README.md

fibot - financial robot

fibot is a python scrapper used to get information on mutual funds for www.fundlog.fr, a portfolio management app. Values are saved to fundlog database

Database also contains financial source website urls, in source table

Connecting to financial information websites

Scraping

Function find_code_by_isin() is used to get internal source id

Scraping parameters are defined in the scraping table

APIs

File fibot_api.py with two functions:

• get_historical_values() for Morningstar historical values
• get_currencies() for Openrates currencies

Updating funds

File fibot_update.py

update financial data in "fin_info" by scraping sites in "source"

Updating funds historical values

File fibot_hist.py

update historical tables fund_hist

Install

environment

Create a fibot folder and an environment 'fibot'

python3 -m venv fibot_env
source fibot_env/bin/activate

database

Set database parameters in file config.py

cron

daily

fibot_currencies.py

fibot_update.py

monthly

fibot_hist.py

TODO: log cleaning