Files in lorenzbr/PortfolioTracker
Track the Performance of Your Investment Portfolio
.Rbuildignore
.github/.gitignore
.github/workflows/R-CMD-check.yaml
.github/workflows/pkgdown.yaml
.github/workflows/test-coverage.yaml
.gitignore
DESCRIPTION
LICENSE
NAMESPACE
R/analytics_dividends.R
R/analytics_returns.R
R/analytics_stats.R
R/create_portfoliotracker_dir.R
R/create_portfoliotracker_files.R
R/current_portfolio.R
R/data.R
R/get_current_portfolio.R
R/get_current_stock_splits.R
R/get_default_target_shares.R
R/get_dividends.R
R/get_file_names.R
R/get_investment_irr.R
R/get_isins_missing_tickers.R
R/get_names.R
R/get_panels.R
R/get_path_names.R
R/get_portfolio_stats.R
R/get_previous_investments.R
R/get_previous_stock_splits.R
R/get_price_data.R
R/get_returns.R
R/get_ticker.R
R/get_transactions.R
R/init_portfolio_tracker.R
R/portfoliotracker.R
R/previous_investments.R
R/read_panels.R
R/rebalance_portfolio.R
R/stock_splits.R
R/transactions_statistics.R
R/utils-formatting.R
R/utils.R
README.md
README.rmd
_pkgdown.yml
codecov.yml
data-raw/isin_ticker_name_list_xetra_june2017.R
data/transactions.rda
docs/404.html
docs/LICENSE-text.html
docs/articles/PortfolioTracker.html
docs/articles/PortfolioTracker_files/header-attrs-2.11/header-attrs.js
docs/articles/Return.html
docs/articles/Return_files/header-attrs-2.11/header-attrs.js
docs/articles/index.html
docs/authors.html
docs/bootstrap-toc.css
docs/bootstrap-toc.js
docs/docsearch.css
docs/docsearch.js
docs/index.html
docs/link.svg
docs/pkgdown.css
docs/pkgdown.js
docs/pkgdown.yml
docs/reference/PortfolioTracker.html
docs/reference/add_ticker_manually.html
docs/reference/create_portfoliotracker_dir.html
docs/reference/get_complete_portfolio_panel.html
docs/reference/get_df_with_selected_time_period.html
docs/reference/get_dividends_max.html
docs/reference/get_file_names.html
docs/reference/get_irr.html
docs/reference/get_isins_missing_tickers.html
docs/reference/get_names.html
docs/reference/get_path_names.html
docs/reference/get_prices_from_yahoo.html
docs/reference/get_returns_all.html
docs/reference/get_roi_by_period.html
docs/reference/get_ticker_from_investing.html
docs/reference/get_ticker_from_xetra.html
docs/reference/get_transaction_statistics.html
docs/reference/get_ttwror.html
docs/reference/index.html
docs/reference/init_isin_ticker.html
docs/reference/rebalance_portfolio.html
docs/reference/transactions.html
docs/reference/update_latest_prices.html
docs/reference/update_prices_based_on_transactions.html
docs/reference/update_ticker_isin.html
docs/reference/write_all_value_panels.html
docs/reference/write_annualized_returns.html
docs/reference/write_complete_panel.html
docs/reference/write_complete_panels.html
docs/reference/write_current_portfolio.html
docs/reference/write_default_target_shares.html
docs/reference/write_dividend_by_month.html
docs/reference/write_dividend_by_yr.html
docs/reference/write_dividend_history.html
docs/reference/write_investment_value_panel.html
docs/reference/write_investment_value_panels.html
docs/reference/write_portfolio_return.html
docs/reference/write_portfolio_stats.html
docs/reference/write_previous_investments.html
docs/reference/write_price_panels.html
docs/reference/write_price_quantity_panel.html
docs/reference/write_price_quantity_panels.html
docs/reference/write_quantity_panel.html
docs/reference/write_quantity_panels.html
docs/reference/write_returns.html
docs/reference/write_roi_by_period.html
docs/reference/write_roi_by_period_all.html
docs/reference/write_twr_factors.html
docs/reference/write_value_panel.html
docs/reference/write_value_panel_all_types.html
inst/app/www/hex-PT.png
inst/extdata/isin_ticker_name_list_xetra_june2017.csv
inst/scripts/rebalance_my_portfolio.R
man/PortfolioTracker.Rd
man/add_ticker_manually.Rd
man/append_latest_prices.Rd
man/append_latest_prices_db.Rd
man/clean_column_names.Rd
man/clean_investment_names.Rd
man/compute_annualized_return.Rd
man/compute_annualized_returns.Rd
man/correct_quantity_panels_for_stock_splits.Rd
man/create_main_dir.Rd
man/create_main_files.Rd
man/create_user_dir.Rd
man/figures/hex-PT.png
man/format_current_portfolio.Rd
man/format_previous_investments.Rd
man/format_rebalanced_portfolio.Rd
man/format_return_tables.Rd
man/format_stock_splits.Rd
man/get_annual_returns.Rd
man/get_annualized_returns.Rd
man/get_available_price_date_range.Rd
man/get_complete_portfolio_panel.Rd
man/get_current_portfolio.Rd
man/get_current_stock_splits.Rd
man/get_db_file_names.Rd
man/get_db_main_path.Rd
man/get_db_names.Rd
man/get_db_path_names.Rd
man/get_default_target_shares.Rd
man/get_df_with_selected_time_period.Rd
man/get_dividends.Rd
man/get_dividends_by_month.Rd
man/get_dividends_by_year.Rd
man/get_dividends_max.Rd
man/get_investment_irr.Rd
man/get_isins_missing_tickers.Rd
man/get_portfolio_irr.Rd
man/get_portfolio_stats.Rd
man/get_portfolio_ttwror.Rd
man/get_previous_investments.Rd
man/get_previous_stock_splits.Rd
man/get_price_quantity_panel2.Rd
man/get_prices_from_yahoo.Rd
man/get_quantity_panel.Rd
man/get_returns_all.Rd
man/get_roi_by_period.Rd
man/get_stock_splits_from_yahoo.Rd
man/get_ticker_from_investing.Rd
man/get_ticker_from_xetra.Rd
man/get_ticker_prices.Rd
man/get_tickers_from_db.Rd
man/get_transaction_history.Rd
man/get_transaction_statistics.Rd
man/get_user_file_names.Rd
man/get_user_names.Rd
man/get_user_path_names.Rd
man/init_isin_ticker.Rd
