Search Results for "investment portfolio"
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Showing 72 open source projects for "investment portfolio"
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Portfolio Performance
Track and evaluate the performance of your investment portfolio
Portfolio Performance: Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. Performance indicators like that True-Time Weighted Rate of Return or the internal rate of return ( Internal rate of return ) are calculated. Historical courses are automatically run by Yahoo Finance loaded or can be extracted from any HTML pages. -
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InvestBrain
LLM-enabled investment tracker that consolidates market performance
InvestBrain is a financial portfolio management and investment insight platform designed to help individual investors track assets, analyze performance, and explore data-driven insights across markets. It provides tools to import financial data such as stocks, cryptocurrencies, or ETFs, maintain watchlists, and view performance summaries that highlight gains, losses, allocations, and historical trends. -
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Zoom Investment Portfolio Manager
Record your investments in stocks, shares and funds
DESCRIPTION A simple to use manager for your investments in stocks, shares and funds. Unlike web based portfolios your data is kept confidential, stored on your own computer. -
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skfolio
Python library for portfolio optimization built on top of scikit-learn
skfolio is a Python library designed for portfolio optimization and financial risk management that integrates closely with the scikit-learn ecosystem. The project provides a unified machine learning-style framework for building, validating, and comparing portfolio allocation strategies using financial data. By following the familiar scikit-learn API design, the library allows quantitative researchers and developers to apply techniques such as model selection, cross-validation, and... -
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Qlib
Qlib is an AI-oriented quantitative investment platform
Qlib is an AI-oriented quantitative investment platform, which aims to realize the potential, empower the research, and create the value of AI technologies in quantitative investment. With Qlib, you can easily try your ideas to create better Quant investment strategies. An increasing number of SOTA Quant research works/papers are released in Qlib. With Qlib, users can easily try their ideas to create better Quant investment strategies. At the module level, Qlib is a platform that consists of... -
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Ghostfolio
Open Source Wealth Management Software. Angular + NestJS + Prisma
...Benefit from continuous improvements through a strong community. Trading stocks, ETFs, or cryptocurrencies on multiple platforms. Ghostfolio is for you if you are interested in getting insights into your portfolio composition. -
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Finance
150+ quantitative finance Python programs
Finance is a repository that compiles structured notes and educational material related to financial analysis, markets, and quantitative finance concepts. The project focuses on explaining key principles used in finance and investment analysis, including topics such as financial statements, valuation models, portfolio theory, and financial markets. The repository is designed as a study reference for students and professionals who want to understand financial systems and the analytical frameworks used in financial decision-making. It organizes concepts into structured documents that explain both theoretical principles and practical calculations used in finance. ... -
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AI Hedge Fund
An AI Hedge Fund Team
...Its structure is educational: intended more as a proof-of-concept than a ready-to-use financial product, giving learners insight into the mechanics of quantitative finance automation. The project underlines AI’s potential in investment strategies but also carries disclaimers that it is for research and not financial advice. The implementation is designed so developers can study the pipeline end-to-end: from data ingestion through modeling to simulated portfolio management. -
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rotki
A portfolio tracking, analytics, accounting and tax reporting app
A portfolio tracking, analytics, accounting and tax reporting application that respects your privacy -
AI-generated apps that pass security reviewRetool lets you generate dashboards, admin panels, and workflows directly on your data. Type something like “Build me a revenue dashboard on my Stripe data” and get a working app with security, permissions, and compliance built in from day one. Whether on our cloud or self-hosted, create the internal software your team needs without compromising enterprise standards or control.
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Unstoppable Wallet Android
A powerful non-custodial multi-wallet for Bitcoin, Ethereum, Binance
Unstoppable wallet is purposely built as a decentralized management tool for cryptocurrencies. It is engineered to serve privacy-conscious individuals looking to manage and invest in Bitcoin, Ethereum and other cryptocurrencies in a sovereign and professional manner. Capital Should Be Free. It’s built to provide users with genuinely independent control over their capital. Capital Should Be Borderless. It works outside the traditional finance layer and acts as a Swiss knife to the world of... -
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Cryptocheck
Monitors balances of your cryptocurrency addresses
Cryptocheck monitors balances of your cryptocurrency addresses and raises an alert in case of any change detected. It connects to known block explorer API services to verify balances. It is useful for long-term investors with multiple different cryptocurrencies in their portfolio. You no longer need to access all your wallets with passwords to simply just check that your money are still there. Cryptocheck also provides a simple profit calculation and history charts mapping your... -
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Venice is a stock market trading programme that supports portfolio management, charting, technical analysis, paper trading and genetic programming. Venice runs in a graphical user interface with online help and has full documentation.
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Open Crypto Tracker
Bitcoin Alts portfolio tracker, email / text / alexa / telegram alerts
100% FREE / open source / PRIVATE cryptocurrency portfolio tracker. Email / text / alexa / telegram price alerts, price charts, mining calcs, leverage / gain / loss / balance stats, news feeds +more. Privately track Bitcoin / Ethereum / unlimited cryptocurrencies. Customize as many assets / markets / alerts / charts as you want. Over 50 Exchanges / 40 Trading Pairs Supported (exchanges / pairings list at bottom of README.txt): https://tinyurl.com/ct-readme Nearly Unlimited Assets... -
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Premium Markets
Premium Markets is an automated financial technical analysis system.
