FinTracker

FinTracker is a personal project for tracking and managing swing trades. It is built in C++ and Python, and designed to run on a home server. It automates data collection, signal generation, backtesting, position tracking, and alerting, with access and control available via Telegram and HTML dashboards.

---

Features

• Live Data Collection
  Periodically fetches real-time stock data from the Twelve Data API.

• Indicator Computation & Signal Generation
  Calculates technical indicators (e.g. EMA, RSI) and generates buy/sell signals.

• Backtesting & Signal Weighting
  Evaluates signals using historical performance, computing win rates, average returns, and drawdowns.

• Position & Risk Management
  Tracks open positions and stop-loss levels, updating in real-time.

• HTML Dashboard
  Generates interactive HTML pages using Plotly, viewable from any browser. Output is saved in the page/ directory (main file: page/index.html).

• Telegram Bot Control
  Enables command-based interaction through a personal Telegram bot @fintracker1_bot, including:

  • Adding or closing trades (/buy, /sell)
  • Viewing signal status, positions, recent trades, and earnings info
  • Generating charts

• Trade Import
  Imports and processes raw trade data from Trading212 exports using scripts/clean_trades.py

---

Personal Usage Notes

• This project is solely developed for personal use and tailored to my trading preferences.
• It is primarily designed for long-only swing trading with a typical holding period of 2 to 10 days.
• Many aspects are hardcoded and not intended for general-purpose use without modification.

---

Repository Layout

fintracker/
├── CMakeLists.txt
├── data/
│   ├── index.css, trades.css, index.js, trades.js
│   ├── index.html, trades.html
│   ├── tickers.csv          # Tracked symbols
│   ├── positions.csv        # Trade history
│   └── trades_exported/     # Raw Trading212 exports
├── include/                 # Header files
├── scripts/                 # Python tools for plotting and processing
├── src/                     # C++ source files
├── page/                    # Generated HTML output
└── README.md

---

Build Instructions

Requirements

• CMake 3.15+
• A C++ compiler with C++20 or higher (note: CMAKE_CXX_STANDARD is currently set to 26)
• Python 3.8+
• Python packages: requests, pandas, plotly, python-telegram-bot
• Required environment variables:
  • TD_API_KEY_1, TD_API_KEY_2, TD_API_KEY_3
  • TG_TOKEN, TG_CHAT_ID, TG_USER

Build

git clone https://github.com/AnglyPascal/fintracker.git
cd fintracker
mkdir build && cd build
cmake ..
make

Run

./fin [options]

---

Command-Line Options

• -d, --debug: Enable debug output
• -t, --disable-tg: Disable Telegram bot updates
• -r, --replay: Enable replaying mode
• -p, --disable-plot: Disable plotting
• -c, --continuous: Enable continuous replaying

---

Configuration

Configuration is primarily hardcoded. Some data is read from CSV files:

• data/tickers.csv: List of tracked symbols, e.g.:

  add,symbol,priority,sector
  +,AAPL,1,technology (consumer electronics)
  +,ABT,2,healthcare (medical devices & services)
  

• data/positions.csv: Trade history, e.g.:

  Time,Ticker,Action,Qty,Price,Total
  2025-06-26 12:28:36,AMD,BUY,1,100,100
  2025-06-26 12:41:35,TSLA,SELL,1,100,100
  

Use scripts/clean_trades.py to process Trading212 exports into a consolidated positions.csv file.

---

Telegram Bot Commands

Interact with the system remotely via the Telegram bot @fintracker1_bot:

• /buy SYMBOL QTY PRICE — Buy stock
• /sell SYMBOL QTY PRICE — Sell stock
• /status SYMBOL — Get indicator/signal status for a symbol
• /positions — List all open positions
• /trades [SYMBOL] [SINCE] — List trades (optionally filtered)
• /plot SYMBOL — Generate a Plotly chart

---

Development Notes

• Builds a header (include/_html_template.h) from the HTML/JS/CSS files in data/ using scripts/embed_str.py
• Environment variables must be exported manually before cmake configuration

---

License

This project is released under the MIT License. See LICENSE for details.