Open-source investing engines

Build your own investing engine.

Bring your data. Choose a calculation. Build the tool you need around it. Our reusable TypeScript modules make the inputs, methods and limits visible.

View on GitHub Run the examples

Runs locally · No account or API key required

The largest true holdings, after look-through
Holding	Weight
Technology	27.5%
Microsoft	7.6%
Apple	4.4%
NVIDIA	4.0%
ASML	2.0%
SAP SE	1.5%
Taiwan Semiconductor Manufacturing Company Limited	1.0%
Broadcom Inc.	0.6%
Samsung Electronics Co., Ltd.	0.4%
Micron Technology, Inc.	0.4%
Advanced Micro Devices, Inc.	0.3%
SK hynix Inc.	0.3%
Cisco Systems, Inc.	0.2%
+ 690 further holdings
Financials	10.6%
Allianz SE	1.7%
Munich Re	1.4%
JPMorgan Chase & Co.	0.4%
Berkshire Hathaway Inc.	0.3%
Visa Inc.	0.3%
Mastercard Incorporated	0.2%
Bank of America Corporation	0.1%
HSBC Holdings plc	0.1%
Royal Bank of Canada	0.1%
Wells Fargo & Company	0.1%
The Goldman Sachs Group, Inc.	0.1%
Mitsubishi UFJ Financial Group, Inc.	0.1%
+ 746 further holdings
Healthcare	6.7%
Novo Nordisk	1.5%
Roche Holding	1.2%
Eli Lilly and Company	0.4%
Johnson & Johnson	0.3%
AbbVie Inc.	0.2%
Merck & Co., Inc.	0.2%
UnitedHealth Group Incorporated	0.2%
Roche Holding AG	0.1%
Novartis AG	0.1%
AstraZeneca PLC	0.1%
Thermo Fisher Scientific Inc.	0.1%
Amgen Inc.	0.1%
+ 393 further holdings
Industrials	6.1%
Siemens AG	1.5%
General Electric Company	0.1%
Caterpillar Inc.	0.1%
Lam Research Corp. R	0.1%
RTX Corporation	0.1%
Union Pacific Corporation	0.1%
Deere & Company	0.1%
Schneider Electric S.E.	0.1%
Recruit Holdings Co., Ltd.	0.1%
S&P Global Inc.	0.1%
Rolls-Royce Holdings plc	0.1%
Hitachi, Ltd.	0.1%
+ 908 further holdings
Consumer discretionary	5.0%
Amazon.com	2.1%
Tesla, Inc.	0.4%
The Home Depot, Inc.	0.1%
Alibaba Group Holding Limited	0.1%
Toyota Motor Corp	0.1%
Walt Disney Company	0.1%
McDonald's Corporation	0.1%
The TJX Companies, Inc.	0.1%
Booking Holdings Inc.	0.1%
Lowe's Companies, Inc.	0.1%
Starbucks-t	0.1%
LVMH Moët Hennessy - Louis Vuitton, Société Européenne	0.1%
+ 533 further holdings
Communication	4.1%
Alphabet	1.7%
Meta Platforms, Inc.	0.6%
Alphabet Inc.	0.6%
Tencent Holdings Limited	0.2%
Netflix, Inc.	0.1%
Verizon Communications Inc.	0.1%
AT&T Inc.	0.1%
SoftBank Group Corp.	0.1%
Spotify Technology S.A.	< 0.1%
Comcast Corporation	< 0.1%
T-Mobile US, Inc.	< 0.1%
DoorDash, Inc.	< 0.1%
+ 165 further holdings
Consumer staples	2.3%
Walmart Inc.	0.2%
Costco Wholesale Corporation	0.2%
Procter & Gamble Company	0.2%
The Coca-Cola Company	0.2%
Philip Morris International Inc.	0.1%
Nestlé S.A.	0.1%
PepsiCo, Inc.	0.1%
Unilever PLC	0.1%
Altria Group, Inc.	0.1%
British American Tobacco p.l.c.	0.1%
L'Oréal S.A.	0.1%
Deutsche Telekom AG	< 0.1%
+ 323 further holdings
Materials	1.7%
Linde plc	0.1%
BHP Group Limited	0.1%
L'Air Liquide S.A.	0.1%
Newmont Corporation	0.1%
Agnico Eagle Mines Limited	< 0.1%
Rio Tinto Group	< 0.1%
Freeport-McMoRan Inc.	< 0.1%
The Sherwin-Williams Company	< 0.1%
Ecolab Inc.	< 0.1%
Barrick Gold Corporation	< 0.1%
Air Products and Chemicals, Inc.	< 0.1%
CRH plc	< 0.1%
+ 506 further holdings
Energy	1.5%
Chevron Corporation	0.2%
Shell plc	0.1%
TotalEnergies SE	0.1%
ConocoPhillips	0.1%
BP p.l.c.	0.1%
Marathon Petroleum Corporation	0.1%
Valero Energy Corporation	0.1%
Enbridge Inc.	< 0.1%
Canadian Natural Resources Limited	< 0.1%
Phillips 66	< 0.1%
Suncor Energy Inc.	< 0.1%
Reliance Industries Limited	< 0.1%
+ 155 further holdings
Utilities	1.2%
GE Vernova Inc.	0.1%
NextEra Energy, Inc.	0.1%
Iberdrola, S.A.	0.1%
Southern Company	< 0.1%
Duke Energy Corporation	< 0.1%
Enel S.p.A.	< 0.1%
National Grid plc	< 0.1%
Constellation Energy Corporation	< 0.1%
American Electric Power Co Inc	< 0.1%
Dominion Energy, Inc.	< 0.1%
Sempra	< 0.1%
Entergy Corporation	< 0.1%
+ 223 further holdings
Real estate	0.7%
Welltower Inc.	0.1%
Prologis, Inc.	0.1%
Equinix, Inc.	< 0.1%
Simon Property Group, Inc.	< 0.1%
Digital Realty Trust, Inc.	< 0.1%
Public Storage	< 0.1%
Realty Income Corporation	< 0.1%
Ventas, Inc.	< 0.1%
CBRE Group, Inc.	< 0.1%
Goodman Group	< 0.1%
Crown Castle Inc.	< 0.1%
Iron Mountain Incorporated	< 0.1%
+ 210 further holdings
Unknown (looked through)	0.5%
+ 8 further holdings

