Package index • fundsr

All functions

add_data_loader(): Register a data loader
add_fund_index_map(): Add to fund-index map
add_fund_urls(): Add entries to the fund download list
amun(): Import an Amundi fund
build_all_series(): Run all registered data loaders and join all loaded series into a big tibble.
chance_alive(): Compute conditional survival (chance alive) by age
chance_alive_es_aasmr(): Compute cohort-style survival from Eurostat EUROPOP2023 mortality assumptions
clear_data_loaders(): Clear registered data loaders
clear_fund_index_map(): Clear fund-index map
clear_inkscape_queue(): Clear queued Inkscape exports
clear_storage(): Clear storage
download_fund_data(): Download fund data according to the configured download list
export_pngs(): Export queued SVGs to PNG via Inkscape
fundsr_options(): Set fundsr package options
get_fund_index_map(): Get the internal fund index map
get_storage(): Get the internal fund storage
hsbc(): Import an HSBC fund
inve(): Import an Invesco fund
ishs(): Import an iShares fund
join_env(): Join all tibbles in an environment with optional late left-joins
load_fund(): Load a fund's NAV data and optionally register its benchmark mapping
msci(): Import an MSCI index sheet and register benchmark mappings
plot_chance_alive(): Plot chance alive by age
plot_chance_alive_es_aasmr(): Plot cohort-style survival from Eurostat EUROPOP2023 assumptions
plot_roll_diffs(): Plot rolling return differences against benchmark
plot_xlms(): Plot Xetra Liquidity Measure (XLM) time series
read_es_aasmr(): Read Eurostat EUROPOP2023 mortality-assumption table (proj_23naasmr)
read_life_table(): Read HMD period life tables (1x1) from disk
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_xlm_directory(): Read and combine XLM data from multiple Xetra XLSX files
reset_state(): Clear fundsr session state
roll_diffs(): Rolling annualized tracking differences
run_data_loaders(): Run registered data loaders
run_plots(): Generate and export all configured rolling-difference plots
save_plot(): Save a plot as SVG and optionally save PNG immediately
spdr(): Import an SPDR fund
store_timeseries(): Store a cached object in the package storage environment
ubs(): Import a UBS fund
vang(): Import a Vanguard fund
xtra(): Import an Xtrackers fund