How to Use yfinance for Mutual Fund Percent Change Tracking?

22 Replies, 1283 Views

Hey everyone!

So, I’ve been trying to figure out how to use yfinance for mutual fund percent change tracking, and honestly, it’s been a bit of a journey lol. I’m not super techy, but I managed to get it working after some trial and error.

Basically, you can pull mutual fund data using yfinance (just like stocks) and calculate the percent change over time. The trick is to use the `.history()` method to get historical prices and then do some simple math to find the % change.

For example:
```python
import yfinance as yf
mf = yf.Ticker("VFIAX")
data = mf.history(period="1y")
percent_change = (data['Close'][-1] - data['Close'][0]) / data['Close'][0] * 100
```

It’s not perfect, but it gets the job done. Anyone else using yfinance for mutual fund percent change tracking? Would love to hear your tips or if there’s a better way!

Cheers!
Hey, great post! I’ve been using yfinance for mutual fund percent change tracking too, and it’s been super helpful. One thing I’d add is to make sure you’re pulling the right ticker symbol for the mutual fund. Some funds have different symbols depending on the platform.

Also, if you’re looking for a more visual approach, check out Yahoo Finance’s website. They have built-in charts that show percent change over time, which might save you some coding effort.

Cheers!
Nice work on figuring it out! I’ve been using yfinance for mutual fund percent change tracking for a while now, and I found that adding a rolling average to your data can give you a smoother trend line.

Here’s a quick snippet:
```python
data['Rolling_Avg'] = data['Close'].rolling(window=30).mean()
```
This helps me see the overall trend better. Also, if you’re into automation, you can set up a script to email you the percent change daily.
Yo, I’m in the same boat! yfinance for mutual fund percent change tracking is a lifesaver. One thing I noticed is that mutual funds sometimes have delayed data, so the percent change might not be super accurate in real-time.

If you need more precise data, you might wanna check out Morningstar. They have detailed mutual fund analytics, though it’s not free.
Hey, thanks for sharing! I’ve been using yfinance for mutual fund percent change tracking too, and it’s been pretty reliable. One tip: if you’re tracking multiple funds, you can loop through a list of tickers to automate the process.

```python
tickers = ["VFIAX", "VTSAX", "VBTLX"]
for ticker in tickers:
mf = yf.Ticker(ticker)
data = mf.history(period="1y")
percent_change = (data['Close'][-1] - data['Close'][0]) / data['Close'][0] * 100
print(f"{ticker}: {percent_change:.2f}%")
```
Saves a ton of time!
Nice post! I’ve been using yfinance for mutual fund percent change tracking for a while, and it’s been great. One thing to watch out for is dividends. Some mutual funds include them in the price, which can skew your percent change calculations.

If you want to exclude dividends, you can use the `adjust=False` parameter in the `.history()` method.
Hey, I’m new to this but your post helped a lot! I’ve been trying yfinance for mutual fund percent change tracking, and it’s been a bit confusing at first.

Do you know if there’s a way to pull data for specific dates instead of just periods like “1y”? I’m trying to compare performance between two exact dates.
Great stuff! I’ve been using yfinance for mutual fund percent change tracking too, and it’s been super useful. One thing I’d recommend is using a library like `matplotlib` to visualize the data.

Here’s a quick example:
```python
import matplotlib.pyplot as plt
plt.plot(data['Close'])
plt.title("VFIAX Price Over Time")
plt.show()
```
It’s a game-changer for spotting trends!
Wow, thanks for all the awesome replies, everyone! I didn’t expect so many tips and tricks. I’m definitely gonna try out the rolling average and visualization ideas.

Also, thanks for pointing out the dividend issue—I didn’t even think about that. I’ll try the `adjust=False` parameter and see how it changes my results.

Quick question: has anyone tried using yfinance for mutual fund percent change tracking with ETFs? I’m curious if the process is the same or if there are any differences.

Cheers!
Hey, I’ve been using yfinance for mutual fund percent change tracking as well, and it’s been working great. One thing I’d suggest is to double-check the ticker symbols. Some mutual funds have different symbols on yfinance compared to other platforms.

Also, if you’re into automation, you can use `schedule` library to run your script daily and log the results.



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