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Finance

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Description

Reports Annual returns from transactions file

Prerequisite

  • Python 3.8
  • S3 bucket
  • CSV File for transactions formatted like:
Ticker Date Price Quantity Commission
VUS.TO 2012-05-16 33.36 100 6.99
XIC.TO 2014-07-13 20.06 50 6.99
AC.TO 2020-11-24 23.17 200 6.99

Configuration

  • Edit config.py file to specify
    • Transaction file (transactions_file)
    • S3 bucket name (bucket_name)
    • Annual returns file (annual_returns_file)

Outcome

  • Txt file with Annual returns (annual_returns_file)
  • Log file (logs_file)

Local execution procedure

  • Run python3 finance.py