Showing 12 open source projects for "mutual fund portfolio"

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  • 1
    ThetaGang

    ThetaGang

    ThetaGang is an IBKR bot for collecting money

    ThetaGang is an IBKR trading bot for collecting premiums by selling options using "The Wheel" strategy. The Wheel is a strategy that surfaced on Reddit but has been used by many in the past. This bot implements a slightly modified version of The Wheel, with my own personal tweaks. The strategy, as implemented here, does a few things differently from the one described in the post above. For one, it's intended to be used to augment a typical index-fund-based portfolio with specific asset...
    Downloads: 14 This Week
    Last Update:
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  • 2
    GnuCash

    GnuCash

    Personal and small-business finance manager

    GnuCash is a personal and small-business finance manager with a check-book like register GUI to enter and track bank accounts, stocks, income and expenses. GnuCash is designed to be simple and easy to use but still based on formal accounting principles.
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    Downloads: 7,507 This Week
    Last Update:
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  • 3
    mkCompta

    mkCompta

    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 permettant...
    Downloads: 1 This Week
    Last Update:
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  • 4
    Haircut_EQ

    Haircut_EQ

    Fetches the historical Haircut data (%) of Equities and Gold Bonds

    Haircut is the amount of margin money deducted while pledging the Equites/ Mutual Funds / Bonds for trading. A haircut value of 13% means that, if a share worth of Rs 100 is pledged for trading, then Rs. 13 will be deducted and Rs. 87 will be given as collateral margin for trading. It is based on previous closing price. This program is used to identify the real value of a share with date. It fetches the historical Haircut data (%) and Price of an equity listed in NSE, India at a selected...
    Downloads: 0 This Week
    Last Update:
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  • 5
    Haircut_MF

    Haircut_MF

    Fetches the historical Haircut data (%) of Mutual Funds and Bonds

    Haircut is the amount of margin money deducted while pledging the Equites/ Mutual Funds / Bonds for trading. A haircut value of 13% means that, if a share worth of Rs 100 is pledged for trading, then Rs. 13 will be deducted and Rs. 87 will be given as collateral margin for trading. It is based on previous closing price (NAV). This program is used to identify the real value of an equity / share / mutual fund / Bonds / SGB with date. This program fetches the historical Haircut data...
    Downloads: 0 This Week
    Last Update:
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  • 6

    MUTUAL FUND TRACKER SOFTWARE

    Track Mutual Funds Easy And Fast. All Funds at Single Place

    The Mutual fund tracker is a Entry Level Software to track mutual funds investments at a place. track profit or loss. daily updated nav and compare.
    Downloads: 0 This Week
    Last Update:
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  • 7
    LEAN

    LEAN

    Lean algorithmic trading engine by QuantConnect

    Automated accounting for splits, dividends, and corporate events like delistings and mergers. Avoid selection bias with dynamically generated assets. Create and select asset universes on proprietary data and indicators. Automatically track portfolio performance, profit and loss, and holdings across multiple asset classes and margin models in the same strategy. Trigger regular functions to occur at desired times, during market hours, on certain days of the week, or at specific times of day...
    Downloads: 1 This Week
    Last Update:
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  • 8

    finhist

    Simple analysis of historical financial data

    I've been noticing for a while that the graphs of "growth for the last 10 years" in the mutual fund prospectuses depend a lot on the starting point: if the starting point was high (i.e. after previous growth), the following growth would look poor compared to the competition, and the other way around. So I wrote some simple scripts to try to compensate for this effect.
    Downloads: 0 This Week
    Last Update:
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  • 9

    Stockato API

    Signal classification technology for mutual funds, ETFs, and stocks.

    Stockato Web Services (SWS) is a collection of remote computing services, which apply Stockato’s signal classification technology to mutual funds, exchange-traded-funds, and stocks. You can build applications based on the web services such as a similarity-based search engine or a similarity-based portfolio managing system.
    Downloads: 0 This Week
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  • 10
    QUANTBOOST, a Complete Library, Modelling of Derivatives in C++. Based on Wiley C++ Derivatives, as well as BOOST C++ Multithreading techniques and will support a quant fund approach type of forecasting and portfolio management. I will have direct access
    Downloads: 0 This Week
    Last Update:
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  • 11
    Auge is an easy-to-use financial portfolio management application. Auge will help you monitor and analyze your stock and mutual fund positions, providing powerful insight into your entire investment portfolio.
    Downloads: 0 This Week
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  • 12
    SequelBasis is a PostgreSQL-based tool that calculates mutual fund data (cost basis, capital gain, portfolio allocation). Multiple currencies are implemented and fund data can be converted to other currencies using appropriate daily exchange rates.
    Downloads: 0 This Week
    Last Update:
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