README.md

In akprasadan/scrape_vanguard_transactions: Process Vanguard's Transaction History

scrape_vanguard_transactions

This project cleans the exported transaction history data from Vanguard for data analysis.

Why is this useful?

Tracking the history of your portfolio's total balance and cost basis requires a record of every transaction ever made. Only tracking the current balance and cost basis means historical comparison is impossible without simply backtesting your current allocation. But keeping manual records is time consuming, so Vanguard provides an exported .csv file of the transaction data.

Unfortunately, this exported file is not in a tidy format and includes redundant data. Moreover, it does not keep track of the actual balance on any given day, i.e., how many shares of each company are held and at what cost basis.

I've written code to first clean the exported data, calculate the balance history at each date, and also generate data and plots to analyze the performance of the portfolio over time. This will make comparing your performance to a market benchmark like the S&P 500 much easier.

akprasadan/scrape_vanguard_transactions documentation built on Feb. 21, 2022, 12:04 a.m.