Is anyone aware of a decent tracking app that can import csv reports that investengine generates?
I’m looking for an app that can just notify me of ex div dates, div estimates and calendar or some sort of past and also future estimates for dividends?
I’ve tried a few but none of them seem to work and if entering data manually because I have auto invest on and regular adding of money it will either be a complete pain and time consuming or within a month start going completely inaccurate.
Any recommendations would be much appreciated as I can’t believe this doesn’t seem to exist.
Thanks but by app I meant an iPhone app or at least a site where you can login and track over time. It doesn’t seem that you can upload a csv file to that site so still manual work?
It literally took me 45 minutes to build so don’t hate on it. It’s a simple demo. But let me know if something like this would help and I show the URL you can use.
Yes, I tried all the dividend tracker apps on the market I could find and none of them effortlessly integrate or load in Invest Engines data without heavy manual manipulation.
I have no idea how many users Invest Engine has but we can’t be the only ones who would find this information useful.
Cool. I’ll get back to you shortly but unfortunately my “real” job decided to create a lot of work for me today so the project is slightly delayed… a day or two … I’ll likely clear the decks and get space to finish it off and let you try it.
The PDF is ran through an OCR to extract the key text.
The ISINs are logically extracted and validated as being correct by hitting the InvestEngine API which gives me the ticker, isin, logo etc…
Now I have the relevant identification data I hit several free (or at least exposed!!!) APIs to pull in the latest dividend details.
That creates a master json file that is read and wrapped in a HTML table to present nicely.
It literally took 45 minutes.
Unfortunately I then noticed it was duplicating some dividends… but you can’t win them all when you hack something together that quickly.
I will publicly show the url shortly but I’ve a few bugs to fix and then work out how the hell I’ll pay for it as the OCR text extraction is actually costing me real £££ as it’s a subscription service I pay for. So at scale it would actually cost me to present tis project to the world… which is my own fault for being so dumb and not initially realising this possible issue!!!
If you need anything built for InvestEngine please let me know. My day rate is pretty reasonable and I’m an utter investing nerd
Yes, I’ve received quite a few messages on the subject.
One snag – my fault - a part of the code relies on a paid api service I use. At scale this would cost me quite a lot. So gotta work out a way either not to allow anyone use it more than once or twice OR I’ve gonna have to charge a small fee somehow… which is rather annoying
It is a bit disappointing that InvestEngine don’t support OpenBanking.
Otherwise I’d recommend GetQuin which happily pulls in Trading212 account info, but IE has to be manually entered transaction-by-transaction.
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