Man pages for chrishaarstick/madstork
MadStork Portfolio Management
| add_tax_liability | Add Tax Liability function |
| buy | Create Buy Trade Helper function |
| capitalize | Capitalize function |
| deposit | Create Deposit Helper function |
| dividend | Create Dividend Helper function |
| fee | Create Fee Activity Type Helper |
| gains | Create Gains Helper Fuction |
| get_activity | Get Portfolio Activity |
| get_annual_dividends | Get Annualized Security Dividends |
| get_cash | Get Portfolio's Cash |
| get_current_prices | Get Current Security Prices |
| get_dividends | Get Security Historical Dividends |
| get_gains | Get Portfolio Realized Gains |
| get_holding | Get Holding helper function |
| get_holdings | Get Portfolio Holdings |
| get_holdings_market_value | Get Portfolio's Holdings Market Value |
| get_income | Get Portfolio Investment Income |
| get_market_value | Get Portfolio Market Value |
| get_new_dividends | Get New Portfolio Dividends |
| get_ochlav | Get Securities Price and Volume Data |
| get_portfolio_returns | Get Portfolio Return |
| get_prices | Get Historical Security Prices |
| get_sell_ids | Get Sell Trades |
| get_symbol_portfolio_share | Get Share of Total Portfolio By Symbol |
| get_tax_liability | Get Portfolio Tax Liability |
| get_trades | Get Portfolio Trades |
| incur_fee | Incur Fee function |
| interest | Create Interest Helper function |
| intialize_portfolio | Initialize Portfolio from Activity List |
| load_portfolio | Load Existing Portfolio |
| madstork_cols | Function to extract madstork colors as hex codes |
| madstork_pal | Return function to interpolate a madstork color palette |
| make_buy | Make Buy Trade Execution function |
| make_deposit | Make Deposit function |
| make_sell | Make Sell Trade Execution function |
| make_withdraw | Make Withdraw function |
| new_activity | Activity Object Constructor function |
| new_gains | Realized Gains Constructor function |
| new_income | Income Object Constructor function |
| new_trade | Trade Object Constructor function |
| portfolio | Portfolio Object Constructor function |
| process | Process Portfolio Activity |
| recieve_dividend | Recieve Dividend payment |
| recieve_interest | Recieve Interest payment |
| report | Generic Report Function |
| report.portfolio | Portfolio Performance Report |
| risk_report | MadStork Risk Report Function |
| save_portfolio | Save Portfolio Function |
| scale_color_madstork | Color scale constructor for madstork colors |
| scale_fill_madstork | Fill scale constructor for madstork colors |
| sell | Create Sell Trade Helper function |
| set_interest_rate | Set Portfolio Interest Rate |
| settle_tax_liability | Settle Portfolio Tax Liability |
| test_estimates | Test Estimates |
| test_prices | Test Prices |
| to_tibble | Function to convert activity to tibble |
| transfer | Create Transfer Trade Helper |
| transfer_in | Transfer In Holdings function |
| transfer_out | Transfer Out Holdings function |
| update_dividend_income | Update Dividend Income |
| update_holdings_market_value | Updated Porfolio Holding's Market Value |
| update_market_value | Update Porfolio Market Value |
| validate_activity | Activity Object Validation function |
| validate_gains | Gains Object Validation function |
| validate_income | Income Object Validation function |
| validate_trade | Trade Object Validation function |
| withdraw | Create Withdraw Helper function |
