Stock portfolio analysis

This mini project enables:

• track realtime results of your stock portfolio
• track historic results of your stock portfolio

Instructions

• Install the following R libraries.

  install.packages("tidyverse")
  install.packages("readxl")
  install.packages("lubridate")
  install.packages("googledrive")
  install.packages("tidyquant")
  

• Copy and fill the blue cells in the template spreadsheet with your current positions. The spreadsheet uses GoogleFinance functions to update quotations with a 20-minute delay.

• Update the code with the Google Drive ID of your spreadsheet.

  my_spreadsheet = "1H7APdQhZKSnUgFOefXTshJa1AwwW_H7eY3Tg4dgo-ts"
  

• Run script, which will automatically:

  • connect to your Google Drive account (OAuth) and download the spreadsheet to local folder.
  • download daily quotations for each ticker from tidyquant.
  • generate charts.

• If you buy or sell, update the spreadsheet and run the script again.

Sample Charts