config.yaml

---
# Required config
input: testdata # folder where your Trading212 CSVs are stored
output: agg # name of output file (prefix)
format: aggregate # aggregate or yahoo

# Optional config
skip-pies: true # skip splitting by pies (default: false)
pie-only: "" # only generate this pie (default: "")

# Splits is a list of split events relevant to your portfolio
# this is needed to calculate the total stock count
splits:
  - symbol: ABEC
    date: 2022-07-16
    ratio: 20 # for reverse splits, use a decimal ratio

# Symbols is a list of conversions to take Trading212 symbols
# and convert them to the symbols used by Yahoo portfolios
symbols:
  RIO: RIO.L
  SAN: SAN.PA

# Renames deal with stocks that have changed their symbol
# for example by becoming a new company or by being delisted
renames:
  GPS: GAP
  TUP: TUPBQ

# Pies allows you split your aggregation into multiple CSVs
# uncomment to use
#pies:
#  - name: Growth
#    symbols:
#      - GOOG
#      - AMZN
#  - name: Dividend
#    symbols:
#      - PEP
#      - JNJ