{"repo":"KonishchevDmitry/investments","free":true,"listed":false,"github":"https://github.com/KonishchevDmitry/investments","clone":"git clone https://github.com/KonishchevDmitry/investments.git","description":"Helps you with managing your investments","language":"Rust","stars":551,"topics":["finance","investments","stocks","interactive-brokers","tax-statement","asset-allocation","portfolio-optimization","portfolio-rebalancing"],"license":null,"category":"trading","readme_excerpt":"Investments Helps you with managing your investments: Analysis: calculates average rate of return from cash investments by comparing portfolio performance to performance of a bank deposit in USD and RUB currency with exactly the same investments and monthly capitalization. Considers taxes, commissions, dividends, tax deductions and optionally inflation when calculates portfolio performance. Backtesting: backtests you portfolio against configured benchmarks. Portfolio rebalancing: instructs you which orders you have to submit to make your portfolio in order with your asset allocation. Stock selling simulation: calculates revenue, profit, taxes and real profit percent which considers taxes into account. Automatic tax statement generation: reads broker statements and alters .deX file (created by Russian tax program named Декларация) by adding all required information about income from stock selling, paid dividends and idle cash interest. Bank deposits control: view opened bank deposits all in one place and get notified about upcoming deposit closures. Metrics: exports analysis results in Prometheus format. Targeted for Russian investors who use Firstrade, Interactive Brokers, БКС, Сбер, Т-Банк or non-exchange-traded unit investment funds. Installation See installation instructions. Configuration Create /.investments/config.yaml configuration file. See example which contains typical configuration for each broker, tax exemptions that are applicable to the account and more. Don't f","default_branch":null,"files":null,"tree":[],"storefront":"/r/KonishchevDmitry","claimed":false,"request_supported":{"post":"https://gitbuyer.com/r/KonishchevDmitry/investments/request-supported","requests":0},"note":"indexed from public GitHub; nothing is for sale on this page. Clone it from GitHub. Paid listings live at /search."}