Explore ETF look-through

The collection

Choose the question you want to answer.

Each module takes supplied inputs and returns calculations with explicit assumptions. Your application owns the data, interface and storage.

Portfolio look-through and diversification

@investboard/portfolio-intelligence · v0.2.0

@investboard/portfolio-intelligence

See companies held directly and through equity funds, and distinguish fund overlap from historical co-movement.

You supply: Whole-portfolio holdings valued in one currency, dated fund constituents and security profiles; prices and FX for correlations.
You receive: Combined company weights, exposures, fund overlap, concentration bounds, coverage and 1/3/5/10-year weekly correlations, with replay snapshots.
Keep in mind: Missing lists and unvalued holdings stay visible. Cash, bond, gold and crypto funds stay whole. Currency estimates use countries and hedge wording in fund names, not verified economic exposure or hedge policy. Correlation is historical, not a forecast.

Explore the module Read the synthetic example

Portfolio stress testing

@investboard/stress-test · v0.3.0

@investboard/stress-test

Explore how a portfolio responds to a historical crisis scenario.

You supply: Holdings, a reporting currency and scenario assumptions, or dated price and FX evidence.
You receive: Hypothetical holding-level impacts, modeled-subset coverage, excluded holdings and a snapshot you can replay.
Keep in mind: A replay of supplied holdings under a shock, not a forecast or your actual past performance.

Explore the module Read the synthetic example

Contribution-aware rebalancing

@investboard/rebalancing · v0.5.0

@investboard/rebalancing

Compare ways to move an allocation toward your declared targets.

You supply: Valued holdings in one currency, allocation corridors, cash, account constraints and declared scenarios.
You receive: Contribution allocations and account routing, remaining drift, reserve shortfalls, uninvested cash and per-depot funding needs.
Keep in mind: You supply any sales and tax amounts. It neither calculates jurisdiction-specific taxes nor executes orders.

Explore the module Read the synthetic example

Historical portfolio performance

@investboard/performance · v0.4.0

@investboard/performance

Explain recorded returns and the positions that contributed to them.

You supply: Portfolio values after cash flows, complete position and funding history, prices and dated FX evidence for the same book.
You receive: Cash-flow-adjusted returns, actual-position contributions, recorded standalone fees, quote FX, residuals and current-rate fund-expense estimates.
Keep in mind: Quote FX is not economic exposure. Expense estimates use current recorded rates and are not deducted again from observed returns.

Explore the module Read the synthetic example

Goal cash scheduling

@investboard/goal-planning · v0.2.0

@investboard/goal-planning

See which goal contributions and dated obligations available cash can fund.

You supply: Shared cash, a reserve floor, recurring capacity, dated obligations, goal requests and starting-capital evidence.
You receive: An exact-cent cash ledger, funded contribution streams, due-time shortfalls, goals left out with reasons and no-growth target gaps.
Keep in mind: Cash feasibility, not success probabilities. No investment-return, tax or inflation model, and no recommendation.

