django-openportfolio 0.1.0

#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/