PyFolio Core

PyFolio Core is a robust, open-source financial portfolio tracking engine built with Python. Designed as a backend kernel, it fetches real-time asset data from public APIs and stores it locally.

It is built with Clean Architecture principles to serve as a foundation for future GUI (PySide) or Web applications.

Features

• Clean Architecture: Built with SOLID principles (Interface segregation, Separation of concerns).
• Dual Engine:
  • Stocks: Fetches daily closing prices from TradingView (via tvdatafeed).
  • Funds: Fetches daily fund prices from TEFAS (via tefas-crawler).
• Privacy First: All data is stored in a local SQLite database (/data folder).
• Modular Design: Interface-based architecture allowing easy swap of data providers.
• Type Safe: Uses Enums and Type Hinting for reliability.
• Zero-Scraping: Uses public APIs instead of HTML scraping for stability and compliance.

Roadmap

• Core: Basic asset tracking & price updating.
• History: Daily closing price logging (Time Series data).
• Analytics: ROI, volatility, and distribution charts.
• UI: Desktop GUI development with PySide6/Qt.

Architecture

The project follows a modular structure:

• core/: Contains the business logic and data fetchers (StockService, FundService).
• database/: Handles SQLite connections and schema migrations.
• ui/: (Planned) User Interface layer.

Installation

1. Clone & Install:

   git clone https://github.com/DeponesLabs/PyFolio-Core.git
   pip install -r requirements.txt

2. Initialize Database: The system will automatically generate data/portfolio.db on the first run.

3. Run:

   python main.py

⚠️ Legal Disclaimer

This project is for educational purposes only.

• The data is retrieved from public third-party libraries (tvdatafeed, tefas-crawler).
• The developer is not responsible for any financial losses or data inaccuracies.
• Use this tool responsibly and in accordance with the data providers' terms of service.