holdingsR

holdingsR is a Python library designed for analyzing and visualizing financial investment portfolios. It aims to simplify common portfolio management tasks by providing a unified interface for data loading, performance calculation, risk assessment, and reporting. The library supports various data sources, including CSV files and direct connections to financial data providers, allowing users to import their investment holdings.

Key functionalities of holdingsR include calculating portfolio performance metrics such as total return, annualized return, and Sharpe ratio. It also offers tools for risk analysis, enabling users to assess metrics like standard deviation, Value at Risk (VaR), and beta. holdingsR facilitates portfolio visualization through a range of charts and graphs, helping users understand asset allocation, performance trends, and risk exposures. The library is built with a focus on usability, making it accessible to both novice and experienced investors. Its modular design allows for easy integration with other data science and financial analysis tools within the Python ecosystem.