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Expose more of the mutual fund related data points. #12

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eohne opened this issue May 8, 2023 · 1 comment
Open

Expose more of the mutual fund related data points. #12

eohne opened this issue May 8, 2023 · 1 comment
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enhancement New feature or request

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@eohne
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eohne commented May 8, 2023

Adding direct access to mutual fund-related information:

  • Holdings-related information (Sector weights, top holdings, ...)
  • Performance
  • Morningstar Category & Style box
  • Manager Information (Tenure, Bio, etc).
  • Fees/Expenses
  • Brokerages
@eohne eohne added the enhancement New feature or request label May 8, 2023
@eohne eohne self-assigned this May 8, 2023
@eohne
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eohne commented Jul 19, 2023

  • largely implemented
  • documentation
  • testsets
  • push to master

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