Search Results for "investment"
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Showing 522 open source projects for "investment"
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OpenBB Terminal
Investment research for everyone, anywhere
...This is ideal for finance content creation. Create notebook templates (through papermill) which can be run on different tickers. This level of automation allows to speed up the development of your investment thesis and reduce human error. -
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Wealthfolio
A Beautiful Private and Secure Desktop Investment Tracking Application
...Gather all your investment and savings accounts in one place. See everything at a glance, from stocks to savings! Import your statements from your broker or bank. Track your accounts' holdings and performance over time. See how a particular account is performing, and how it's changing over time. -
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Qlib
Qlib is an AI-oriented quantitative investment platform
Qlib is an AI-oriented quantitative investment platform, which aims to realize the potential, empower the research, and create the value of AI technologies in quantitative investment. With Qlib, you can easily try your ideas to create better Quant investment strategies. An increasing number of SOTA Quant research works/papers are released in Qlib. With Qlib, users can easily try their ideas to create better Quant investment strategies. -
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Portfolio Performance
Track and evaluate the performance of your investment portfolio
Portfolio Performance: Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. Performance indicators like that True-Time Weighted Rate of Return or the internal rate of return ( Internal rate of return ) are calculated. Historical courses are automatically run by Yahoo Finance loaded or can be extracted from any HTML pages. Due to the open file format, all data is available as XML available or can be used as CSV be exported. ... -
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zhengxi-views
Zheng Xi (Efonda Fund Manager) Investment Research Agent Skill
zhengxi-views is a traceable investment research Agent Skill centered on the public views of Zheng Xi, a fund manager at E Fund. It is built to reduce unsupported AI answers by grounding responses in original public statements, fund reports, interviews, and documented methodology. The project organizes a corpus of Zheng Xi’s views from 2012 to 2026, then connects those materials to an extracted investment framework. -
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AI Berkshire
AI-era Berkshire: a value investing research framework
...The framework covers company research, earnings review, industry screening, portfolio thinking, management analysis, and investment checklists. It is best understood as a research and decision-support system rather than a source of financial advice. -
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KIS Open API
Korea Investment & Securities Open API Github
The open-trading-api repository from Korea Investment & Securities provides sample code and developer resources for interacting with the KIS Developers Open Trading API, which enables programmatic access to financial market data and automated trading functionality. The project is designed primarily for Python developers and AI automation environments that want to build investment applications, algorithmic trading systems, or financial analytics tools using the brokerage’s infrastructure. ... -
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InvestBrain
LLM-enabled investment tracker that consolidates market performance
InvestBrain is a financial portfolio management and investment insight platform designed to help individual investors track assets, analyze performance, and explore data-driven insights across markets. It provides tools to import financial data such as stocks, cryptocurrencies, or ETFs, maintain watchlists, and view performance summaries that highlight gains, losses, allocations, and historical trends. -
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Finance
150+ quantitative finance Python programs
Finance is a repository that compiles structured notes and educational material related to financial analysis, markets, and quantitative finance concepts. The project focuses on explaining key principles used in finance and investment analysis, including topics such as financial statements, valuation models, portfolio theory, and financial markets. The repository is designed as a study reference for students and professionals who want to understand financial systems and the analytical frameworks used in financial decision-making. It organizes concepts into structured documents that explain both theoretical principles and practical calculations used in finance. ... -
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WYGIWYH
A simple but powerful self-hosted finance tracker
...Based on a philosophy that you should use what you earn each month for that month, it helps you understand where your funds go while keeping savings clearly separated so they aren’t accidentally dipped into for everyday expenses. The app supports multiple currencies, customizable transaction types, and built-in tools like dollar-cost averaging tracking to help you see investment activity alongside regular expenses, making it flexible for real world financial situations and global use. Its interface is designed to prioritize clarity and ease of entry, so you can quickly record and review spending without being overwhelmed by features you don’t need. -
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Claude for Financial Services
Reference agents, skills, and data for the financial-services
Claude for Financial Services is an open-source collection of AI agents, plugins, and workflow templates designed to transform Claude into a specialized assistant for financial services professionals. The project targets domains such as investment banking, equity research, private equity, and wealth management by providing reusable prompts, structured workflows, and domain-specific analytical skills. It supports deployment either as Claude Cowork plugins or through the Claude Managed Agents API, allowing organizations to integrate the same logic into internal systems and automation pipelines. ... -
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Roboquant
User-friendly and completely free algorithmic trading platform
Roboquant is an open-source algorithmic trading platform written in Kotlin. It is flexible, user-friendly and completely free to use. It is designed for anyone serious about algo-trading. So whether you are a beginning retail trader or an established trading firm, Roboquant can help you to quickly develop robust and fully automated trading strategies. But perhaps most important of all, it is blazingly fast. Roboquant is orders of magnitude faster than most other algo-trading platforms. With... -
