A simple command line tool to interact with your Finary account.
Finary is a real time portfolio & stocks tracker. It supports precious metal, cryptos, stocks and a lot more. If you don't already have an account, here is a referral link to sign up: https://finary.com/referral/7a49bf74c6d9cb3fca2a
- Provide a command line tool to do a large part of what you can do on Finary website
- Automate some requested features not yet implemented by finary like CSV import/export
- Install requirements.
pip install -r requirements.txt. - Copy paste the
credentials.json.tplfile tocredentials.jsonand file your username and password. - Run
python -m finary_api signin - You are good to go and can explore the API. Run
python -m finary_apifor available commands. - Try
python -m finary_api meorpython -m finary_api investments. - If you get errors about being unauthorized, you need to signin again.
Run ``python -m finary_api` for an up to date version.
Usage:
finary_api signin
finary_api me
finary_api institution_connections
finary_api dashboard net [all | 1w | 1m | ytd | 1y]
finary_api dashboard gross [all | 1w | 1m | ytd | 1y]
finary_api dashboard finary [all | 1w | 1m | ytd | 1y]
finary_api portfolio [all | 1w | 1m | ytd | 1y]
finary_api commodities [all | 1w | 1m | ytd | 1y]
finary_api checking_accounts [all | 1w | 1m | ytd | 1y]
finary_api fonds_euro [all | 1w | 1m | ytd | 1y]
finary_api other_assets [all | 1w | 1m | ytd | 1y]
finary_api saving_accounts [all | 1w | 1m | ytd | 1y]
finary_api real_estates [all | 1w | 1m | ytd | 1y]
finary_api startups
finary_api investments
finary_api cryptos
finary_api cryptos add <code> <quantity> <price> <account_id>
finary_api cryptos update <code> <quantity> <price> <account_id>
finary_api cryptos delete <code> <account_id>
finary_api precious_metals search QUERY
finary_api precious_metals
finary_api precious_metals add <name> <quantity> <price>
finary_api precious_metals delete <commodity_id>
finary_api holdings_accounts [crypto | stocks | <account_name>]
finary_api holdings_accounts add (crypto | stocks) <account_name>
finary_api holdings_accounts add (checking | saving) <account_name> <bank_name> <account_type> <balance>
finary_api holdings_accounts delete <account_id>
finary_api holdings_accounts update <account_id> <account_name> [<account_balance>]
finary_api generic_asset_categories
finary_api generic_assets
finary_api generic_assets add <name> <category> <quantity> <buying_price> <current_price>
finary_api generic_assets update <asset_id> <name> <category> <quantity> <buying_price> <current_price>
finary_api generic_assets delete <asset_id>
finary_api crypto_currency search QUERY
finary_api fiat_currency search QUERY
finary_api institutions search QUERY
finary_api securities search QUERY
finary_api securities
finary_api securities add <code> <quantity> <price> <account_id>
finary_api securities delete <security_id>
finary_api import cryptocom FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
finary_api import crypto_csv FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
finary_api import stocks_csv FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
finary_api import stocks_json FILENAME [(--new=NAME | --edit=account_id | --add=account_id)]
- List crypto accounts, and display id and name
python -m finary_api holdings_accounts crypto | jq '.result[] | {id: .id, name: .name}'
- List investment accounts, and display id and name
python -m finary_api holdings_accounts stocks | jq '.result[] | {id: .id, name: .name}'
- Import a CSV file from crypto.com in a new crypto account on Finary. Replace the filename and the account name
python -m finary_api import cryptocom crypto_transactions_record.csv --new Crypto.com
- Import a generic CSV file (see tests directory for a sample) in a new crypto account on Finary. Replace the filename and the account name.
python -m finary_api import crypto_csv cryptodump.csv --new MyLovelyExchange
- Create a "Compte d'épargne' with a 1000€ balance at BNP Paribas
python -m finary_api holdings_accounts add checking testchecking "BNP Paribas" "Compte d'épargne" 1000
- Print gross wealth
python -m finary_api dashboard gross all | jq '.result["total"]["amount"]'
- See Issues
- Tests 😄
- More typing hints
- CSV export. Use pandas ?
- Write, update, delete for Loans, Real estates, SCPIs are entirely TODO
- Precious metal update
- Interactive command line (it would make automation less fun, but manual use easier)
- Delete responses should be normalized, sometimes we get json back sometimes nothing but the 204 HTTP code.