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A django app to import gnucash data for budgeting and reporting

Project description

#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](

#Change History


  • 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


See [installation](

#Project documentation

See [project docs](


Evan Davey,,

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