portfolio-plan

A Python package for creating, analyzing and visualizing investment strategies. Portfolio-plan allows users to define portfolios with custom asset allocations, simulate investment plans over time periods, calculate returns, and compare historical performance against benchmarks

Contents:

• Getting Started
  • Installation
  • Documentation
  • Development
• User Guide
  • Defining a Portfolio
  • Defining a Plan
  • Returns
  • Combining plans
  • Comparing FinancialSeries
  • Information Ratio
• API
  • Plan
  • Financial Series
  • Ratios
  • Resource
  • Utilities
  • Visualisation

Getting started

New to portfolio-plan? Jump to getting started plan

To the getting started guides

User Guide

Common usage guide

To the user guide

API reference

Description of the portfolio-plan API

To the API reference guide