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fundManageR (version 0.5.02210501)

Investment management toolkit for R

Description

A comprehensive investment management industry toolkit for R that provides access to common industry calculation functions and a variety of data feeds. Data feeds include a full wrapper of The Securities and Exchange Commission, FINRA, NAREIT, DTCC, YCombinator, MSCI, Center for Research in Securities Prices (CRSP) and more. More data feeds and calculation functions will be added over time.

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Version

Version

0.5.02210501

License

MIT + file LICENSE

Issues

Pull Requests

Stars

Forks

Repository

https://github.com/abresler/fundManageR

Maintainer

Alex Bresler

Last Published

June 9th, 2021

Functions in fundManageR (0.5.02210501)

adv_period_urls

Get ADV summary filing urls for all available periods

crsp_indicies_returns

CRSP monthly index returns

dallas_fed_international_housing

Dallas Federal Reserve International House Price Database

calculate_cash_flow_waterfall_partnership

Partnership waterfall and cash flows

extract_fee_references

Extract fee references

SEC listed public companys

calculate_cash_flows_returns

Calculate returns for a given set of cash flows

msci_indicies_constituents

MSCI Indicies Constituents

plot_time_series_static

Plot ggplot time series

data_rf_us_tickers

Get United States publicly traded ticker data

adv_managers_brochures

OCR IAPD Managers Brochures

adv_managers_current_period_summary

ADV managers most recent summary data

calculate_days_accrued_pref

Accrued preference

calculate_irr_periods

Interal rate of return

dictionary_sec_names

SEC Name Dictionary

calculate_cash_flow_dates

Summary cash flows

SEC Prefix Laws

calculate_cash_flow_waterfall

Cash-flow waterfall

calculate_residual_valuation_cap_rates

Residual value, capitalization rate method

dictionary_sec_rules

SEC Rule dictionary

dictionary_fred_ids

FRED Series IDs

calculate_share_proceeds

fred_symbols_descriptions

FRED Symbols descriptions

FRED tag search

calculate_residual_valuation_ebitda_multiples

Residual value, EBITDA multiple method

adv_managers_filings

IAPD registered managers ADV data

data_location_codes

adv_managers_metadata

IAPD registered meta data

calculate_leverage_metrics

Leveraged return metrics

calculate_loan_payment

Loan payment calculation

dictionary_sec_filing_codes

SEC filing code dictionary

SEC CIK registered entities

edgar_entities_cik

SEC registered entity search

edgar_filing_streams

SEC filing streams

CRSP file dictionary

msci_realtime_index_values

MSCI indicies values

calculate_valuation_post_money

Post money valuation splits

data_sic_naics_codes

dictionary_form_d_categories

Form-D dictionary

dtcc_recent_trades

DTCC most recent trades by product

DTCC trades by date and product

dictionary_finbox_metrics

Get Searchable FinBOX metrics

Finbox ticker data

FINRA registered entities

nareit_entities

NAREIT constituents

nareit_industry_tracker

NAREIT quarterly industry tracking data

recent_insider_trades

Insider trades, most recent

sec_filing_entities

SEC filing entity metdata via Rank and Filed

REIT fund manager data.

sec_closed_end_funds

SEC registered closed-end funds

nareit_annual_subsector_returns

NAREIT annual sub sector returns

rf_sec_13F_companies

13F owned companies

nareit_capital_raises

NAREIT capital raises

nareit_notable_properties

NAREIT notable properties

sec_securities_filing_counts

SEC Filing Counts

nareit_constituent_years

NAREIT index constituency data by year

nareit_property_msa

NAREIT properties by MSA

sec_investment_companies

SEC registered investment companies

sec_adv_manager_sitemap

Returns data frame of SEC ADV sitemap

dictionary_finbox_companies

FinboxIO Companies

tradeview_metric

Generate tradeview metric query

sec_filing_streams_rf

SEC filing stream

sp500_constituents

S&P 500 constituents

sic_filing_count

sec_securities_metrics_by_exchange

SEC quarterly securities transaction metrics

edgar_search_terms

dictionary_sec_forms

SEC form dictionary

crsp_indicies_constituents

CRSP index constituents

dictionary_sec_form_codes

tradeview_regions_metrics

Tradingview searchable metrics by region

edgar_sic_filers

SIC Cod Companies

FINRA registered people

dictionary_sic_codes

SIC Code dictionary

edgar_filings_most_recent

Most recent EDGAR filings by type

drop_na_columns

Drop NA columns

FRED Terms Series IDs

visualize_fred_time_series

Plot any FRED time series

Federal Reserve Economic Data time series data_frame

Get Market Events

tradingview_regions_tickers

Tradingview regions traded securities

US Inflation Adjustment Table

sec_foia_requests

SEC FOIA requests

nareit_state_info

NAREIT properties by state

parse_for_tables

Parse an EDGAR data frame for underlying tables

mmf_owned_debt_securities

Money Market Debt Securities

tidy_column_relations

Tidy nested and count columns

ycombinator_alumni

Y Combinator data

sec_failed_to_deliver_securities

SEC failed to deliver securities

nareit_mergers_acquisitions

NAREIT merger and acquisitions

sec_tickers_info

Get Ticker SEC company information

tidy_promote_structure

Tidy waterfall structure

securities_offerings

Securities offerings

nareit_monthly_returns

NAREIT monthly returns by sector

sec_bankruptcies

SEC public filing bankruptcies

sec_broker_dealers

SEC registered broker-dealers

tidy_column_formats

Tidy column formatting

sec_money_market_funds

SEC registered money market funds

us_public_companies

US Public Company snapshot

tickers_metrics

finbox ticker metrics

sec_municipal_advisors

SEC registered municipal advisors

visualize_data_frame

Data frame visualization

Tradingview tickers news

adv_managers_periods_summaries

ADV managers periods data

companies_tickers

Companies ticker symbols

CB Insight data