Search Results for "portfolio" - Page 2
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Showing 39 open source projects for "portfolio"
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Accounting practice management softwareCanopy is a cloud-based practice management software for accounting and tax firms, offering tools for client engagement, document management, workflow automation, and time & billing. Its Client Engagement platform centralizes interactions with a secure portal, customizable branding, and email integration, while the Document Management system enables organized, paperless file storage. The Workflow module enhances visibility into tasks and projects through templates, task assignments, and automation, reducing human error. Additionally, the Time & Billing feature tracks billable hours, generates invoices, and processes payments, ensuring accurate financial management. With its comprehensive features, Canopy streamlines operations, reduces stress, and enhances client experiences.
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Your go-to FinOps platformUnlike reporting-only FinOps tools, FinOpsly unifies cloud (AWS, Azure, GCP), data (Snowflake, Databricks, BigQuery), and AI costs into a single system of action — enabling teams to plan spend before it happens, automate optimization safely, and prove value in weeks, not quarters.
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pyfolio
Portfolio and risk analytics in Python
pyfolio is a Python library for performance and risk analysis of financial portfolios developed by Quantopian Inc. It works well with the Zipline open source backtesting library. At the core of pyfolio is a so-called tear sheet that consists of various individual plots that provide a comprehensive image of the performance of a trading algorithm. Here's an example of a simple tear sheet analyzing a strategy. Quantopian also offers a fully managed service for professionals that includes... -
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Portfolio-Generator
Portfolios Made Easy, Generate portfolios in 3 easy steps
A webapp made in Django to generate a portfolio. -
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CreditAnalytics
Full featured financial fixed-income, credit, and bond analytics/risk
...In particular, CreditAnalytics provides analytics to value liquid products (CDS, CDX, CDO, and bonds of all types and variants) and semi-liquid/custom products (single credit forwards and options, and portfolio credit forwards, options, tranches, and other structures). -
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apm
Application Portfolio Manager
Application Portfolio Manager gives you the ability to enter data relating to your applications and the hardware on which they reside. You can then easily search on either the application or equipment to determine the possible effects of changes within your systems. Written using the web2py framework available at www.web2py.com -
Transform months of data modeling and coding into days.Efficiently model your business and data models, and generate code for your data pipelines, data lakehouse, and analytical applications
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Trading system written in Python including Quotes Management, Historical and live data, Import/Export data, Charting, Candlestick, Technical analysis, automated alerts, portfolio management, risk management, currency exchange, and much much more ...
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Portfolio Optimizer Software. Automatically calculates the best asset combination for a given portfolio, expected return, risk and Sharpe ratio. Performs Monte Carlo simulation of thousands of different portfolios.
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Frugal is a simple yet powerful personal finance and stock portfolio management application. It provides quick on-line stock quote and currency rate updates and easy to understand graphical and textual views of your financial situation.
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Investment firms have largely managed to industrialize or outsource their back-office activities.It is now time for them to go for the next step :the automation of middle-office activities such as portfolio reporting or investment performance calculation
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Cloud-Based Software Licensing - Zentitle by Nalpeiron1000’s software companies have used Zentitle to launch new software products fast and control their entitlements easily - many going from startup to IPO on our platform. Our software monetization infrastructure allows you to easily build or
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The StockTools project provides open-source tools for the fundamental analysis of stocks for the purposes of buying and maintaining a strong, well-balanced portfolio. The tools are particularly appropriate for investment clubs. Will work with .ssg file
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Design and develop Recommendation and Adaptive Prediction Engines to address eCommerce opportunities. Build a portfolio of engines by creating and porting algorithms from multiple disciplines to a usable form. Try to solve NetFlix and other challenges.
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A collection of portfolio management components. Sharpe Model for selection of an initial portfolio is already implemented. A genetic algorithms package, also written in java, is used for the search of the best portfolio variants.
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A python program to view and track a portfolio of stocks. The eventual intent is to evolve it into a suite of commandline tools to view financial data. Project will eventually include tools for generating amoritization schedules, reviewing employee sto
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A multithreaded GNOME-Python application to monitor stock and option prices using data from free web sites. Also tracks a portfolio of selected stocks.
