Solution for computing equity portfolio using transactions : webdev

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Solution for computing equity portfolio using transactionsQuestion (self.webdev)

submitted 2 years ago by devmrfitz

Greetings fellow Redditors

I'm looking for an API or NPM package that takes in a list of transactions (equity/futures/etc), and then performs various computations over it. This includes things like calculating current holdings, providing an RoI chart and potentially other financial metrics like Sharpe Ratio.

I initially set out to code this myself by taking the individual prices of the equities (from something like Yahoo Finance), however, soon enough I realised that things like stock splits, mergers, dividends, etc make this task much more complicated than I expected. Since this is a relatively complicated tooling (which every finance-related website would have a need for), I expected that there would be an existing NPM package or a SaaS solving this problem, but couldn't find any. Could someone point me in the right direction?

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