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Project Description

beancounter enables stockmarket data analysis and performance evaluation. It has two main modes. The first is data gathering - both current data (e.g. closing prices, high, low, volume etc.) and historical price data can be retrieved efficiently using multiple securities per requests, and stored in an SQL database (PostgreSQL, MySQL, and SQLite are supported) via easy command line operations. The second mode is data analysis, based on the previously stored data. This comprises various performance reports, as well as a Value-at-Risk analysis. beancounter is implemented as a Perl module, and a Perl command-line frontend to the module. It supports different stock markets from around the globe, foreign exchange rates, US mutual funds, and US options.

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2002-12-30 06:01 Back to release list
0.6.0

The backend code has been switched to Finance::YahooQuote (0.18 or above) as code from beancounter has been consolidated there. A new command 'fxbackpopulate' was added to grab historical currency data from Yahoo!. The example portfolio in setup_beancounter changed into one composed of one stock each from US, CA, FR, and DE. This now backpopulates for prices and currencies and runs p/l and risk reports right out of the box. A patch was applied to use a different Yahoo! source URL for historic prices, correct a one-off error in date / month conversion, and correct documentation.
Tags: Major feature enhancements

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