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A simple interface for pooling data from disparate investment accounts.

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overseer

The vendors supported here may use unofficial apis, as some vendors do not supply public apis.

This project is made to have a unified view of any and all investment accounts. This allows users to get a wholistic view over their holdings in with the valuations their brokers use in a convenient way.

Introduction

Overseer provides a simple api that can connect to multiple vendors so getting a clear picture over your holdings can be simple and centralised.

Supported vendors

Vendor Data Extraction
Hargreaves Lansdown Web-Scraping
Trading 212 Public api

Motivation

The motivation for this interface comes from the lack of tooling that enables individuals the ability to keep track of their finances in a streamlined way. Usually leading to reliance on tools like excel to rebalance portfolio or re-assess their circumstances.

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A simple interface for pooling data from disparate investment accounts.

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