eth-portfolio

Use eth-portfolio to output information about your portfolio in a streamlined, speed-optimized way.

Requirements

• Python 3.9 or higher.
• At least 16GB of RAM.

Prerequisites

• First, you will need to bring your own archive node. This can be one you run yourself, or one from one of the common providers (Tenderly, Alchemy, QuickNode, etc.)
• You must configure a brownie network to use your RPC.
• You will also need an auth token for Etherscan's API. Follow their guide to get your key, and set env var ETHERSCAN_TOKEN with its value.

Installation:

• Make sure you are using Python >= 3.9 and < 3.13. You should start with a fresh virtual environment, and then just...

pip install git+https://github.com/BobTheBuidler/eth-portfolio

Usage:

For basic use, input each of your addresses as environment variables using the following pattern:

PORTFOLIO_ADDRESS_0=0x123...
PORTFOLIO_ADDRESS_1=0x234...
PORTFOLIO_ADDRESS_2=0x345...

Then do...

from eth_portfolio import portfolio
portfolio.eth_balance(block)

>>> {
        0xaddress0: _BalanceItem(balance=1234, usd_value=5678)
        0xaddress1: _BalanceItem(balance=1234, usd_value=5678)
        0xaddress2: _BalanceItem(balance=1234, usd_value=5678)
    }

Getting token transfers:

from eth_portfolio import portfolio
token_transfers = portfolio.token_transfers.get(start_block, end_block)
token_transfers.df()

>>> {
        0xaddress0: AddressTokenTransfersLedger(...)  # Each of these contains the token transfers for the specified address
        0xaddress1: AddressTokenTransfersLedger(...)
        0xaddress2: AddressTokenTransfersLedger(...)
    }

Getting transactions as a DataFrame:

from eth_portfolio import portfolio
txs = portfolio.transactions.get(start_block, end_block)
txs.df()

>>> [I am a pretend DataFrame]

Getting assets:

from eth_portfolio import portfolio
portfolio.describe(start_block, end_block)

>>>  {
        'assets': {
            'wallet0_address': {
                'token0': {
                    'amount': 123,
                    'value usd: 456,
                },
                'token1': {
                    'amount': 123,
                    'value usd: 456,
                },
            },
            'wallet0_address': {
                'token0': {
                    'amount': 123,
                    'value usd: 456,
                },
                'token1': {
                    'amount': 123,
                    'value usd: 456,
                },
            },
        },
        'debt': {
            'wallet0_address': {
                'token0': {
                    'amount': 123,
                    'value usd: 456,
                },
                'token1': {
                    'amount': 123,
                    'value usd: 456,
                },
            },
            'wallet1_address': {
                'token0': {
                    'amount': 123,
                    'value usd: 456,
                },
                'token1': {
                    'amount': 123,
                    'value usd: 456,
                },
            },
        },
    }

Getting net worth:

from eth_portfolio import portfolio
desc = portfolio.describe(block)
assets = desc['assets']     # OR you can do `assets = portfolio.assets(block)`
debt = desc['debt']         # OR you can do `debt = portfolio.debt(block)`
assets = sum(assets.values())
debt = sum(debt.values())
net = assets - debt
net.sum_usd()

>>> Decimal("123456.78900")

Advanced:

You also have more granular control available using the Portfolio object:

from eth_portfolio import Portfolio
port = Portfolio([0xaddress0, 0xaddress1, 0xaddress2])
port.describe(chain.height)

# Or for async code
async_port = Portfolio([0xaddress0, 0xaddress1, 0xaddress2], asynchronous=True)
await port.describe(chain.height)