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Investment Process tool for analyzing and managing potential opportunities and current holdings.

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JerryChenz/Invest_Proc_Open

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Invest_Proc_Open

Public equity Investment Management tool for potential opportunities and current holdings.

Summary

Workflow

Data sources

  • Yahoo finance (yfinance)
  • FMP API (WIP)
  • Bloomberg API (WIP)
  • Wind (WIP)

Installation

TBA

Roadmap

  • Preview Version 2023-01-05
    • Stock Screener available for use

Possible extensions for multi-assets management

Public:

  • Bonds
  • REITs Private:
  • Private equity
  • Private credit
  • Real estate

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Investment Process tool for analyzing and managing potential opportunities and current holdings.

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