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Config functions

fundsr_default_session()
Get the default fundsr session
fundsr_options()
Set fundsr package options
fundsr_session()
Create a fundsr session
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_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
adjust_for_split()
Adjust a time series for a stock split
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
import_fund()
Import a fund's NAV data and optionally register its benchmark mapping
join_env()
Join all data frames in an environment with optional late joins
run_data_loaders()
Run registered data loaders
store_timeseries()
Store a cached object in the package storage environment

Fund-index map functions

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

ishs() spdr() xtra() amun() inve() vang() ubs() hsbc() bnpp() avan()
Fund provider wrappers
msci() spdj() msci_tsv()
Index provider wrappers

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

Example helpers

fundsr_example_data()
Get the path to an example file shipped with the package.

Deprecated

load_fund()
Deprecated alias for import_fund().