to see the status - I don't want to give my username/passwords to companies like Quicken, Mint etc. - I want all my credentials and files stored locally on my laptop which is fully encrypted Here are the steps to use it. One time actions: 1. Register yourself as a developer with TD Ameritrade. Don't worry, you don't need to do any development work. For this, go to TD Ameritrade developer website (https://developer.tdameritrade.com/) and register yourself. 2. Download this package and install all the dependencies: pip install tda-api atexit datetime json pathlib plotly dash matplotlib pandas 3. Run tda-generate-token.py to get the necessary tokens To update the data 1. Make sure you have correct API_KEY and other paths in updater.sh 2. Run ./updater.sh 3. Follow the instructions on the console, i.e. go to http://127.0.0.1:8050/ to see your account information
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