investment-management

Entropy Pooling views and stress testing combined with Conditional Value-at-Risk (CVaR) portfolio optimization in Python.

Entropy Pooling in Python with a BSD 3-Clause license.

Python wrapper for the Tradier brokerage API

PDF Statement Data Extractor and Analyzer. A Python script for extracting and analyzing financial data from PDF statements, with a focus on Schwab statements.

This repository contains the code accompanying the case study featured in the CFA Institute Research and Policy Center report, Reframing Financial Markets as Complex Systems

Production-ready finance library for portfolio construction, risk analytics, and quantitative metrics. Modular TypeScript toolkit for DeFi and TradFi risk assessment.

A plan to invest in stock via group pool(backend down due to unforseen cicumstances)

This Git repository contains the code and documentation for an investment portfolio management project. The project aims to provide professional consultation to two different investors, Mr. Patrick Jyenger and Mr. Peter Jyenger, based on their unique financial objectives.

An automated email system tailored for investors. Built in Python, this platform specializes in investment tracking, email notifications, and investor management.

Investment Management with Python and Machine Learning

TaxTracker: Characterize capital gains and qualify dividends based on trading activity.

Open Investment Model (OpenIM): an open, vendor-neutral reference model for institutional investment management.

Website of the Center for Investment Management (CIM) at HKU Business School (HKUBS)

InfinityTerminal - A beginner-friendly Stock Market Simulator PC App with Portfolio Management Tools for Mock Trading on NSE Stocks and Indices.

Yardi Systems, Inc. (Goleta, California) builds the investment and property management software that residential, commercial, affordable housing, public housing, military housing, self-storage, coworking and senior living operators run as their system of record — Voyager, Breeze, RentCafe, Elevate, Investment Suite, Matrix, Kube and Virtuoso.

💰AI-driven web interface integrates Ministry of Finance pension data, providing personalized fund recommendations and interactive analysis tools for informed retirement planning decisions.

Digital Utopia is a Next.js-based platform empowering users to achieve financial independence through cryptocurrency trading. It offers a comprehensive suite of tools for managing deposits, withdrawals, trade results, and educational resources, all within a secure and user-friendly interface.

Comprehensive personal finance platform: investment portfolio tracking (stocks, crypto), cash flow management, subscription/installment billing, and real-time financial analytics with FIFO cost calculations.

Dashboard prepared for investment managers to assess the performance of the stocks and analyze the prior trends and any expected volatality.

《轻量级股权投资管理系统》是一套轻量级的股权投资项目管理，基金运营软件解决方案。它面向股权投资基金公司，为其提供一系列的日常业务管理工具，让业务开展和团队协作更高效，轻松，智能。