marwanh7 / personal_finance

This repository is dedicated to Personal Finance. The aim is to create reusable templates to help track and manage personal finances.

• Trading
• Investments
• Assets & Liabilites
• Budgeting

Tracking Trades

Done

• Trade Journal Tracking simple performance metrics such as:

  • Win Rate (ideally 50-70%)
  • Average Win/Loss
  • Average Reward/Risk Ratio (ideally 2:1 +)

• Input is throught an excel spreadsheet (manually entered before each trade) and has the following columns

  • Date
  • Long/Short
  • Win/Loss
  • Symbol
  • Entry
  • Exit
  • Stop Loss
  • T1 T2 T3
  • Win Amount
  • Loss Amount
  • Notes
  • Screenshot of the setup

In progress

• API requests from brokers directly for column entries instead of entering manually
• Interactive Dashboard using dash or plotly
• Add more performance metrics