Example of simple portfolio balance management with R

portfolio.r

library(jsonlite)

# Get prices
url <- "https://api.coingecko.com/api/v3/coins/markets?vs_currency=usd&ids=dai,usd-coin,bitcoin,ethereum,polkadot,kusama,the-open-network,cosmos,tezos,1inch,moonbeam,ksm,aave,optimism,ethereum-name-service,gitcoin,maker,uniswap,acala-dollar-acala,binance-usd,hydradx,astar,tether"
data <- fromJSON(url)
token_data <- split(data, data$id)

# Define portfolio (collect token amounts from different sources in a list)
holdings <- list(
    "bitcoin" = c(0.07),
    "ethereum" = c(0.45, 0.095),
    "dai" = c(2393, 1052),
    "usd-coin" = c(89, 949),
    "tether" = c(309),
    "the-open-network" = c(1250),
    "polkadot" = c(284, 236),
    "maker" = c(0.79),
    "optimism" = c(526),
    "1inch" = c(2006),
    "moonbeam" = c(3680),
    "uniswap" = c(143.34),
    "cosmos" = c(46.65),
    "gitcoin" = c(274.39),
    "ethereum-name-service" = c(24.81),
    "kusama" = c(16.87),
    "hydradx" = c(45535),
    "aave" = c(3.23),
    "tezos" = c(255.64),
    "astar" = c(3905)
)

# Define target percentages
target_percentages <- c(
    bitcoin = 15,
    ethereum = 15,
    dai = 10,
    `usd-coin` = 10,
    tether = 10,
    `the-open-network` = 9,
    polkadot = 9,
    maker = 3,
    optimism = 3,
    `1inch` = 3,
    moonbeam = 3,
    uniswap = 2,
    cosmos = 1,
    gitcoin = 1,
    `ethereum-name-service` = 1,
    kusama = 1,
    hydradx = 1,
    aave = 1,
    tezos = 1,
    astar = 1
)



# Calculate the token quantities by token
token_quantities <- sapply(holdings, sum)

# Calculate the token sums
token_sums <- sapply(
    names(token_quantities),
    function(token) token_quantities[token] * token_data[[token]]$current_price,
    USE.NAMES = FALSE
)

# Calculate the differences token sums with target sums
target_diffs <- token_sums - total_sum * target_percentages / 100

# Calculate the total sum
total_sum <- sum(unlist(token_sums))

# Calculate the percentages of each token in the portfolio
percentages <- token_sums / total_sum * 100

portfolio <- data.frame(
    sum = token_sums,
    quantity = unlist(token_quantities, use.names = FALSE),
    percentage = percentages,
    diff = target_diffs
)

print(total_sum)
print(portfolio)


# Create a pie chart
pie(token_sums, labels = names(token_quantities), main = "Token Portfolio")