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Free/open source portfolio management software?


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  #1 (permalink)
 stockpapa 
Arizona and Nevada
 
Experience: Intermediate
Platform: NinjaTrader
Trading: stocks
Posts: 23 since Jun 2012
Thanks Given: 15
Thanks Received: 6

What are some good free or open source portfolio management programs? Want capability to import trades from CSV file and be able to see P&L etc. I'd prefer a stand-alone program rather than one that is also a trading platform, but I'm open to complete trading platforms if that is the best option.

For example, here's some I found:
https://code.google.com/archive/p/stock-portfolio-manager
https://jstock.sourceforge.net/


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  #3 (permalink)
enolo
Atlanta Georgia
 
Posts: 4 since Oct 2012
Thanks Given: 3
Thanks Received: 1


i was just lokking for the same thing i have downloaded js stock but havent used it

Random list I found on sourgeforce net



Quoting 
sourceforge.net/directory/business-enterprise/financial/investment/os:linuxfreshness%3Arecently-updated/freshness:recently-updated/

Most programs are for linux so the follwing list is the same


Quoting 
sourceforge.net/directory/business-enterprise/financial/investment/os:linux/freshness:recently-updated/

ps cant post links


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  #4 (permalink)
 bartokInD 
Toronto Canada
 
Posts: 9 since Nov 2012

hello,

R has a package called 'portfolio' that can be used to analyse and implement equity portfolios. R has also has functions for reading csv files.

If you're not familiar with the R language. It's open source, and there's a lot of resources available for learning it.

good luck


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Last Updated on November 30, 2012


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