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README.md

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/