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fundManageR (version 0.5.0110)
An investment management toolkit for R, because Excel is a threat to the global financial system.
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0.1.110
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0.1.103
0.1.102
0.1.101
Version
0.5.0110
License
MIT + file LICENSE
Maintainer
Alex Bresler
Last Published
June 9th, 2021
Functions in fundManageR (0.5.0110)
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calculate_irr_periods
Caclulate an Interal Rate of Return given a vectors of dates and cash flows.
calculate_cash_flow_dates
Calculate summary cash flows given a vector of dates and cash flows
calculate_cash_flow_waterfall_partnership
Calculate partership's waterfall and cash flow splits given a set of parameters
calculate_leverage_metrics
Calculate leveraged return metrics
calculate_loan_payment
Calculate loan repayment data given a set of parameters
calculate_days_accrued_pref
Calculate accrued preference for a stated period of days
calculate_residual_valuation_cap_rates
Calculate residual value
calculate_cash_flow_waterfall
Calculate a cash flow waterfall for a given set of dates, cash flows and promote structure
calculate_residual_valuation_ebitda_multiples
Calculate residual value for a set of given EBITDA based inputs
calculate_cash_flows_returns
Calculate returns for a given set of cash flows
get_data_adv_period_urls
Get ADV Summary Filing Data URLs for All Applicable Periods
get_data_cb_unicorns
Get CB insight unicorn data
get_data_adv_managers_current_period_summary
Get ADV filing data for the most recent filing period
get_data_adv_managers_metadata
Get ADV metadata for specified ADV or search name
get_data_adv_managers_filings
Get detailed ADV form data for specified search name or CRD id
get_data_adv_managers_periods_summaries
Get ADV summary data for specified periods and filing types
calculate_share_proceeds
Calculate proceeds from share sale given specified price and share amount
get_data_adv_managers_brochures
OCR registerd managers ADV brochures
drop_na_columns
Drops NA columns
calculate_valuation_post_money
Calculates range of post investment valuations
get_data_crsp_indicies_returns
Get CRSP index return by month
get_data_dtcc_assets_days
Get DTCC cleared trades by type and day
get_data_nareit_state_info
Get NAREIT member property holdings by state
get_data_promote_structure
Parse Vector of Promotes into a data frame
get_data_nareit_capital_raises
Get NAREIT capital raise data by year and form of capital
get_data_crsp_index_df
Get CRSP url dictionary data frame
get_data_sec_closed_end_funds
Get SEC registered closed end funds
get_data_nareit_constituent_years
Get NAREIT index constuiency data by year
get_data_msci_realtime_index_values
Get most recent MSCI index values
get_data_crsp_indicies_constituents
Get CRSP constituency data by index
get_data_nareit_annual_subsector_returns
Get NAREIT subsector returns
get_data_sec_adv_manager_sitemap
Returns data frame of SEC ADV sitemap
get_data_sec_bankruptcies
Get SEC registered public bankruptcies
get_data_sec_filing_streams
Get SEC Filing Stream Data
get_data_sp500_constituents
Get S&P 500 constituent data
get_data_sec_foia_requests
Get SEC FOIA requests by year
get_data_us_public_companies
Get United States public securities descriptive data
visualize_data_frame
Visualize a data frame
get_data_dtcc_most_recent_trades
Get DTCC most recent cleared trades
get_data_dtcc_today
Get days cleared DTCC trades by asset type
get_data_leis
Get US domiciled LEI issuers
get_data_nareit_notable_properties
Get NAREIT notable properties
get_data_libor_current
Get current LIBOR data
get_data_sec_broker_dealers
Get SEC Registered Broker-dealer data for specified periods
get_data_nareit_property_msa
Get NAREIT Member Property Holdings by MSA
get_data_sec_cusips
Get SEC registered CUSIPs for specified year
get_data_sec_investment_companies
Get SEC registered investment companies
get_data_sec_form_ds
Get SEC Form D data by industry
get_dictionary_sec_rules
Get SEC rule dictionary
get_reit_entity_dictionary
Get NAREIT member dictionary
get_data_finra_entities
Get FINRA registered firms and associated metadata
get_data_location_codes
Get location code data
get_data_finra_people
Get FINRA registered people and associated metadata
get_data_nareit_entities
Get NAREIT constituent data
get_data_mmf_owned_debt_securities
Get data money market owned securities
get_data_msci_indicies_constituents
Get MSCI indicies constituents
get_data_msci_indicies
Get MSCI indicies
get_data_nareit_historic_monthly_returns
Get monthly historic NAREIT returns by sector
get_data_nareit_industry_tracker
Get NAREIT Sector Tracking Metrics by Quarter
get_data_nareit_mergers_acquisitions
Get NAREIT merger & acquisition data by year
get_data_sec_failed_to_deliver_securities
Get SEC Failed to Deliver Securities Data
get_data_sec_file_codes
Get SEC file code descriptions
get_data_index_symbol_current_value
Get current data given a specified index value
get_data_fred_index_symbol_time_series
Get time series data for a given FRED symbol
get_data_recent_insider_trades
Get most recent insider trades
get_data_sec_securities_metrics_by_exchange
Get SEC aggregate securities metrics
get_data_sec_13F_companies
Get 13F owned compaines
get_data_sec_filer
Get SEC filer data
get_data_sec_filing_entities
Get SEC filing entities for specified name
get_data_sec_xbrl_periods
Get SEC quarterly XBRL data dumps
get_data_sic_codes
Get SIC codes and classifications
get_data_sec_money_market_funds
Get SEC registered money market funds
get_data_us_tickers
Get United States publicly traded ticker data
get_data_securities_offerings
Get Securities Offering data
get_data_sec_municipal_advisors
Get SEC registered municipal dealers
get_data_sec_mutual_funds
Get SEC registered mutual funds
get_data_sec_cik_issuers
Returns all SEC CIK registered entities
get_data_ycombinator_alumni
Get data on Y-Combinator alumni companies
get_data_sec_securities_filing_counts
Get securities registration filing counts
get_dictionary_form_d_categories
Get Form-D Category dictionry
tidy_column_relations
Tidy columns with nested list or related columns
tidy_column_formats
Tidy column formatting
get_dictionary_sec_filing_codes
Get SEC filing code dictionary