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**What are you trying to do?**
I am trying to understand the calculation of CVaR after optimization.
**What have you tried?**
Multiplying the optimal weights with the returns dataframe, sum(axis=…
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Interessant wäre die Implementierung einer Liste für Signale und Events.
Etwas angerissen wurde das bereits in mehreren Themen:
https://forum.portfolio-performance.info/t/limits-min-max-in-wertpap…
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CSV transaction importer with all its column typing and mapping is really smart and neat feature. It still falls short in various real-world cases, this ticket tries to enumerate seemingly low-hanging…
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Create a new endpoint to render a chart for [month to month performances](https://www.ishares.com/ch/individual/en/products/251882/ishares-msci-world-ucits-etf-acc-fund#performance). The endpoint shou…
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Hi,
The GICS taxonomy in Portfolio Performance seems not up-to-date, at least for the "communication services" sector which seems to have evolved from "telecommunication services".
I didn't chec…
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**Describe the bug**
Currently Portfolio Performance uses $HOME/.PortfolioPerformance/ for various files, please consider changing this to OS standards.
A small library for java can be found here:…
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**Describe the bug**
The Pie and Donut chart in the Asset Allocation Section in Taxonomies aren't rendered if revisited after once viewed.
**To Reproduce**
Steps to reproduce the behavior:
1. O…
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**Is your feature request related to a problem? Please describe.**
I'm always frustrated when i want to know how a ticket it's performing, but i need to read the complete name and search what ticket …
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**Goal**
Improve the display of security detail information.
Today, we have the SecurityDetailsViewer next to the security chart. However, it displays only part of the available information (for…
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Dear colleagues,
I am working with a problem where I do need to predict the performance of a financial portfolio formed by different assets. As of today I am approaching this as a combination of a …