Portfolio123 Screen Utility

This utility allows for automatically downloading running and downloading screens from portfolio123.com

By default it retrieves the sets of screens to run for the day from the config.yml file provided. It will attempt to merge those files together as a single csv.

Screens are defined in sets in the config file. It is assumed that if 2 screens are a part of the same set, then they contain the same tickers and sorted identically. When the screens in the set are merged, their rows are merged together Screens contained in a different set is placed in the rows below the first set of screens.

Prerequisites

Download GoLang: https://golang.org/dl/

(macOS) Download Homebrew:

• Copy following in terminal and run:

/usr/bin/ruby -e "$(curl -fsSL https://raw.githubusercontent.com/Homebrew/install/master/install)"

(macOS) Download Selenium:

• brew install selenium-server-standalone

Clone Repo

git clone https://github.com/tbouvin/p123-screen-get.git

Build config

Copy config from config/examples to resources/local/config.yml

Replace file paths, username, password, secondary password

If running Windows, replace selenium command/arguments

Run

cd p123-screen-get

go run cmd/main.go

Help

go run cmd/main.go --help

examples:

Only download

go run cmd/main.go -convertfiles=false -mergefile=false

Only merge

go run cmd/main.go -getscreens=false -mergefile=false