A simple tool for tracking and analysing the performance of investment portfolios.
This package provides the user with the functionality to make deposits and withdrawals of funds into one or more investment portfolios. The overall value of the portfolios can be updated over time based on the market value of the underlying assets, and these transactions are logged and saved.
The package also contains various methods for calculating the rate of return of the user’s portfolios. These methods include a simple percentage return calculator and a more sophisticated time-weighted return calculator.
Example usage of the package can be found in the Jupyter Notebooks within portfolio-manager/notebooks, in the GitHub repo (link below).
The source code is currently hosted on GitHub at: https://github.com/J-Curwell/portfolio-manager
Binary installers for the latest released version are available at the Python Package Index (PyPI).
# PyPI
pip install portfolio-managerMIT license