JerryChenz / Invest_Proc_Open

Investment Process tool for analyzing and managing potential opportunities and current holdings.

Invest_Proc_Open

Public equity Investment Management tool for potential opportunities and current holdings.

Summary

Workflow

Data sources

• Yahoo finance (yfinance)
• FMP API (WIP)
• Bloomberg API (WIP)
• Wind (WIP)

Installation

TBA

Roadmap

• Preview Version 2023-01-05
  • Stock Screener available for use

Possible extensions for multi-assets management

Public:

• Bonds
• REITs Private:
• Private equity
• Private credit
• Real estate