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ynab-portfolio-monitor

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Track your securities in YNAB for account types and update your balance automatically. For each configured account, it will update the balance from your broker in YNAB every 6 hours by creating / editing a transaction named "Capital Gains or Losses". On days that exchanges are closed, it will not do anything. The end result is that there will be transaction each day with payee "Capital Gains or Losses" in YNAB for each account you configure, which allows tracking your account balance over time.

It syncs your balance like magic!

alt text

Example docker-compose.yml

The values below are examples only, and show how to configure the Questrade and Bitcoin providers. With these providers, you can configure as many account pairings as you want using environment variables in a continuous series starting from 0 as shown below. Two example Questrade accounts are configured ending in _0 and _1 but a third can be added by adding account numbers/ID with _2. See the respective README.md files inside the provider directories for more details.

version: '3.8'

services:    

  ynab-portfolio-monitor:
    image: registry.deadbeef.codes/ynab-portfolio-monitor:latest
    restart: always
    environment:
      - questrade_refresh_token=4dsO6652dS3cxtcctscd3ds4Df2E0
      - questrade_account_0=51000001 # TFSA
      - questrade_account_1=51000002 # RRSP
      - questrade_ynab_account_0=731af51e-cb40-4d4a-8094-8654e59e11fc # TFSA
      - questrade_ynab_account_1=78e76e45-2fbe-4ab1-84e9-64ba0996d015 # RRSP
      - ynab_budget_id=76566452-67ff-4642-99d1-47d752216fb3
      - ynab_secret=98Q_J655F_TAyGnhCCDS4uqRe4R5654DT2d-ZXdssZ
      - bitcoin_address_0=bc1qg0edu4tr7pza8qsxf576r0eulr2ygt3mhldswg
      - bitcoin_address_1=bc1qeh0dkdqvjyt646657lge0nxqj67z5xa8zxl8q3
      - bitcoin_address_2=bc1qsfsdqvj4443t64dfssfgexsaqj67z44dsjkfkj
      - bitcoin_ynab_account=1f5bec0d-f852-2fbe-bbee-02fa98ded566 # Bitcoin addresses map to single YNAB account
    volumes:
      - /data/ynab-portfolio-monitor-data:/data

Static JSON Providers

If your broker doesn't have a provider available, or if you don't want to connect this application to your brokerage account, there is an offline solution available where you can configure your holdings in local static JSON files - and these only need to be updated if your holdings change such as after a trade has been made, or a stock split.

For more details, see the README.md files located in the provider directories prefixed with "staticjson".