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Free/open source portfolio management software?
Started:July 12th, 2012 (10:49 AM) by stockpapa Views / Replies:4,481 / 3
Last Reply:November 30th, 2012 (03:08 PM) Attachments:0

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Free/open source portfolio management software?

Old July 12th, 2012, 10:49 AM   #1 (permalink)
Elite Member
Arizona and Nevada
Futures Experience: Intermediate
Platform: NinjaTrader
Favorite Futures: stocks
Posts: 15 since Jun 2012
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Free/open source portfolio management software?

What are some good free or open source portfolio management programs? Want capability to import trades from CSV file and be able to see P&L etc. I'd prefer a stand-alone program rather than one that is also a trading platform, but I'm open to complete trading platforms if that is the best option.

For example, here's some I found:

Last edited by stockpapa; July 12th, 2012 at 08:03 PM.
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Old July 12th, 2012, 10:49 AM   #2 (permalink)
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Old November 2nd, 2012, 06:23 PM   #3 (permalink)
Trading Apprentice
Atlanta Georgia
Futures Experience: Beginner
Platform: TradeStation
Favorite Futures: Stocks
Posts: 4 since Oct 2012
Thanks: 3 given, 1 received

i was just lokking for the same thing i have downloaded js stock but havent used it

Random list I found on sourgeforce net


Most programs are for linux so the follwing list is the same


ps cant post links

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Old November 30th, 2012, 03:08 PM   #4 (permalink)
Membership Temporarily Revoked
Toronto Canada
Futures Experience: Advanced
Platform: excel
Favorite Futures: stocks
Posts: 10 since Nov 2012
Thanks: 0 given, 4 received


R has a package called 'portfolio' that can be used to analyse and implement equity portfolios. R has also has functions for reading csv files.

If you're not familiar with the R language. It's open source, and there's a lot of resources available for learning it.

good luck

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