pyPortfolioValuation-Sample

# Portfolio Valuation Sample Script
# Mike Kerry

market = {"TSLA": 662, "GOOG": 2053, "AAPL": 152, "FB": 291, "NFLX": 535, "BTC": 24000}
market21 = {"TSLA": 985, "GOOG": 2965, "AAPL": 180, "FB": 340, "NFLX": 595, "BTC": 48000}

positions = {"FB": 15, "GOOG": 5, "TSLA": 9, "AAPL": 45, "NFLX": 12, "BTC": 0.1}

newdict = {}

totval1 = 0
totval2 = 0
print("\n Stock      Position   Unit Price   Valuation      % of     Unit Price    \
Valuation      % of     Appreciation %")
print(" Code                     2020        2020      Portfolio      2021         \
2021      Portfolio       21/20 \n")
for name, qty in positions.items():
    p1 = market[name]
    p2 = market21[name]
    v1 = qty * p1
    v2 = qty * p2
    appr = (v2 - v1) * 100 / v1
    totval1 += v1
    totval2 += v2

    newdict[name] = (qty, p1, v1, 0.0, p2, v2, 0.0, appr, )

for name in newdict.keys():
    qty, p1, v1, pc1, p2, v2, pc2, appr = newdict[name]
    pc1 = v1 * 100 / totval1
    pc2 = v2 * 100 / totval2
    newdict[name] = (qty, p1, v1, pc1, p2, v2, pc2, appr)

    print(f" {name :6}  {qty : 9}   {p1 :9} {v1:12.0f}  {pc1 :9.0f} \
{p2:12} {v2:12.0f} {pc2: 11.0f} {appr :15.2f}" )

print()
print(f" TOTALS        {totval1 :28.0f}      {totval2 :31.0f}   \
{(totval2 - totval1) * 100 / totval1: 25.2f}")