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I took a year to write an app to manage my stock portfolio... Everything from stock selection based on fundamental value analysis to tax loss harvesting and gai
by silexia 5y ago
I took a year to write an app to manage my stock portfolio... Everything from stock selection based on fundamental value analysis to tax loss harvesting and gains capturing. I used the Interactive Brokers API to manage my funds and get data along with a Schwab scraper to sanity check data. I currently track 36,000 stocks from every major market on earth. My portfolio is balanced primarily between Japan, US, Australia, and European markets. I manually blocked China and Russia to due to governmental risks in those countries. I now can just run this program with no supervision. Returns have been 20-40% a year with very low risks as I am looking at companies with very high revenues and profits compared to their market price with no bad years in the last 5-10 years.