Man pages for lorenzbr/PortfolioTracker
Track the Performance of Your Investment Portfolio
| add_ticker_manually | Add ISIN-ticker pairs to table |
| append_latest_prices | Append most recent prices to existing files |
| append_latest_prices_db | Append most recent prices to existing files |
| clean_column_names | Format column names of a data frame |
| clean_investment_names | Clean names of investments |
| compute_annualized_return | Compute annualized return based on daily returns for vector |
| compute_annualized_returns | Compute annualized returns based on daily returns for matrix... |
| correct_quantity_panels_for_stock_splits | Get quantity panel for ticker corrected for stock splits |
| create_main_dir | Create main directory of the Portfolio Tracker |
| create_main_files | Create main files of the Portfolio Tracker |
| create_user_dir | Create directory of the user |
| format_current_portfolio | Format current portfolio |
| format_previous_investments | Format previous investment portfolio |
| format_rebalanced_portfolio | Format rebalanced portfolio |
| format_return_tables | Format table with returns |
| format_stock_splits | Format current or previous stock splits |
| get_annualized_returns | Get annualized returns |
| get_annual_returns | Get annual returns |
| get_available_price_date_range | Get dates of available prices for all tickers in database |
| get_complete_portfolio_panel | Get complete portfolio panel |
| get_current_portfolio | Get current portfolio |
| get_current_stock_splits | Get current stock splits |
| get_db_file_names | Get file names for files in shared database |
| get_db_main_path | Get database path for main directory |
| get_db_names | Get path and file names for main directory |
| get_db_path_names | Get path names for main directory |
| get_default_target_shares | Get default target shares |
| get_df_with_selected_time_period | Get data frame for specified time period |
| get_dividends | Get dividend history |
| get_dividends_by_month | Get dividends by month |
| get_dividends_by_year | Get dividends by year |
| get_dividends_max | Get total dividend payments |
| get_investment_irr | Get investment IRR for all tickers |
| get_isins_missing_tickers | Get ISINs with missing tickers |
| get_portfolio_irr | Get internal rate of return (IRR) of total portfolio |
| get_portfolio_stats | Get portfolio statistics |
| get_portfolio_ttwror | Get true time-weighted rate of return (TTWROR) of total... |
| get_previous_investments | Get previous investments |
| get_previous_stock_splits | Get previous stock splits |
| get_price_quantity_panel2 | Get panel for the product of prices and quantity for input... |
| get_prices_from_yahoo | Get prices for a given ticker from the Yahoo Finance API |
| get_quantity_panel | Get quantity panel for ticker |
| get_returns_all | Get all returns (daily, monthly, annual) for ticker |
| get_roi_by_period | Get cumulative return on investment for specific period |
| get_stock_splits_from_yahoo | Get stock splits from the Yahoo Finance API |
| get_ticker_from_investing | Get ticker based on ISIN by crawling investing.com |
| get_ticker_from_xetra | Get ticker based on ISIN by crawling the Xetra website |
| get_ticker_prices | Get prices from the Yahoo Finance API fast and simple |
| get_tickers_from_db | Get transactions with tickers |
| get_transaction_history | Get transaction history |
| get_transaction_statistics | get transaction statistics |
| get_user_file_names | Get file names for files in user directory |
| get_user_names | Get user-specific path and file names |
| get_user_path_names | Get path names for user directory |
| init_isin_ticker | Create ISIN-ticker table as csv if no such file exists |
| init_portfolio_tracker | Initiate Portfolio Tracker |
| PortfolioTracker | 'PortfolioTracker' package |
| read_panels | Read panels |
| rebalance_portfolio | Produces a suggestion to rebalance your portfolio |
| transactions | Details on nine transactions extracted from bank statements |
| update_db_prices_based_on_transactions | Update and store prices in database based on new transactions |
| update_latest_prices | Update most recent prices and store in csv files |
| update_prices_based_on_transactions | Update and store prices as csv based on new transactions |
| update_ticker_isin | Update ISIN-ticker table |
| write_all_value_panels | Write all value panels for purchase, dividend and sales... |
| write_annualized_returns | Write annualized returns to a csv file |
| write_complete_panel | Write complete panel to a csv file |
| write_complete_panels | Write complete panels to a csv file |
| write_current_portfolio | Write current portfolio investments to a csv file |
| write_default_target_shares | Write default target shares to csv file |
| write_dividend_by_month | Write dividend payments by month to a csv file |
| write_dividend_by_yr | Write dividend payments by year to a csv file |
| write_dividend_history | Write history of dividends in a csv file |
| write_investment_irr_all | Write IRRs for all tickers to csv files |
| write_investment_value_panel | Write investment value panel for given ticker to csv file |
| write_investment_value_panels | Write investment value panels for all tickers to csv files |
| write_portfolio_return | Write portfolio return to a csv file |
| write_portfolio_stats | Write portfolio statistics |
| write_portfolio_twr_factors | Write TWR factors on daily basis for portfolio |
| write_previous_investments | Write previous portfolio investments to a csv file |
| write_price_panels | Write price panels for all tickers to csv files |
| write_price_quantity_panel | Write panel for the product of prices and quantity for input... |
| write_price_quantity_panel2 | Write panel for the product of prices and quantity for input... |
| write_price_quantity_panels | Write panels for the product of prices and quantity for all... |
| write_price_quantity_panels2 | Write panels for the product of prices and quantity for all... |
| write_quantity_panel | Write quantity panel for ticker |
| write_quantity_panels | Write full history of quantities for all tickers as csv |
| write_returns | Write returns for all tickers to csv files |
| write_roi_by_period | Write cumulative daily investment returns to a csv file |
| write_roi_by_period_all | Write cumulative daily investment returns for all tickers to... |
| write_value_panel | Write value panel for purchase, dividend and sales... |
| write_value_panel_all_types | Write value panels for purchase, dividend and sales... |