Premium Markets is an automated financial technical analysis system. With Premium Markets you can edit and create your own indicators as a composition of more than a hundred common technical analysis functions. It implements a graphical environment for monitoring financial technical analysis of the main stocks and shares markets and currencies. The standalone application includes a full integration of ta-lib C/C++ libraries. Be aware that the provided App available for download may... -
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Mister knock Compta
Accounting on Office365 / Comptabilité sous Office 365
The page is about mkCompta, a software running on Office 365 that allows users to manage their accounting by importing banking transactions from their bank.Uses an Access database for data handling.Utilizes an Excel file for data consultation.Imports banking transactions from CSV files.Groups expenses and income by budget and associates funds with a financial asset (bank account, life insurance, portfolio, etc.). / La page concerne mkCompta, un logiciel fonctionnant sous Office 365... -
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Chart Geany
Technical analysis software
Chart Geany is a cross platform software solution for market technical analysis and charting. -
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jCandle is a rich client for technical chart analysis. With jCandle you are able to manage your portfolio, update quotes, view candlestick charts, and analyze charts with candlestick patterns, indicators and a trade simulator. The trade simulator simulates several indicators with various parameter combinations. The trade simulator autoselects the indicator parameters giving the best profit for a each indicator type. The combination of the indicator reversal signals and the detected...
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Machine Learning in Asset Management
Machine Learning in Asset Management
Machine Learning in Asset Management is a research-oriented repository that explores how machine learning techniques can be applied to portfolio management and asset allocation. The project collects educational materials, code implementations, and experiments related to applying artificial intelligence methods in financial markets. It covers topics such as predictive modeling for asset prices, portfolio optimization strategies, and risk management using machine learning algorithms. ... -
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OpenPPM
Project Portfolio Management
Open PPM is an open source product, used for Project Management and Project Portfolio Management, in accordance with the PMBOK® (Project Management Body of Knowledge) guide, from PMI® (Project Management Institute). -
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abu
Abu quantitative trading system (stocks, options, futures, bitcoin)
Abu Quantitative Integrated AI Big Data System, K-Line Pattern System, Classic Indicator System, Trend Analysis System, Time Series Dimension System, Statistical Probability System, and Traditional Moving Average System conduct in-depth quantitative analysis of investment varieties, completely crossing the user's complex code quantification stage, more suitable for ordinary people to use, towards the era of vectorization 2.0. The above system combines hundreds of seed quantitative models, such as financial time series loss model, deep pattern quality assessment model, long and short pattern combination evaluation model, long pattern stop-loss strategy model, short pattern covering strategy model, big data K-line pattern Historical portfolio fitting model, trading position mentality model, dopamine quantification model, inertial residual resistance support model, long-short swap revenge probability model, strong and weak confrontation model, trend angle change rate model, etc. -
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ManagerSheet
A one-page investment portfolio report
ManagerSheet is a one-page investment portfolio report, that analyses and presents an investment portfolio with respect to: - Performance - Investment style - Risk More information on the report concept and instructions on how to create one's own portfolio reports can be found at the ManagerSheet Web Site under the "Documentation" section. -
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Covered Call Portfolio
A Windows desktop application that helps you manage covered calls.
Covered Call Portfolio is a desktop application that helps you manage your covered calls. You use it to record your stock purchases, your short call sales and other income such as dividends. In return, it presents you with useful information about your covered call positions, such as your breakeven points, your total income for the position, various profit/loss profiles that you can use to decide whether to sell the stock now or hold on to it until expiration. This application is the free... -
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CCruncher
Open-Source Project for Credit Risk Modeling
CCruncher is a project for quantifying portfolio credit risk using the copula approach. It is a framework consisting of two elements: a technical document that explains the theory, and a software program that implements it. CCruncher evaluates the portfolio credit risk by sampling the portfolio loss distribution and computing the Expected Loss (EL), Value at Risk (VaR) and Expected Shortfall (ES) statistics. The portfolio losses are obtained simulating the default times of obligors and... -
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PortOpt
A portfolio-optimizer using Markowitz(1952) mean-variance model
PortOpt [Portfolio Optimizer] is a C++ program (with Python binding) implementing the Markowitz(1952) mean-variance model with agent's linear indifference curves toward risk in order to find the optimal assets portfolio under risk. You have to provide PortOpt (in text files or - if you use the api - using your own code) the variance/covariance matrix of the assets, their average returns and the agent risk preference. It returns the vector of assets' shares that composes the optimal... -
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Stock Center
A personal stock portfolio tracking tool
Stock center is a tool I am working on for tracking investments. It's centered around dividend investing, tracking your purchases and dividend income. This project started life as a single file script that I wrote for myself to run @ home only. It's grown a good deal since those days, and it is going through some growing pains as I work to re-structure it into a more proper application. It's by no means "enterprise class", but I'm working hard when I have time to move it in a good...
