#Open Portfolio
Open source django project for portfolio management. Aims to open up asset management tools used by professional fund managers.
More information at: [project homepage](http://evandavey.github.com/OpenPortfolio/)
#Change History
v0.1:
- 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
#Installation
See [installation](http://evandavey.github.com/OpenPortfolio/installation.html)
#Project documentation
See [project docs](http://evandavey.github.com/OpenPortfolio/)
#Author
Evan Davey, evan.j.davey@gmail.com, www.twitter.com/evanjdavey/
1 maintainer
Metadata
1 maintainer
Release files for django-openportfolio 0.1.0
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