Portfolio overview¶

Reporting date Reference currency Created date
2022-12-30 PLN 2024-03-29
  Invested amount PLN Invested amount Quantity type currency platform quote Amount at date Amount at date PLN
AAPL 382.26 100.00 0.64 Stock USD revolut_stocks 129.93 83.43 365.80
AMZN 767.75 200.00 0.06 Stock USD revolut_stocks 84.00 4.80 21.05
CDR.PL 3860.53 4772.88 27.00 ETF PLN xtb 129.64 3500.28 3500.28
CSPX.UK 7648.93 1903.82 4.00 ETF USD xtb 396.09 1584.36 6946.94
DAXEX.DE 9163.90 16977.65 115.00 ETF EUR xtb 117.40 13501.00 63098.28
GOOGL 691.78 180.00 0.06 Stock USD revolut_stocks 88.23 5.52 24.18
TSLA 374.62 98.00 0.13 Stock USD revolut_stocks 123.18 15.96 69.99
V80A.DE 10307.20 2206.72 73.00 ETF EUR xtb 26.57 1939.25 9063.26
Total 33196.97 83089.79

Invested amount by asset type¶

/home/runner/work/investd/investd/investd/views.py:64: FutureWarning: The default of observed=False is deprecated and will be changed to True in a future version of pandas. Pass observed=False to retain current behavior or observed=True to adopt the future default and silence this warning.
  grouped = df_tx.groupby(col)["amount_ref_currency_signed"].sum()
/home/runner/work/investd/investd/investd/views.py:45: FutureWarning: DataFrame.applymap has been deprecated. Use DataFrame.map instead.
  df = df.applymap(round, ndigits=2)  # type: ignore
PLN %
ETF 30,980.56 93.30
Stock 2,216.41 6.70
Crypto 0.00 0.00
FX 0.00 0.00
Bond 0.00 0.00
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Invested amount by currency¶

/home/runner/work/investd/investd/investd/views.py:77: FutureWarning: The default of observed=False is deprecated and will be changed to True in a future version of pandas. Pass observed=False to retain current behavior or observed=True to adopt the future default and silence this warning.
  df_cur = df_tx.groupby("currency")[
/home/runner/work/investd/investd/investd/views.py:45: FutureWarning: DataFrame.applymap has been deprecated. Use DataFrame.map instead.
  df = df.applymap(round, ndigits=2)  # type: ignore
Original currency PLN %
USD 2,481.82 9,865.34 29.70
EUR 19,184.36 19,471.10 58.70
PLN 4,772.88 3,860.53 11.60
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Invested amount over time¶

/home/runner/work/investd/investd/investd/views.py:104: FutureWarning: 'Y' is deprecated and will be removed in a future version, please use 'YE' instead.
  .groupby(pd.Grouper(key="timestamp", freq=period))
/home/runner/work/investd/investd/investd/views.py:45: FutureWarning: DataFrame.applymap has been deprecated. Use DataFrame.map instead.
  df = df.applymap(round, ndigits=2)  # type: ignore
PLN Cumulated PLN
2022 33,196.97 33,196.97 
/home/runner/work/investd/investd/investd/views.py:104: FutureWarning: 'M' is deprecated and will be removed in a future version, please use 'ME' instead.
  .groupby(pd.Grouper(key="timestamp", freq=period))
/home/runner/work/investd/investd/investd/views.py:45: FutureWarning: DataFrame.applymap has been deprecated. Use DataFrame.map instead.
  df = df.applymap(round, ndigits=2)  # type: ignore
PLN Cumulated PLN
2022-01 8,401.84 8,401.84
2022-02 8,032.11 16,433.95
2022-03 5,060.63 21,494.58
2022-04 7,219.91 28,714.49
2022-05 4,482.48 33,196.97
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