Man pages for abresler/fundManageR
Investment management toolkit for R

adv_managers_brochuresOCR IAPD Managers Brochures
adv_managers_current_period_summaryADV managers most recent summary data
adv_managers_filingsIAPD registered managers ADV data
adv_managers_metadataIAPD registered meta data
adv_managers_periods_summariesADV managers periods data
adv_period_urlsGet ADV summary filing urls for all available periods
build_addressBuild Address from tibble
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
cb_unicornsCB Insight data
cik_filing_countsCIK Filing Counts
crsp_filesCRSP file dictionary
crsp_indicies_constituentsCRSP index constituents
crsp_indicies_returnsCRSP monthly index returns
dallas_fed_international_housingDallas Federal Reserve International House Price Database
dictionary_finbox_companiesFinboxIO Companies
dictionary_finbox_metricsGet Searchable FinBOX metrics
dictionary_form_d_categoriesForm-D dictionary
dictionary_fred_idsFRED Series IDs
dictionary_sec_filing_codesSEC filing code dictionary
dictionary_sec_form_codesSEC form codes
dictionary_sec_formsSEC form dictionary
dictionary_sec_namesSEC Name Dictionary
dictionary_sec_rulesSEC Rule dictionary
dictionary_sic_codesSIC Code dictionary
dictionary_treasury_auction_urlsTreasury Auction URL Dictionary
drop_na_columnsDrop NA columns
dtcc_recent_tradesDTCC most recent trades by product
dtcc_tradesDTCC trades by date and product
edgar_entities_cikSEC registered entity search
edgar_filing_streamsSEC filing streams
edgar_ft_termsTitle
edgar_recent_filingsMost recent EDGAR filings by type
edgar_search_termsEDGAR Search for Terms
edgar_sic_filersSIC Cod Companies
edgar_tickersSEC listed public companys
extract_fee_referencesExtract fee references
finbox_tickersFinbox ticker data
finra_entitiesFINRA registered entities
finra_peopleFINRA registered people
fred_symbolsFederal Reserve Economic Data time series tibble
fred_symbols_descriptionsFRED Symbols descriptions
fred_tagsFRED tag search
fred_terms_idsFRED Terms Series IDs
fundManageRfundManageR
generate_tv_bond_queryDefault Bond query metric
get_class_dfClass DF
irei_entititesIREI Entities
location_codesLocations
mmf_owned_debt_securitiesMoney Market Debt Securities
msci_indiciesMSCI indicies
msci_indicies_constituentsMSCI Indicies Constituents
msci_realtime_index_valuesMSCI indicies values
munge_tblMunge a tibble
nareit_annual_subsector_returnsNAREIT annual sub sector returns
nareit_capital_raisesNAREIT capital raises
nareit_constituent_yearsNAREIT index constituency data by year
nareit_entitiesNAREIT constituents
nareit_industry_trackerNAREIT quarterly industry tracking data
nareit_mergers_acquisitionsNAREIT merger and acquisitions
nareit_monthly_returnsNAREIT monthly returns by sector
nareit_notable_propertiesNAREIT notable properties
nareit_property_msaNAREIT properties by MSA
nareit_state_infoNAREIT properties by state
parse_for_tablesParse an EDGAR data frame for underlying tables
pcaob_auditorsPCAOB Audit Relationships
pcaob_denied_firmsFirms Denying PCAOB Audits
plot_time_series_staticPlot ggplot time series
read_rda_fileread RDA file
recent_insider_tradesInsider trades, most recent
reit_fundsREIT fund manager data.
residual_valuesResidual value calculations
rf_leisLEIs
rf_sec_13F_companies13F owned companies
rf_us_tickersGet United States publicly traded ticker data
sec_adv_manager_sitemapReturns data frame of SEC ADV sitemap
sec_bankruptciesSEC public filing bankruptcies
sec_broker_dealersSEC registered broker-dealers
sec_ciksSEC CIK registered entities
sec_closed_end_fundsSEC registered closed-end funds
sec_cusipsSEC CUSIPs
sec_failed_to_deliver_securitiesSEC failed to deliver securities
sec_filerSEC filer
sec_filing_entitiesSEC filing entity metdata via Rank and Filed
sec_filing_streams_rfSEC filing stream
sec_foia_requestsSEC FOIA requests
sec_form_dsSEC Form-D's
sec_investment_companiesSEC registered investment companies
sec_money_market_fundsSEC registered money market funds
sec_municipal_advisorsSEC registered municipal advisors
sec_rulesSEC Prefix Laws
sec_securities_filing_countsSEC Filing Counts
sec_securities_metrics_by_exchangeSEC quarterly securities transaction metrics
sec_tickers_infoGet Ticker SEC company information
securities_offeringsSecurities offerings
sec_xbrl_periodsSEC quarterly XBRL data
sic_filing_countSIC Counts
sic_naics_codesSIC Codes
sp500_constituentsS&P 500 constituents
tickers_metricsfinbox ticker metrics
tidy_column_formatsTidy column formatting
tidy_column_relationsTidy nested and count columns
tidy_promote_structureTidy waterfall structure
tv_market_eventsGet Market Events
tv_metricGenerate tradeview metric query
tv_metric_queryGenerate default TV query metric
tv_metrics_dataTradeview region metrics
tv_regions_metricsTradingview searchable metrics by region
tv_regions_tickersTradingview regions traded securities
tv_tickers_newsTradingview tickers news
us_banksUnited States Bank Data
us_inflationUS Inflation Adjustment Table
us_public_companiesUS Public Company snapshot
us_treasury_auctionsTreasury Auction History
visualize_fred_time_seriesPlot any FRED time series
visualize_tibbleData frame visualization
ycombinator_alumniY Combinator data
abresler/fundManageR documentation built on April 1, 2024, 5:46 p.m.