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updates to cc-sa-nc licenses

latest commit b785afba71
Evan Davey authored

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


Creative Commons Share Alike Non-Commercial

Change History


  • 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


See installation

Project documentation

See project docs


Evan Davey,,

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