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Config functions

fundsr_options()
Set fundsr package options
reset_state()
Clear fundsr session state

Download functions

add_fund_urls()
Add entries to the fund download list
download_fund_data()
Download fund data according to the configured download list

Fund/index file readers

read_msci_tsv()
Read an MSCI two-column TSV file
read_timeseries()
Read a time series file (CSV/TSV) with a date + one or more value columns
read_timeseries_excel()
Read a time series from an Excel workbook

Fund/index workflow functions

add_data_loader()
Register a data loader
build_all_series()
Run all registered data loaders and join all loaded series into a big tibble.
clear_data_loaders()
Clear registered data loaders
clear_storage()
Clear storage
get_storage()
Get the internal fund storage
join_env()
Join all data frames in an environment with optional late joins
load_fund()
Load a fund's NAV data and optionally register its benchmark mapping
run_data_loaders()
Run registered data loaders
store_timeseries()
Store a cached object in the package storage environment

Fund-index map mutators

add_fund_index_map()
Add to fund-index map
clear_fund_index_map()
Clear fund-index map
get_fund_index_map()
Get the internal fund index map

Provider wrappers

amun()
Import an Amundi fund
hsbc()
Import an HSBC fund
inve()
Import an Invesco fund
ishs()
Import an iShares fund
msci()
Import an MSCI index sheet and register benchmark mappings
spdr()
Import an SPDR fund
ubs()
Import a UBS fund
vang()
Import a Vanguard fund
xtra()
Import an Xtrackers fund

Rolling-difference functions

plot_roll_diffs()
Plot rolling return differences against benchmark
roll_diffs()
Compute rolling annualized tracking difference statistics

Plot export utilities

clear_inkscape_queue()
Clear queued Inkscape exports
export_pngs()
Export queued SVGs to PNG via Inkscape
run_plots()
Generate and export rolling-difference and XLM plots from a specification
save_plot()
Save a plot as SVG and/or PNG and queue for Inkscape conversion

XLM functions

plot_xlms()
Plot Xetra Liquidity Measure (XLM) time series
read_xlm_directory()
Read and combine XLM data from multiple Xetra XLSX files

Survival-curve functions

chance_alive()
Compute conditional survival (chance alive) by age
chance_alive_es_aasmr()
Compute cohort-style survival from Eurostat EUROPOP2023 mortality assumptions
plot_chance_alive()
Plot chance alive by age
plot_chance_alive_es_aasmr()
Plot cohort-style survival from Eurostat EUROPOP2023 assumptions
read_es_aasmr()
Read Eurostat EUROPOP2023 mortality-assumption table (proj_23naasmr)
read_life_table()
Read HMD period life tables (1x1) from disk