Man pages for abresler/fundManageR
Investment management toolkit for R

calculate_cash_flow_datesSummary cash flows
calculate_cash_flows_returnsCalculate returns for a given set of cash flows
calculate_cash_flow_waterfallCash-flow waterfall
calculate_cash_flow_waterfall_partnershipPartnership waterfall and cash flows
calculate_days_accrued_prefAccrued preference
calculate_irr_periodsInteral rate of return
calculate_leverage_metricsLeveraged return metrics
calculate_loan_paymentLoan payment calculation
calculate_residual_valuation_cap_ratesResidual value, capitalization rate method
calculate_residual_valuation_ebitda_multiplesResidual value, EBITDA multiple method
calculate_share_proceedsShare proceeds
calculate_valuation_post_moneyPost money valuation splits
dictionary_sec_namesSEC Name Dictionary
drop_na_columnsDrop NA columns
extract_fee_referencesExtract fee references
generate_trade_view_metric_queryGenerate tradeview metric query
get_class_dfClass DF
get_data_adv_managers_brochuresOCR IAPD Managers Brochures
get_data_adv_managers_current_period_summaryADV managers most recent summary data
get_data_adv_managers_filingsIAPD registered managers ADV data
get_data_adv_managers_metadataIAPD registered meta data
get_data_adv_managers_periods_summariesADV managers periods data
get_data_adv_period_urlsGet ADV summary filing urls for all available periods
get_data_cb_unicornsCB Insight data
get_data_companies_tickersCompanies ticker symbols
get_data_crsp_filesCRSP file dictionary
get_data_crsp_indicies_constituentsCRSP index constituents
get_data_crsp_indicies_returnsCRSP monthly index returns
get_data_dallas_fed_international_housingDallas Federal Reserve International House Price Database
get_data_dtcc_most_recent_tradesDTCC most recent trades by product
get_data_dtcc_tradesDTCC trades by date and product
get_data_edgar_entities_cikSEC registered entity search
get_data_edgar_filings_most_recentMost recent EDGAR filings by type
get_data_edgar_filing_streamsSEC filing streams
get_data_edgar_ft_termsTitle
get_data_edgar_search_termsTitle
get_data_edgar_sic_filersSIC Cod Companies
get_data_edgar_tickersSEC listed public companys
get_data_finra_entitiesFINRA registered entities
get_data_finra_peopleFINRA registered people
get_data_fred_symbolsFederal Reserve Economic Data time series data_frame
get_data_fred_symbols_descriptionsFRED Symbols descriptions
get_data_fred_tagsFRED tag search
get_data_fred_terms_idsFRED Terms Series IDs
get_data_irei_entititesIREI Entities
get_data_location_codesLocations
get_data_market_eventsGet Market Events
get_data_mmf_owned_debt_securitiesMoney Market Debt Securities
get_data_msci_indiciesMSCI indicies
get_data_msci_indicies_constituentsMSCI Indicies Constituents
get_data_msci_realtime_index_valuesMSCI indicies values
get_data_nareit_annual_subsector_returnsNAREIT annual sub sector returns
get_data_nareit_capital_raisesNAREIT capital raises
get_data_nareit_constituent_yearsNAREIT index constituency data by year
get_data_nareit_entitiesNAREIT constituents
get_data_nareit_industry_trackerNAREIT quarterly industry tracking data
get_data_nareit_mergers_acquisitionsNAREIT merger and acquisitions
get_data_nareit_monthly_returnsNAREIT monthly returns by sector
get_data_nareit_notable_propertiesNAREIT notable properties
get_data_nareit_property_msaNAREIT properties by MSA
get_data_nareit_state_infoNAREIT properties by state
get_data_recent_insider_tradesInsider trades, most recent
get_data_regions_tradingview_metricsTradingview searchable metrics by region
get_data_reit_fundsREIT fund manager data.
get_data_rf_leisLEIs
get_data_rf_sec_13F_companies13F owned companies
get_data_rf_us_tickersGet United States publicly traded ticker data
get_data_sec_adv_manager_sitemapReturns data frame of SEC ADV sitemap
get_data_sec_bankruptciesSEC public filing bankruptcies
get_data_sec_broker_dealersSEC registered broker-dealers
get_data_sec_ciksSEC CIK registered entities
get_data_sec_closed_end_fundsSEC registered closed-end funds
get_data_sec_cusipsSEC CUSIPs
get_data_sec_failed_to_deliver_securitiesSEC failed to deliver securities
get_data_sec_filerSEC filer
get_data_sec_filing_entitiesSEC filing entity metdata via Rank and Filed
get_data_sec_filing_streams_rfSEC filing stream
get_data_sec_foia_requestsSEC FOIA requests
get_data_sec_form_dsSEC Form-D's
get_data_sec_investment_companiesSEC registered investment companies
get_data_sec_money_market_fundsSEC registered money market funds
get_data_sec_municipal_advisorsSEC registered municipal advisors
get_data_sec_rulesSEC Prefix Laws
get_data_sec_securities_filing_countsSEC Filing Counts
get_data_sec_securities_metrics_by_exchangeSEC quarterly securities transaction metrics
get_data_sec_tickers_infoGet Ticker SEC company information
get_data_securities_offeringsSecurities offerings
get_data_sec_xbrl_periodsSEC quarterly XBRL data
get_data_sic_naics_codesSIC Codes
get_data_sp500_constituentsS&P 500 constituents
get_data_tickers_finboxFinbox ticker data
get_data_tickers_metricsfinbox ticker metrics
get_data_tickers_tradesTickers trades
get_data_tickers_tradingview_newsTradingview tickers news
get_data_tradingview_regions_tickersTradingview regions traded securities
get_data_us_inflationUS Inflation Adjustment Table
get_data_us_public_companiesUS Public Company snapshot
get_data_ycombinator_alumniY Combinator data
get_dictionary_all_fred_series_idsFRED Series IDs
get_dictionary_finbox_companiesFinboxIO Companies
get_dictionary_finbox_metricsGet Searchable FinBOX metrics
get_dictionary_form_d_categoriesForm-D dictionary
get_dictionary_sec_filing_codesSEC filing code dictionary
get_dictionary_sec_form_codesSEC form codes
get_dictionary_sec_formsSEC form dictionary
get_dictionary_sec_rulesSEC Rule dictionary
get_dictionary_sic_codesSIC Code dictionary
get_sic_filing_countTitle
get_tradeview_regions_metricsTradeview region metrics
import_rda_fileImport RDA file
parse_for_tablesParse an EDGAR data frame for underlying tables
plot_time_series_staticPlot ggplot time series
tidy_column_formatsTidy column formatting
tidy_column_relationsTidy nested and count columns
tidy_promote_structureTidy waterfall structure
visualize_data_frameData frame visualization
visualize_fred_time_seriesPlot any FRED time series
abresler/fundManageR documentation built on Oct. 8, 2018, 7:26 p.m.