Asset classification tool

This is a tool built on top of personal stock ticker. It uses the same broker APIs to fetch data for every position in a portfolio at regular intervals.

Features

• Set a category for every position and keep track of your aggregated portfolio broken by categories. When a new position is detected, it's put under "unclassified" category and can be easily put into a pre-defined category via UI.
• Track options positions via delta exposure which can be easily merged with stock exposure to get an aggregated view. It also shows more analytics like maximum theoretical delta exposure, 30 day theta decay.
• Hedges is a special category which is generally made of far OOM options where you constantly bleed theta decay until something big happens. Additional statistics are provided for this category to track it relative to portfolio.
• By default the tool only shows relative percentage values, but can be easily configured to track absolute values.

Questions?

I haven't open sourced the code behind the tool yet, if you are interested in learning more or building something similar for yourself feel free to reach out at akshay@infiloop.io