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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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2002-03-06 09:14 Back to release list
0.5.0

The new commands 'retracement' (for drawdown calculations such as unrealized losses relative to recent peaks) and 'advancement' (unrealized gains relative to recent lows) were added. Update commands are now run with a maximum batch size of 100 stocks. The 'backpopulate' command is now idempotent. A new 'active' column was added to the stockinfo table so that inactive stocks or funds can be flagged. Some other minor enhancements and UI enhancements were added.
Tags: Major feature enhancements

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