REIT-Portfolio-Tracker

REIT Portfolio Tracker - Manage and Analyze US REIT Investments

Track, analyze and optimize your US Real Estate Investment Trust (REIT) portfolio with this comprehensive desktop application.

ⓘ AI Development Note: This application was developed with the assistance of artificial intelligence tools to enhance code quality, optimize algorithms, and improve user experience.

🏢 REIT Portfolio Management Made Easy

REIT Portfolio Tracker is a powerful Python desktop application that helps investors manage their US REIT investments. The application offers real-time data tracking, performance analytics, dividend yield monitoring, and premium/discount to NAV analysis to support informed investment decisions.

Why REIT Portfolio Tracker?

Complete transaction tracking - Buy, sell and no-cost acquisition management
Automatic data updates - Real-time prices and dividend yields
Dividend growth analysis - 3-year and 5-year CAGR calculations
Income projections - Dividend income forecasting with tax calculations
NAV comparison - Track premium/discount to consensus NAV
Quality scoring - Integration with alreits.com scores

📊 Key Features

Transaction Management: Track buy, sell, and no-cost acquisition transactions with detailed history
Real-time Data: Automatically fetch current prices and dividend yields for US REITs
Portfolio Analytics: Visualize performance, income projections, and sector allocation
NAV Analysis: Track premium/discount compared to Consensus NAV values
Dividend Growth Tracking: Monitor 3-year and 5-year dividend growth CAGR
REIT Quality Score: Fetch quality scores for better investment decisions
Export Capabilities: Generate professional PDF reports and export data to CSV
After-tax Income Calculations: Calculate estimated monthly income after taxes

🚀 Getting Started

Installation Requirements

Python 3.7+
Required packages can be installed via pip:
```
pip install -r requirements.txt
```
See the requirements.txt file for all dependencies.

Quick Start

Clone the repository

git clone https://github.com/akossotchu/REIT-Portfolio-Tracker.git

Install requirements
```
pip install -r requirements.txt
```
Run the application
```
python main.py
```

📱 Screenshots and Features

Portfolio Allocation

Dividend Income Analysis

Portfolio Value Over Time

New Transaction & Transaction History

Net Asset Value Analysis

Split / Reverse Split

🔧 Technical Details

Data Sources

Stock Data: Fetched automatically through the yfinance API
Consensus NAV Values: Entered manually using data from sources like Seeking Alpha’s REIT reports
Quality Scores: Fetched from alreits.com

AI-Assisted Development

This application incorporates several AI-assisted components:

Intelligent sector classification: Automated REIT categorization using natural language processing
Optimized visualization algorithms: Data presentation enhanced through machine learning techniques
Code quality improvements: Structure and performance optimized with AI assistance
UI/UX enhancements: Interface design refined with AI-driven recommendations

Special Features

FIFO Accounting: Calculates average cost basis and profit/loss using First-In-First-Out method
Stock Split Handling: Properly adjusts holdings for stock splits and reverse splits
After-tax Income for International Investors: Calculates estimated monthly income with tax adjustments (default 30% for Brazilian investors, customizable)

PDF Report Generation

The REIT Portfolio Tracker can generate comprehensive PDF reports that provide a detailed analysis of your investment portfolio. These professional-quality reports include:

Complete summary of portfolio value and performance
Detailed holdings breakdown with current prices and metrics
Allocation analysis with visual indicators to identify concentration risks
Dividend growth tracking with 3-year and 5-year CAGR analysis
NAV comparison showing premium/discount to consensus values
After-tax income calculations for international investors

Perfect for record-keeping, sharing with advisors, or reviewing your investment strategy on a regular basis.

Download Sample Report (PDF)

🛠️ Advanced Usage

Compiling to Executable

Create a standalone executable:

pip install pyinstaller
pyinstaller --name="REIT_Portfolio_Tracker" --windowed --icon=icon.ico --add-data="theme.py;." --add-data="split_dialog.py;." --add-data="nav.py;." --add-data="donate_dialog.py;." --add-data="transaction_history.py;." --add-data="data_visualization.py;." --add-data="sector_allocation.py;." --add-data="report_generator.py;." main.py

Project Structure

main.py: Entry point for the application
reit_portfolio_app.py: Main application with UI and program logic
theme.py: Theme constants and styling information
split_dialog.py: Dialog for handling stock splits
nav.py: NAV analysis features
donate_dialog.py: Bitcoin donation dialog
transaction_history.py: Transaction history implementation
data_visualization.py: Portfolio analytics visualization
sector_allocation.py: Sector allocation analytics
report_generator.py: PDF report generation

📈 Future Development

Additional data source integrations
Support for more international markets and tax systems
Enhanced visualization and analytics
Mobile companion app
Cloud synchronization
Further AI integration for predictive analytics and automated portfolio optimization

❓ Troubleshooting

Common Issues

API Rate Limits: If encountering errors with data fetching, wait a few minutes and try again
Missing Data: Some REITs may have incomplete data; manual entry is available
Startup Issues: Verify all dependencies are correctly installed

Need more help? Open an issue on GitHub

💎 Support This Project

If you find this application useful for managing your REIT investments, please consider making a Bitcoin donation to support continued development.

Bitcoin Address:
bc1qxqdxgf7ncc4ekz8ldq5cc5gukpykm6hfhjad0l

Bitcoin Donation QR Code

Your support helps maintain and enhance this tool for all REIT investors

⚠️ Disclaimer

This application is for informational purposes only and is not intended to provide investment advice. Always consult with a qualified financial advisor before making investment decisions.

📄 License

This project is open source and available under the MIT License.

US REIT tracking, REIT portfolio manager, dividend yield monitor, REIT investment tool, real estate investment trust software, REIT analysis application, dividend growth tracker, NAV premium discount calculator, REIT portfolio tracker, Python REIT app, AI-assisted investment tools

View all features and documentation on GitHub