All functions |
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Add ISIN-ticker pairs to table |
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Append most recent prices to existing files |
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Append most recent prices to existing files |
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Format column names of a data frame |
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Clean names of investments |
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Compute annualized return based on daily returns for vector |
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Compute annualized returns based on daily returns for matrix or xts |
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Get quantity panel for ticker corrected for stock splits |
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Create main directory of the Portfolio Tracker |
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Create main files of the Portfolio Tracker |
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Create directory of the user |
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Format current portfolio |
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Format previous investment portfolio |
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Format rebalanced portfolio |
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Format table with returns |
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Format current or previous stock splits |
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Get annual returns |
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Get annualized returns |
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Get dates of available prices for all tickers in database |
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Get complete portfolio panel |
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Get current portfolio |
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Get current stock splits |
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Get file names for files in shared database |
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Get database path for main directory |
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Get path and file names for main directory |
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Get path names for main directory |
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Get default target shares |
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Get data frame for specified time period |
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Get dividend history |
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Get dividends by month |
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Get dividends by year |
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Get total dividend payments |
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Get investment IRR for all tickers |
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Get ISINs with missing tickers |
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Get internal rate of return (IRR) of total portfolio |
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Get portfolio statistics |
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Get true time-weighted rate of return (TTWROR) of total portfolio |
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Get previous investments |
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Get previous stock splits |
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Get panel for the product of prices and quantity for input ticker |
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Get prices for a given ticker from the Yahoo Finance API |
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Get quantity panel for ticker |
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Get all returns (daily, monthly, annual) for ticker |
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Get cumulative return on investment for specific period |
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Get stock splits from the Yahoo Finance API |
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Get ticker based on ISIN by crawling investing.com |
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Get ticker based on ISIN by crawling the Xetra website |
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Get prices from the Yahoo Finance API fast and simple |
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Get transactions with tickers |
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Get transaction history |
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get transaction statistics |
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Get file names for files in user directory |
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Get user-specific path and file names |
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Get path names for user directory |
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Create ISIN-ticker table as csv if no such file exists |
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Initiate Portfolio Tracker |
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Read panels |
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Produces a suggestion to rebalance your portfolio |
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Details on nine transactions extracted from bank statements |
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Update and store prices in database based on new transactions |
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Update most recent prices and store in csv files |
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Update and store prices as csv based on new transactions |
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Update ISIN-ticker table |
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Write all value panels for purchase, dividend and sales transactions for all tickers |
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Write annualized returns to a csv file |
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Write complete panel to a csv file |
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Write complete panels to a csv file |
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Write current portfolio investments to a csv file |
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Write default target shares to csv file |
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Write dividend payments by month to a csv file |
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Write dividend payments by year to a csv file |
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Write history of dividends in a csv file |
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Write IRRs for all tickers to csv files |
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Write investment value panel for given ticker to csv file |
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Write investment value panels for all tickers to csv files |
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Write portfolio return to a csv file |
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Write portfolio statistics |
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Write TWR factors on daily basis for portfolio |
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Write previous portfolio investments to a csv file |
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Write price panels for all tickers to csv files |
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Write panel for the product of prices and quantity for input ticker as csv |
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Write panel for the product of prices and quantity for input ticker as csv |
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Write panels for the product of prices and quantity for all tickers as csv |
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Write panels for the product of prices and quantity for all tickers as csv |
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Write quantity panel for ticker |
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Write full history of quantities for all tickers as csv |
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Write returns for all tickers to csv files |
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Write cumulative daily investment returns to a csv file |
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Write cumulative daily investment returns for all tickers to a csv file |
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Write value panel for purchase, dividend and sales transactions for given ticker |
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Write value panels for purchase, dividend and sales transactions for given ticker |