This Python program fetches mutual fund NAV (Net Asset Value) data from a specified URL and plots it over a given date range. The user can configure some plotting parameters, such as the URLs, fund names, and colors of lines, through a config.toml file.

This project is a work in progress. See CHANGELOG.

Install Python and the modules that the program imports.

Edit config.toml. Be sure the number of URLs, labels, and colors match. A scheme number can be obtained by typing some part of the mutual fund name into the textbox at https://www.mfapi.in/ . Sometimes it seems a scheme's number can only be found be searching https://api.mfapi.in/mf .

python plot_mutual_funds.py

• Date-Range Sliders and Entry Boxes

  Adust the sliders or enter the dates directly in the entry boxes to set the earliest and latest dates for the plot.

• Normalize-Date Slider and Entry Box

  Enter the date in the box to set the date where all funds are normalized to 100.

• Y-Scale Toggle Button

  Toggle the button labelled 'Linear' to switch between linear and logarithmic scales for the Y-axis. The label toggles between 'Linear' and 'Log'.

• Legend Click for Hiding/Showing Plots

  Click on a fund's name in the legend to hide or show its plot on the graph.

See the ChatGPT conversation that helped write the initial code: Fund NAV Data Plot. I could not share the other ChatGPT conversation that helped me write later versions of the program. (When I tried to share it, I got the error message "Sharing conversations with images is not yet supported".) However, I have tried to reconstruct the conversation in Markdown format as the file ChatGPT.md. I have rendered it as a web page, ChatGPT.html. I probably made some formatting mistakes in reconstructing the conversation because I did not scope the job before beginning it, and I didn't automate it.

-Tom Elam github.com/tomelam