man/init_portfolio_tracker.Rd
man/read_panels.Rd
man/rebalance_portfolio.Rd
man/transactions.Rd
man/update_db_prices_based_on_transactions.Rd
man/update_latest_prices.Rd
man/update_prices_based_on_transactions.Rd
man/update_ticker_isin.Rd
man/write_all_value_panels.Rd
man/write_annualized_returns.Rd
man/write_complete_panel.Rd
man/write_complete_panels.Rd
man/write_current_portfolio.Rd
man/write_default_target_shares.Rd
man/write_dividend_by_month.Rd
man/write_dividend_by_yr.Rd
man/write_dividend_history.Rd
man/write_investment_irr_all.Rd
man/write_investment_value_panel.Rd
man/write_investment_value_panels.Rd
man/write_portfolio_return.Rd
man/write_portfolio_stats.Rd
man/write_portfolio_twr_factors.Rd
man/write_previous_investments.Rd
man/write_price_panels.Rd
man/write_price_quantity_panel.Rd
man/write_price_quantity_panel2.Rd
man/write_price_quantity_panels.Rd
man/write_price_quantity_panels2.Rd
man/write_quantity_panel.Rd
man/write_quantity_panels.Rd
man/write_returns.Rd
man/write_roi_by_period.Rd
man/write_roi_by_period_all.Rd
man/write_value_panel.Rd
man/write_value_panel_all_types.Rd
portfoliotracker.Rproj
tests/testthat.R
tests/testthat/test-get_panels.R
tests/testthat/test-pt_workflow.R
tests/testthat/testdata/data/database/isin_ticker_db.csv
tests/testthat/testdata/data/database/prices/prices_EXS1.csv
tests/testthat/testdata/data/database/prices/prices_IS3N.csv
tests/testthat/testdata/data/database/prices/prices_NEH.csv
tests/testthat/testdata/data/database/prices/prices_SXRG.csv
tests/testthat/testdata/data/database/stock_splits_db.csv
tests/testthat/testdata/data/database/ticker_exchange_db.csv
tests/testthat/testdata/data/database/ticker_price_available_db.csv
tests/testthat/testdata/data/logs/isin_ticker_db_log.csv
tests/testthat/testdata/data/logs/stock_splits_db_log.csv
tests/testthat/testdata/data/logs/transaction_history_log.csv
tests/testthat/testdata/data/logs/user_update_log.csv
tests/testthat/testdata/data/user_credentials/user_cookies.csv
tests/testthat/testdata/data/user_credentials/user_database_encoded.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/complete_panel/complete_panel_EXS1_from_2015-08-13_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/complete_panel/complete_panel_IS3N_from_2019-11-06_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/complete_panel/complete_panel_NEH_from_2014-10-21_to_2014-12-09.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/complete_panel/complete_panel_SXRG_from_2019-10-23_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/current_portfolio.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/dividends/dividends_by_month.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/dividends/dividends_by_year.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/dividends/dividends_fullhistory.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/portfolio_stats.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/previous_investments.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/price_quantity_panel/pricequantity_panel_EXS1_from_2015-08-13_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/price_quantity_panel/pricequantity_panel_IS3N_from_2019-11-06_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/price_quantity_panel/pricequantity_panel_NEH_from_2014-10-21_to_2014-12-09.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/price_quantity_panel/pricequantity_panel_SXRG_from_2019-10-23_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/annual_returns.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/annualized_returns.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/daily_returns.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/investment_irr.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/monthly_returns.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/roi/return_on_investment_daily_EXS1_from_2015-08-13_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/roi/return_on_investment_daily_IS3N_from_2019-11-06_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/roi/return_on_investment_daily_NEH_from_2014-10-21_to_2014-12-09.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/roi/return_on_investment_daily_SXRG_from_2019-10-23_to_2023-02-03.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/returns/twr_portfolio_factors_daily.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/transactions/transaction_fullhistory.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/dividendvalue_panel_EXS1_from_2018-01-15_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/dividendvalue_panel_NEH_from_2014-12-05_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/purchasevalue_panel_EXS1_from_2015-08-13_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/purchasevalue_panel_IS3N_from_2019-11-06_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/purchasevalue_panel_NEH_from_2014-10-21_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/purchasevalue_panel_SXRG_from_2019-10-23_to_2023-02-06.csv
tests/testthat/testdata/data/user_data/test_user1/portfolio_1/value_panel/salevalue_panel_NEH_from_2014-12-09_to_2023-02-06.csv
tests/testthat/testdata/prices_EXS1.csv
tests/testthat/testdata/prices_IS3N.csv
tests/testthat/testdata/prices_NEH.csv
tests/testthat/testdata/prices_SXRG.csv
vignettes/.gitignore
vignettes/PortfolioTracker.Rmd
vignettes/Return.Rmd