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Ghostfolio
Open Source Wealth Management Software. Angular + NestJS + Prisma
Ghostfolio is an open-source wealth management software built with web technology. The application empowers busy people to keep track of stocks, ETFs or cryptocurrencies and make solid, data-driven investment decisions. The software is designed for personal use in continuous operation. Ghostfolio is a privacy-first, open-source dashboard for your personal finances. Break down your asset allocation, know your net worth and make solid data-driven investment decisions. Ghostfolio empowers busy people to keep track of stocks, ETFs, or cryptocurrencies without being tracked. ... -
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Unstoppable Wallet Android
A powerful non-custodial multi-wallet for Bitcoin, Ethereum, Binance
Unstoppable wallet is purposely built as a decentralized management tool for cryptocurrencies. It is engineered to serve privacy-conscious individuals looking to manage and invest in Bitcoin, Ethereum and other cryptocurrencies in a sovereign and professional manner. Capital Should Be Free. It’s built to provide users with genuinely independent control over their capital. Capital Should Be Borderless. It works outside the traditional finance layer and acts as a Swiss knife to the world of... -
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Zoom Investment Portfolio Manager
Record your investments in stocks, shares and funds
DESCRIPTION A simple to use manager for your investments in stocks, shares and funds. Unlike web based portfolios your data is kept confidential, stored on your own computer. -
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tickflow-stock-panel
Self-hosted, zero-operation A-share quantitative workbench
...It also uses LLM capabilities for strategy generation, stock analysis, financial interpretation, and market recap workflows. The project is for learning and quantitative research only, and its backtests or AI outputs should not be treated as investment advice. -
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OpenBB
Investment Research for Everyone, Everywhere
Customize and speed up your analysis, bring your own data, and create instant reports to gain a competitive edge. Whether it’s a CSV file, a private endpoint, an RSS feed, or even embed an SEC filing directly. Chat with financial data using large language models. Don’t waste time reading, create summaries in seconds and ask how that impacts investments. Create your dashboard with your favorite widgets. Create charts directly from raw data in seconds. Create charts directly from raw data in... -
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Gitness
Gitness is an Open Source developer platform with Source Control
Gitness is an open source development platform packed with the power of code hosting and automated DevOps pipelines. Gitness represents a massive investment in the next generation of drones. Where Drone focuses on continuous integration, Gitness adds source code hosting, bringing code management and pipelines closer together. The goal is for Gitness to eventually be at full parity with Drone in terms of pipeline capabilities, allowing users to seamlessly migrate from Drone to Gitness. -
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ValueCell
Community-driven, multi-agent platform for financial applications
ValueCell is a community-driven multi-agent AI platform focused on financial research, analysis, and decision-making that lets users leverage multiple specialized AI agents for tasks like data retrieval, investment research, strategy execution, and market tracking. The system brings together a suite of collaborative agents—such as research agents that gather and interpret fundamentals, strategy agents that implement trading logic, and news agents that deliver personalized updates—to help users make more informed financial decisions across stocks, crypto, and other markets. ... -
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AI Hedge Fund
An AI Hedge Fund Team
...Its structure is educational: intended more as a proof-of-concept than a ready-to-use financial product, giving learners insight into the mechanics of quantitative finance automation. The project underlines AI’s potential in investment strategies but also carries disclaimers that it is for research and not financial advice. The implementation is designed so developers can study the pipeline end-to-end: from data ingestion through modeling to simulated portfolio management. -
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Vibe-Trading
Vibe-Trading: Your Personal Trading Agent
Vibe-Trading is an AI-powered multi-agent financial workspace that converts natural language inputs into executable trading strategies and market analysis. It allows users to describe investment ideas in plain language, which are then translated into code, backtested, and evaluated across global markets. The platform integrates multiple data sources, including equities, crypto, and derivatives, with automatic fallback mechanisms. It features a swarm-based architecture with prebuilt expert agent teams for research, trading, and risk management. ... -
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Fincept Terminal
FinceptTerminal is a modern finance application
Fincept Terminal is an open-source financial intelligence platform aimed at bringing powerful market analysis and investment research tools to a broad audience without the prohibitive cost of proprietary terminals. The project provides both command-line and graphical interfaces that let users access real-time market data, economic indicators, and advanced analytics directly from a unified terminal environment, supporting stocks, forex, commodities, and more. -
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itr-wala
File your Indian income tax return (ITR) from your terminal
itr-wala is an agent skill for preparing Indian income tax returns from a terminal while keeping tax calculations in deterministic Python code. The AI reads documents such as Form 16, AIS, and broker statements, asks follow-up questions, and explains the resulting figures. A separate tax engine handles slabs, rebates, cess, surcharges, special-rate income, interest, late fees, and old-versus-new regime comparisons. Strict validation cross-checks entered values and rejects malformed or... -
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FinMind
Open Data, more than 50 financial data
...For individual stocks, provide visual analysis of technical, fundamental, and chip levels. According to different strategies, back-test analysis is performed to provide performance, profit and loss, and stock selection targets of different strategy investment portfolios.
