portfoliodash_1.py

import pandas as pd
from glob import glob
from time import strftime, sleep
import numpy as np
from datetime import datetime
from pandas_datareader import data as pdr
from pandas.tseries.offsets import BDay
import yfinance as yf
yf.pdr_override()

# simple function to make headers nicer
def clean_header(df):
    df.columns = df.columns.str.strip().str.lower().str.replace('.', '').str.replace('(', '').str.replace(')', '').str.replace(' ', '_').str.replace('_/_', '/')

# timestamp for file names
def get_now():
    now = datetime.now().strftime('%Y-%m-%d_%Hh%Mm')
    return now

last_file = glob('../inputs/transactions_all/transactions*.xlsx')[-1] # path to file in the folder
print(last_file[-(len(last_file))+(last_file.rfind('/')+1):])
all_transactions = pd.read_excel(last_file)
all_transactions.date = pd.to_datetime(all_transactions.date, format='%d/%m/%Y')

all_tickers = list(all_transactions['ticker'].unique())
# some tickers may have been delisted. need to blacklist them here
blacklist = ['VSLR', 'HTZ']
filt_tickers = [tick for tick in all_tickers if tick not in blacklist]
print('You traded {} different stocks'.format(len(all_tickers)))

# all transactions without the delisted stocks
final_filtered = all_transactions[~all_transactions.ticker.isin(blacklist)]