Finance::BeanCounter 0.8.7

Finance::BeanCounter is a Perl module for stock portfolio performance functions.

Finance::BeanCounter provides functions to download, store and analyse stock market data.

Downloads are available of current (or rather: 15 or 20 minute-delayed) price and company data as well as of historical price data. Both forms can be stored in an SQL database (for which we currently default to PostgreSQL though MySQL is supported as well; furthermore any database reachable by means of an ODBC connection should work).

Analysis currently consists of performance and risk analysis. Performance reports comprise a profit-and-loss (or p/l in the lingo) report which can be run over arbitrary time intervals such as --prevdate friday six months ago --date yesterday -- in essence, whatever the wonderful Date::Manip module understands -- as well as dayendreport which defaults to changes in the last trading day. A risk report show parametric and non-parametric value-at-risk (VaR) estimates.

Most available functionality is also provided in the reference implementation beancounter, a convenient command-line script.

The API might change and evolve over time. The low version number really means to say that the code is not in its final form yet, but it has been in use for well over four years.

More documentation is in the Perl source code.