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

A Python-based stock screener for NSE, India. PKScreener is an advanced free stock screener to find potential breakout stocks from NSE and show its possible breakout values. It also helps to find the stocks which are consolidating and may breakout, or the particular chart patterns that you're looking specifically to make your decisions.

This repository contains the customized trading algorithms that I have created using the Quantopian IDE.

R Shiny app to compare the relative performance of cryptos and equities.

Open-source portfolio analysis tools for DIY investors and finance enthusiasts.

Algorithmic Trading project that examines the Fama-French 3-Factor Model and the Fama-French 5-Factor Model in predicting portfolio returns. The respective factors are used as features in a Machine Learning model and portfolio results are evaluated and compared.

analyze financial data using python: numpy, pandas, etc.

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

modeling the behavior of stock markets: create a market simulator, technical indicator, and a strategy that generates orders

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

🚀 Portfolio: Co-Pilot, 💡 Investing: Idea Generation, 🚦Trade: Due Diligence

NIFTY50 Data Analysis from scratch (Data Extraction & Visualization to Investment Insights)

Mutual funds Analytics Dashboard for screening using CAGR, XIRR, MDD, and more.

Shiny app to create a simple portfolio data analysis report.

Bayesian optimisation for fast approximate inference in state-space models with intractable likelihoods

A full-stack web app to manage and display your cryptoportfolio

Self-hosted personal finance analytics dashboard and account aggregator.

R package: monotonicity

Python-powered Excel Macro VBA workbook

User oriented Portfolio optimization application with several configuring options. Back test included. (IBEX35; to be expanded)

Comprehensive financial risk analysis toolkit with Altman Z-Score bankruptcy prediction, Value at Risk (VaR) calculations, and historical crisis stress testing. Supports US & European markets with automated company classification.

An adapter that returns Morpheus DataFrames from Yahoo Finance

Here you see how to track your portfolio the right way

QuantFAA is a comprehensive Python library for performance attribution analysis in quantitative finance, supporting multiple attribution methods, factor models, and risk metrics.

A C# add-in for Excel that contains functions for risk-adjusted portfolio performance analysis.

📊 Boost productivity with 20 ready-to-use Excel VBA macros, complete with clear explanations and automation workflows for effortless data handling.

Optimize your Investment Portfolio using MPT

PyPort is framework to efficiently and easily investigate portfolio strategies.

This Git repository contains the code and documentation for an investment portfolio management project. The project aims to provide professional consultation to two different investors, Mr. Patrick Jyenger and Mr. Peter Jyenger, based on their unique financial objectives.

In this section we will explore several contributions on Portfolio Management and Investment.