JoeCode

September 2023

Portfolio performance fun

Ruby

• GitHub - finrb, financial calculation and modeling Ruby Gem

Portfolio Performance

• Portfolio Performance - open source investment portfolio tool
• How to track investments with Portfolio Performance

Python tutorials

• Inverno - Python investment portfolio dashboard tool
• Kevin Boller - Portfolio analyses with Python
• Bee Guan Teo - Portfolio performance indicators with Python
• Matt Grierson - Portfolio performance with Python

Knowledge

• CFA Institute - Return attribution
• Time-weighted return
• Internal rate of return
• Asset allocation
• Performance attribution

Geo IP fun

• IP2Location country database
• Build your own geoip service with nodejs
• IP to integer calculation