Explore the module Read the synthetic example

Source-aware instrument research

@investboard/instrument-research · v0.2.0

@investboard/instrument-research

Build a research dossier or compare two exact listings using your own dated evidence.

You supply: Exact symbol, ISIN, exchange and quote currency; price history and basis, dated FX, reported statements and period-matched capitalization.
You receive: Historical returns, drawdowns, contribution illustrations, statement ratios and common-week pair correlations, with coverage, source revisions and replay snapshots.
Keep in mind: You supply the evidence and its rights. Original-public vintages are unavailable. Mixed return bases are flagged; insufficient coverage withholds readings. Pair correlation is not holdings overlap or portfolio risk.

Explore the module Read the synthetic example

Documentation in English

From source to your own tool

Start with a working example.

Use Node 22 or newer and pnpm 9.15.0. The repository is the source distribution; these modules are not published to npm.

Open the runnable guide

Clone the repository
Download the code and install its locked dependencies.
Run the synthetic examples
The repository guide covers the collection and replay from the original inputs.
Bring your own data
Follow the package guide to build and pack the module. Keep its input conventions and limits explicit.

Open calculations. Clear boundaries.

The published modules are Apache-2.0 licensed. The hosted Investboard platform, proprietary data feeds, account connections and Premium service are separate. Calculating supplied inputs needs no account connection. These modules are separate from AI Toolkit skills and MCP.

Read the Apache-2.0 license Read our methodology

Catalog reviewed November 12, 2026 · Source snapshot 34793a7

Prefer to use Investboard?

The tools, already brought together.

Explore the hosted platform for portfolio analysis, your investment strategy and a place to keep your reasoning.

Explore the platform View the demo

The largest true holdings, after look-through

Holding

Weight

Technology

27.5%

Microsoft

7.6%

Apple

4.4%

NVIDIA

4.0%

ASML

2.0%

SAP SE

1.5%

Taiwan Semiconductor Manufacturing Company Limited

1.0%

Broadcom Inc.

0.6%

Samsung Electronics Co., Ltd.

0.4%

Micron Technology, Inc.

0.4%

Advanced Micro Devices, Inc.

0.3%

SK hynix Inc.

0.3%

Cisco Systems, Inc.

0.2%

+ 690 further holdings

Financials

10.6%

Allianz SE

1.7%

Munich Re

1.4%

JPMorgan Chase & Co.

0.4%

Berkshire Hathaway Inc.

0.3%

Visa Inc.

0.3%

Mastercard Incorporated

0.2%

Bank of America Corporation

0.1%

HSBC Holdings plc

0.1%

Royal Bank of Canada

0.1%

Wells Fargo & Company

0.1%

The Goldman Sachs Group, Inc.

0.1%

Mitsubishi UFJ Financial Group, Inc.

0.1%

+ 746 further holdings

Healthcare

6.7%

Novo Nordisk

1.5%

Roche Holding

1.2%

Eli Lilly and Company

0.4%

Johnson & Johnson

0.3%

AbbVie Inc.

0.2%

Merck & Co., Inc.

0.2%

UnitedHealth Group Incorporated

0.2%

Roche Holding AG

0.1%

Novartis AG

0.1%

AstraZeneca PLC

0.1%

Thermo Fisher Scientific Inc.

0.1%

Amgen Inc.

0.1%

+ 393 further holdings

Industrials

6.1%

Siemens AG

1.5%

General Electric Company

0.1%

Caterpillar Inc.

0.1%

Lam Research Corp. R

0.1%

RTX Corporation

0.1%

Union Pacific Corporation

0.1%

Deere & Company

0.1%

Schneider Electric S.E.

0.1%

Recruit Holdings Co., Ltd.

0.1%

S&P Global Inc.

0.1%

Rolls-Royce Holdings plc

0.1%

Hitachi, Ltd.

0.1%

+ 908 further holdings

Consumer discretionary

5.0%

Amazon.com

2.1%

Tesla, Inc.

0.4%

The Home Depot, Inc.

0.1%

Alibaba Group Holding Limited

0.1%

Toyota Motor Corp

0.1%

Walt Disney Company

0.1%

McDonald's Corporation

0.1%

The TJX Companies, Inc.

0.1%

Booking Holdings Inc.

0.1%

Lowe's Companies, Inc.

0.1%

Starbucks-t

0.1%

LVMH Moët Hennessy - Louis Vuitton, Société Européenne

0.1%

+ 533 further holdings

Communication

4.1%

Alphabet

1.7%

Meta Platforms, Inc.

