Metadata-Version: 2.4
Name: portfolio-risk-tracker
Version: 0.2.0
Summary: Terminal dashboard for portfolio risk metrics — beta, Sharpe, VaR, drawdown, alpha & more. Multi-provider market data + Plaid brokerage sync.
License: MIT
Project-URL: Bug Tracker, https://github.com/YOUR_USERNAME/portfolio-risk-tracker/issues
Keywords: finance,portfolio,risk,terminal,dashboard,stocks
Classifier: Development Status :: 4 - Beta
Classifier: Environment :: Console
Classifier: Intended Audience :: Financial and Insurance Industry
Classifier: Intended Audience :: End Users/Desktop
Classifier: License :: OSI Approved :: MIT License
Classifier: Programming Language :: Python :: 3
Classifier: Programming Language :: Python :: 3.9
Classifier: Programming Language :: Python :: 3.10
Classifier: Programming Language :: Python :: 3.11
Classifier: Programming Language :: Python :: 3.12
Classifier: Topic :: Office/Business :: Financial :: Investment
Requires-Python: >=3.9
Description-Content-Type: text/markdown
License-File: LICENSE
Requires-Dist: rich>=13.0.0
Requires-Dist: yfinance>=0.2.40
Requires-Dist: pandas>=2.0.0
Requires-Dist: numpy>=1.24.0
Requires-Dist: requests>=2.28.0
Requires-Dist: plaid-python>=20.0.0
Dynamic: license-file

# Portfolio Risk Metrics Tracker

A terminal-based portfolio risk dashboard built with [Rich](https://github.com/Textualize/rich).

## Install

```bash
pip install portfolio-risk-tracker
```

## Usage

```bash
# Add positions
portfolio-tracker add AAPL 50 172.50
portfolio-tracker add MSFT 20 415.00

# Import from a Merrill Lynch CSV export
portfolio-tracker import-csv ~/Downloads/holdings.csv

# Full risk dashboard
portfolio-tracker dashboard

# Export to PDF
portfolio-tracker export --format pdf

# Other commands
portfolio-tracker list
portfolio-tracker remove AAPL
portfolio-tracker set-benchmark QQQ
portfolio-tracker set-risk-free 0.045
```

## Metrics

| Metric | Description |
|---|---|
| Beta | Portfolio sensitivity to the benchmark |
| Sharpe Ratio | Risk-adjusted return (annualised) |
| Sortino Ratio | Sharpe using only downside deviation |
| Alpha | Excess return above CAPM prediction |
| Information Ratio | Active return per unit of tracking error |
| Tracking Error | Annualised std dev of active returns |
| VaR 95% | Daily loss not exceeded 95% of the time |
| Max Drawdown | Largest peak-to-trough decline |

## Data

Holdings are stored in `~/.portfolio_tracker/holdings.json`. Market data is fetched live from Yahoo Finance.

## Requirements

Python 3.9+
