Dashboard for investment portfolio

A friend asked me to build a dashboard for his portfolio. At the level of algorithm, this is an easy task, and that means “vibe coding” may have a big advantage. The calculation is simple. First, fetching data from Yahoo finance, which is yfinance in this case, and delivering selected tickers into local file. Second, considering the amount of those tickers and calculate the total value of the portfolio. Third, with given currency exchange rate, converting the value into specific currency. The whole process is fully automated and with “no click”.

After some tests and trails, a simple tool that shows live value of his portfolio is completed. The only thing he needs to do is to open a “.bat” file and the code will do the rest.  As predicted, such a task at this scale can be dealt with AI-enhanced coding tools.  It was a nice experience and cooperation for me.