Better Visuals For Your EasyBourse Financial Report

Automated portfolio data extraction and visualization system for EasyBourse with Power BI integration

Features • Demo • Installation • Usage • Documentation

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Important Note :

Please create a desktop shortcut for "EasyBourse.pbix" (as Dashboard) and "Update_Dashboard.bat" (as Update_Dashboard), so it will be easier for you to use.

Overview

This project provides a complete automated solution for extracting portfolio valuation data from EasyBourse platform, consolidating historical data in Excel, and creating advanced visualizations through Power BI. It eliminates manual data collection while maintaining a comprehensive historical database of your investments.

Why This Project?

• Save Time: Automate hours of manual data entry
• Track History: Build a complete historical database of your portfolio evolution
• Better Insights: Power BI provides superior analytics compared to native EasyBourse interface
• Real-time Updates: Automatic hourly refresh when running
• Data Security: All data stays local on your machine

Key Features

• Automated Web Scraping - Selenium-based secure connection and data extraction
• Virtual Keyboard Support - Handles EasyBourse's security features automatically
• Historical Data Management - Intelligent merging of new data with existing records
• Automatic Backups - Maintains the last 10 versions for data safety
• Power BI Integration - Direct connection for advanced analytics
• Continuous Updates - Hourly automatic refresh while running
• Headless Mode - Runs silently in the background

Demo

1. Automated Data Extraction

The script automatically connects to EasyBourse using Selenium WebDriver in headless mode.
Once authenticated, it directly accesses the real-time CSV export URL and downloads the complete portfolio valuation data.
The entire process is logged in the console, showing connection status, download progress, and data parsing steps.

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2. Power BI Dashboard Update

After successful data extraction, the script processes the CSV file and updates the Excel database with new information.
The Excel file serves as the data source for Power BI, maintaining full historical records while adding new valuation dates.
After opening the PowerBi file (.pbix) you need to make sure that you refresh the database.

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3. Interactive Dashboard Analysis

The Power BI dashboard transforms raw portfolio data into actionable insights.
Users can explore their portfolio through multiple perspectives:
value over time, sector allocation pie charts, individual position, gain/loss and more.

Interactive filters allow deep dives into specific time periods or asset classes.

Installation

Prerequisites

• Python 3.8 or higher
• Google Chrome (latest version)
• ChromeDriver (compatible with Chrome version)
• Power BI Desktop
• Active EasyBourse account

Quick Setup

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0. Download the repo as a zip file and extract
   Or follow the next steps

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1. Clone the repository

git clone https://github.com/AxelBcr/BetterFinancialReport.git
cd BetterFinancialReport

2. Install dependencies

# Using the provided script
Install_Requirements.bat

# Or manually
pip install -r requirements.txt

3. Configure credentials

# Edit logins.py
id = "your_easybourse_id"
password = "your_password"

4. Install ChromeDriver
   • Check your Chrome version: chrome://version/
   • Download from ChromeDriver
   • Add to system PATH

Usage

Standard Operation

Simply double-click Update_Dashboard.bat to:

1. Launch the extraction process
2. Update the Excel database
3. Continue running with hourly updates (can be changed in the .bat)

Manual Execution

python easybourse_valorisation.py

First Time Setup

On first run, the script will:

• Create the Excel database (Account_Valorisation.xlsx and Historique_Transactions.xlsx),
  I recommend not deleting the .xlsx that are already in the repo,
  just delete the entries in it so it's empty for you.
• Set up the backup folder (Save_Valorisation/ and Save_Historique/)
• Extract your complete current portfolio

Documentation

Project Structure

BetterFinancialReport/
│
├── easybourse_valorisation.py      #Extraction script
├── logins.py                       #Storing Id and Password here
├── requirements.txt                #Required library to install
├── Update_Dashboard.bat            #.bat file to automate the extraction
├── Install_Requirements.bat        #.bat file to easily install requirements
├── EasyBourse.xlsx                 #Excel database  
├── EasyBourse.pbix                 #PowerBi report       
├── Save/                           #Folder where the last 10 Excel database are saved    
└── README_Data/                    #Just storing GIFs for the README

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Data Structure

Column	Type	Description
Date	DateTime	Valuation date
Valeur	String	Security name
Code Isin	String	International identifier
Quantité	Float	Number of shares
Cours	Float	Current price
Prix moyen	Float	Average purchase price
Valorisation	Float	Total position value
+/- value	Float	Unrealized P&L
Performance (%)	Float	Return percentage
Valeur totale	Float	Portfolio total value
Solde espèces	Float	Cash balance
Total positions sous dossier	Float	Sum of all positions

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Note: This project is not affiliated with EasyBourse, La Banque postale, or any financial institution.