All functions

PortfolioTracker

PortfolioTracker package

add_ticker_manually()

Add ISIN-ticker pairs to table

append_latest_prices()

Append most recent prices to existing files

append_latest_prices_db()

Append most recent prices to existing files

clean_column_names()

Format column names of a data frame

clean_investment_names()

Clean names of investments

compute_annualized_return()

Compute annualized return based on daily returns for vector

compute_annualized_returns()

Compute annualized returns based on daily returns for matrix or xts

correct_quantity_panels_for_stock_splits()

Get quantity panel for ticker corrected for stock splits

create_main_dir()

Create main directory of the Portfolio Tracker

create_main_files()

Create main files of the Portfolio Tracker

create_user_dir()

Create directory of the user

format_current_portfolio()

Format current portfolio

format_previous_investments()

Format previous investment portfolio

format_rebalanced_portfolio()

Format rebalanced portfolio

format_return_tables()

Format table with returns

format_stock_splits()

Format current or previous stock splits

get_annual_returns()

Get annual returns

get_annualized_returns()

Get annualized returns

get_available_price_date_range()

Get dates of available prices for all tickers in database

get_complete_portfolio_panel()

Get complete portfolio panel

get_current_portfolio()

Get current portfolio

get_current_stock_splits()

Get current stock splits

get_db_file_names()

Get file names for files in shared database

get_db_main_path()

Get database path for main directory

get_db_names()

Get path and file names for main directory

get_db_path_names()

Get path names for main directory

get_default_target_shares()

Get default target shares

get_df_with_selected_time_period()

Get data frame for specified time period

get_dividends()

Get dividend history

get_dividends_by_month()

Get dividends by month

get_dividends_by_year()

Get dividends by year

get_dividends_max()

Get total dividend payments

get_investment_irr()

Get investment IRR for all tickers

get_isins_missing_tickers()

Get ISINs with missing tickers

get_portfolio_irr()

Get internal rate of return (IRR) of total portfolio

get_portfolio_stats()

Get portfolio statistics

get_portfolio_ttwror()

Get true time-weighted rate of return (TTWROR) of total portfolio

get_previous_investments()

Get previous investments

get_previous_stock_splits()

Get previous stock splits

get_price_quantity_panel2()

Get panel for the product of prices and quantity for input ticker

get_prices_from_yahoo()

Get prices for a given ticker from the Yahoo Finance API

get_quantity_panel()

Get quantity panel for ticker

get_returns_all()

Get all returns (daily, monthly, annual) for ticker

get_roi_by_period()

Get cumulative return on investment for specific period

get_stock_splits_from_yahoo()

Get stock splits from the Yahoo Finance API

get_ticker_from_investing()

Get ticker based on ISIN by crawling investing.com

get_ticker_from_xetra()

Get ticker based on ISIN by crawling the Xetra website

get_ticker_prices()

Get prices from the Yahoo Finance API fast and simple

get_tickers_from_db()

Get transactions with tickers

get_transaction_history()

Get transaction history

get_transaction_statistics()

get transaction statistics

get_user_file_names()

Get file names for files in user directory

get_user_names()

Get user-specific path and file names

get_user_path_names()

Get path names for user directory

init_isin_ticker()

Create ISIN-ticker table as csv if no such file exists

init_portfolio_tracker()

Initiate Portfolio Tracker

read_panels()

Read panels

rebalance_portfolio()

Produces a suggestion to rebalance your portfolio

transactions

Details on nine transactions extracted from bank statements

update_db_prices_based_on_transactions()

Update and store prices in database based on new transactions

update_latest_prices()

Update most recent prices and store in csv files

update_prices_based_on_transactions()

Update and store prices as csv based on new transactions

update_ticker_isin()

Update ISIN-ticker table

write_all_value_panels()

Write all value panels for purchase, dividend and sales transactions for all tickers

write_annualized_returns()

Write annualized returns to a csv file

write_complete_panel()

Write complete panel to a csv file

write_complete_panels()

Write complete panels to a csv file

write_current_portfolio()

Write current portfolio investments to a csv file

write_default_target_shares()

Write default target shares to csv file

write_dividend_by_month()

Write dividend payments by month to a csv file

write_dividend_by_yr()

Write dividend payments by year to a csv file

write_dividend_history()

Write history of dividends in a csv file

write_investment_irr_all()

Write IRRs for all tickers to csv files

write_investment_value_panel()

Write investment value panel for given ticker to csv file

write_investment_value_panels()

Write investment value panels for all tickers to csv files

write_portfolio_return()

Write portfolio return to a csv file

write_portfolio_stats()

Write portfolio statistics

write_portfolio_twr_factors()

Write TWR factors on daily basis for portfolio

write_previous_investments()

Write previous portfolio investments to a csv file

write_price_panels()

Write price panels for all tickers to csv files

write_price_quantity_panel()

Write panel for the product of prices and quantity for input ticker as csv

write_price_quantity_panel2()

Write panel for the product of prices and quantity for input ticker as csv

write_price_quantity_panels()

Write panels for the product of prices and quantity for all tickers as csv

write_price_quantity_panels2()

Write panels for the product of prices and quantity for all tickers as csv

write_quantity_panel()

Write quantity panel for ticker

write_quantity_panels()

Write full history of quantities for all tickers as csv

write_returns()

Write returns for all tickers to csv files

write_roi_by_period()

Write cumulative daily investment returns to a csv file

write_roi_by_period_all()

Write cumulative daily investment returns for all tickers to a csv file

write_value_panel()

Write value panel for purchase, dividend and sales transactions for given ticker

write_value_panel_all_types()

Write value panels for purchase, dividend and sales transactions for given ticker