#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/