R codes to keep database updated and some tools for portfolio analysis. Codes in this repository work only, if the database is correctly set up (table and column names ect.) and if your data is therefore in a correct form.
In order for these codes to work, set up a MySQL database (here it is called 'stock'), which includes four tables: 'company', 'deposit', 'finance' and 'transactions'.
For example, the table 'company' has 5 columns (all type VARCHAR): Ticker, Country, Sector, Product and Type
The rest of the tables' inputs can be checked from the StockMySQL.R file, in which it should be pretty intuitive to pair required column names to tables.
In the SQL server we should also have a view called 'summary'. SQL code for this view can be founded from the .txt file which is in the portfolio folder as well. This view is updated when it is called from the 'GetPorfolio.R' file, so make sure that this view is available in MySQL.
An image of how the MySQL database should look like with the required tables and a view.
App.R is the file, where it is possible to run the code and open the UI. At this point, make sure that you have installed all the required packages, but also saved the necessary variables to the global environment (e.g. country.names and sector.names) in order for 'StockMySQL.R' to use them. If everything is correctly set up and the app.R file is run, then this interface should pop up (keep in mind, that the table view for you might be empty!):
From the tab view at the top, it is possible to change the viewed table. All the updates should now affect the database as well so keep an eye on that!