Investment Portfolio Tracker
Overview of the Plugin
The Investment Portfolio Tracker is an Elementor-integrated WordPress plugin designed for tracking and visualizing investment portfolios. It enables users to manage holdings, monitor price histories, update via APIs like Alpha Vantage, and generate dynamic charts and tables through Elementor widgets. Key features include real-time price fetching (with simulation fallback), FX rate handling, portfolio value calculations, and secure backup/restore options. This plugin simplifies investment oversight by combining admin tools for data management with frontend Elementor components for customizable displays. Its lightweight performance allow the plugin to run seamlessly on low-end systems like a Synology NAS.
Admin Panel Submenus
The plugin’s admin panel, accessible via the WordPress dashboard under “Portfolio Tracker,” provides comprehensive tools for managing portfolios. Below are the submenus and their features:
- Portfolio Tracker (Main Page): The primary interface for adding and viewing holdings. Users can submit new investments via a form (with fields for symbol lookup, name, shares, price, date, currency, and portfolio). It includes real-time validation and symbol search integration. Current holdings are displayed in tables grouped by portfolio, showing aggregated shares and average prices.
- API Settings: Configures integration with external APIs for price data. Users set the Alpha Vantage API key, select API tier (free or premium), and define update intervals (hourly, twice daily, or daily) with a specific UTC hour for daily runs. It displays daily API call counts and includes buttons for manual price updates, FX rate updates, and data simulation (for testing without API calls).
- Tables: Displays and manages portfolio values and price history in tabular formats. Users can select display currency (USD/EUR/both) and set a price history threshold percentage. Portfolio values are shown per portfolio with breakdowns by symbols, including buy values, gains, and percentages. Price history tables list daily prices for symbols and FX rates (e.g., EUR/USD). Features buttons to clear history, recalculate values, and fetch specific symbol/FX data manually.
- Transactions: Focuses on all portfolio transactions, including buys, sells, deposits, and withdrawals. Includes a sell form with portfolio/symbol selection, price, date, shares (with max validation), and option to add proceeds to cash. Transactions are listed in editable/deletable tables per portfolio, showing details like shares, price, type (buy/sell/deposit/withdrawal), and status (e.g., withdrawn/to cash). Supports modal-based editing for quick updates.
- Backup & Restore: Handles data export and import for security and migration. Users can download JSON backups for API data (prices/FX rates), transactions/portfolios, and computed values. Import forms allow uploading these JSON files, with automatic truncation and insertion while filtering irrelevant historical data based on holdings. Success/error notices appear post-import, ensuring reliable data management.
Elementor Widgets and Features
The plugin extends Elementor with custom widgets for interactive portfolio visualization. These widgets fetch data via AJAX and support responsive designs. Below are the widgets and their key features:
- Portfolio Summary Table: Summarizes current portfolio stats in a table. Controls: Column selection (invested, value, equities, percentage), portfolio repeater for ordering. Frontend: Static table with formatted numbers/percentages; auto-fetches latest data, color-codes gains (positive/negative).
| Portfolio | Total Invested (€) | Current Value (€) | Number of Equities | Percentage Gain (%) |
|---|
- Portfolio Comparison: Compares multiple portfolios in a line chart. Controls: Select portfolios via repeater, default currency (USD/EUR), chart type (value/gain/percentage), height, zero-line styling. Frontend: Dropdowns for currency/type; chart shows historical data with tooltips (e.g., formatted values/percentages). Supports stacking and dynamic updates.
- Portfolio Pie Chart: Visualizes portfolio composition by symbols in pie charts. Controls: Portfolio repeater, currency, show details on hover (shares/value), pie size, grid columns/spacing. Frontend: Multi-pie grid (one per portfolio) with date slider; tooltips show shares/values; dynamic colors and no-data handling.
Wolf (simul)
Portfolio Symbol Stacked: Stacks symbol values/gains in a line/area chart per portfolio. Controls: Portfolio repeater, default currency/type, height, zero-line styling. Frontend: Dropdowns for portfolio/currency/type/stacking (date/gain/percentage); interactive legend/tooltips with formatted values.