Portfolio tracking and stock monitor

DcaPal is a free, no registration, online tool to help you keep your portfolio balanced with dollar cost averaging investments

Summarize transactions in mutual funds into a simple portfolio report.

This repository contains an Excel Spreadsheet to maintain & rebalance an ETF Portfolio.

Here you see how to track your portfolio the right way

The Open-Source Backtesting Engine/ Trading Simulator by Bertram Solutions.

Fund Calculator 是一个用于跟踪和分析多个账号的场外基金数据的工具，重点关注不同投资策略下的资金分配。

Portfolio optimisation library.

An All-in-One Algo-Trading Framework: Backtest -> Train -> Trade -> Monitor. Machine / Deep Learning Ready. Supports All Trading: TradFi+CeFi+DeFi. Code Once, Trade Anywhere.

Оценка эффективности инвестиций с учетом комиссий, налогов (удержанных и ожидающихся), дивидендов и купонов.

Minimalist developer portfolio using Next.js 14, React, TailwindCSS, Shadcn UI and Magic UI.

A Python library for generating analytic tests for credit portfolio loss distributions

Atlas is a cutting-edge portfolio and risk management system inspired by BlackRock's Aladdin, designed to revolutionize financial decision-making through advanced AI integration and comprehensive data analysis.

A Python program for optimizing investments over a defined period, taking into account various parameters such as initial investment, duration, savings rate, dynamics, interest rate, and costs. The program provides both tabular and graphical representation of the investment's development, along with a detailed analysis of the results.

Performance attribution analysis, value investment, original investment ideas, alpha seeking

AI Agents for financial markets

Python wrapper for the Tradier brokerage API

An Open Source Portfolio Backtesting Engine for Everyone | 面向所有人的开源投资组合回测引擎

In financial markets, "main fund" refers to institutional investors like hedge funds and mutual funds. Their trades often precede market movements and influence dynamics. This report detects main fund movements, constructs alpha, and tests it in the Chinese A-shares market,with performance rigorously compared and improved.