okama

Quick Start

  • Get information about a single asset
  • Financial Database: Tickers & Namespaces
  • Compare assets from different stock markets
  • Basic portfolio methods

Index Funds Performance

  • Tracking difference
  • Tracking Error
  • Beta
  • Correlation with index

Investment Portfolios

  • Create an investment portfolio
  • Rebalancing strategy and asset allocation
  • Risk metrics of the portfolio
  • Accumulated return, CAGR and dividend yield
  • Compare several portfolios

Main

  • Asset
  • AssetList
  • Portfolio
  • Rebalance
  • PortfolioDCF
  • MonteCarlo
  • IndexationStrategy
  • PercentageStrategy
  • TimeSeriesStrategy
  • VanguardDynamicSpending
  • CutWithdrawalsIfDrawdown
  • EfficientFrontier

Macroeconomics

  • Inflation
  • Rate
  • Indicator

Data Access & Search

  • okama.search
  • okama.symbols_in_namespace
  • okama.namespaces
okama
  • Search

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