0.6%

Alphabet Inc.

0.6%

Tencent Holdings Limited

0.2%

Netflix, Inc.

0.1%

Verizon Communications Inc.

0.1%

AT&T Inc.

0.1%

SoftBank Group Corp.

0.1%

Spotify Technology S.A.

< 0.1%

Comcast Corporation

< 0.1%

T-Mobile US, Inc.

< 0.1%

DoorDash, Inc.

< 0.1%

+ 165 further holdings

Consumer staples

2.3%

Walmart Inc.

0.2%

Costco Wholesale Corporation

0.2%

Procter & Gamble Company

0.2%

The Coca-Cola Company

0.2%

Philip Morris International Inc.

0.1%

Nestlé S.A.

0.1%

PepsiCo, Inc.

0.1%

Unilever PLC

0.1%

Altria Group, Inc.

0.1%

British American Tobacco p.l.c.

0.1%

L'Oréal S.A.

0.1%

Deutsche Telekom AG

< 0.1%

+ 323 further holdings

Materials

1.7%

Linde plc

0.1%

BHP Group Limited

0.1%

L'Air Liquide S.A.

0.1%

Newmont Corporation

0.1%

Agnico Eagle Mines Limited

< 0.1%

Rio Tinto Group

< 0.1%

Freeport-McMoRan Inc.

< 0.1%

The Sherwin-Williams Company

< 0.1%

Ecolab Inc.

< 0.1%

Barrick Gold Corporation

< 0.1%

Air Products and Chemicals, Inc.

< 0.1%

CRH plc

< 0.1%

+ 506 further holdings

Energy

1.5%

Chevron Corporation

0.2%

Shell plc

0.1%

TotalEnergies SE

0.1%

ConocoPhillips

0.1%

BP p.l.c.

0.1%

Marathon Petroleum Corporation

0.1%

Valero Energy Corporation

0.1%

Enbridge Inc.

< 0.1%

Canadian Natural Resources Limited

< 0.1%

Phillips 66

< 0.1%

Suncor Energy Inc.

< 0.1%

Reliance Industries Limited

< 0.1%

+ 155 further holdings

Utilities

1.2%

GE Vernova Inc.

0.1%

NextEra Energy, Inc.

0.1%

Iberdrola, S.A.

0.1%

Southern Company

< 0.1%

Duke Energy Corporation

< 0.1%

Enel S.p.A.

< 0.1%

National Grid plc

< 0.1%

Constellation Energy Corporation

< 0.1%

American Electric Power Co Inc

< 0.1%

Dominion Energy, Inc.

< 0.1%

Sempra

< 0.1%

Entergy Corporation

< 0.1%

+ 223 further holdings

Real estate

0.7%

Welltower Inc.

0.1%

Prologis, Inc.

0.1%

Equinix, Inc.

< 0.1%

Simon Property Group, Inc.

< 0.1%

Digital Realty Trust, Inc.

< 0.1%

Public Storage

< 0.1%

Realty Income Corporation

< 0.1%

Ventas, Inc.

< 0.1%

CBRE Group, Inc.

< 0.1%

Goodman Group

< 0.1%

Crown Castle Inc.

< 0.1%

Iron Mountain Incorporated

< 0.1%

+ 210 further holdings

Unknown (looked through)

0.5%

+ 8 further holdings

Open calculations. Clear boundaries.

Catalog reviewed November 12, 2026 · Source snapshot 34793a7

Build your own investing engine.

Choose the question you want to answer.

01Portfolio look-through and diversification

02Portfolio stress testing

03Contribution-aware rebalancing

04Historical portfolio performance

05Goal cash scheduling

06Source-aware instrument research

Start with a working example.

Clone the repository

Run the synthetic examples

Bring your own data

Open calculations. Clear boundaries.

The tools, already brought together.

Build your own investing engine.

Choose the question you want to answer.

01Portfolio look-through and diversification

02Portfolio stress testing

03Contribution-aware rebalancing

04Historical portfolio performance

05Goal cash scheduling

06Source-aware instrument research

Start with a working example.

Clone the repository

Run the synthetic examples

Bring your own data

Open calculations. Clear boundaries.

The tools, already brought together.

Portfolio look-through and diversification

Portfolio stress testing

Contribution-aware rebalancing

Historical portfolio performance

Goal cash scheduling

Source-aware instrument research

Portfolio look-through and diversification

Portfolio stress testing

Contribution-aware rebalancing

Historical portfolio performance

Goal cash scheduling

Source-aware instrument research