django-openportfolio is an open source Django project for portfolio management. Aims to open up asset management tools used by professional fund managers.
More information at: project homepage
Product's homepage
Requirements:
· Python
· Django
What's New in This Release: [ read full changelog ]
· implements basic functionality
· create / edit objects through the django admin interface
· trades can be uploaded as csv or ofx
· portfolios can be grouped and assigned benchmarks
· handles investments and reporting in cross currencies
· management command to download prices, can be run as a scheduled task
· Highcharts price charts for portfolios and investments
· benchmark relative portfolio report showing holdings and returns over time
· investment report showing price chart and other pricing data
· pandas dataframes and panels used in backend giving substantial flexibility for future reporting enhancements (such as risk calculations, risk weighting analysis, gips compliant returns calcs...)
· fifo / lifo trade allocations for profit calculations
Find us on Google+
