#Open Portfolio
Open source django project for portfolio management. Aims to open up asset management tools used by professional fund managers.
More information at: project homepage
License
Creative Commons Share Alike Non-Commercial
#Change History
v0.1:
- implements basic functionality
- create / edit objects through the django admin interface
- trades can be uploaded as csv or ofx
- portfolios can be grouped and assigned benchmarks
- handles investments and reporting in cross currencies
- management command to download prices, can be run as a scheduled task
- Highcharts price charts for portfolios and investments
- benchmark relative portfolio report showing holdings and returns over time
- investment report showing price chart and other pricing data
- pandas dataframes and panels used in backend giving substantial flexibility for future reporting enhancements (such as risk calculations, risk weighting analysis, gips compliant returns calcs...)
- fifo / lifo trade allocations for profit calculations
#Installation
See installation
#Project documentation
See project docs
#Author
Evan Davey, evan.j.davey@gmail.com, www.twitter.com/evanjdavey/