Open-source investment research and tools — built for myself, shared with everyone.
I'm an independent investor and engineer building the analytics, dashboards and educational material I wanted for my own portfolio. Since the work is already done, I open-source it so anyone can use, learn from, or contribute to it.
Explore the project showcase — twelve repositories, each with three scrolling cards and a screenshot navigation map.
- portfolio_dashboard — Bloomberg-style portfolio analytics: risk metrics, options-aware exposure, dual-currency, live market data.
- tutorial — A 52-week investment course grounded in the CFA curriculum, localised in English, 香港, 台灣 and 中国.
- trade_history — Work in progress: multi-broker statement ingestion, trade ledger, P&L, monthly snapshots and portfolio research dashboards.
- bloomberg-mockup — Work in progress: interactive Bloomberg Terminal-style mockup for AMD US Equity, built from real terminal reference screenshots.
- paper_library — A curated library of investment & finance academic papers, converted to markdown with on-device Gemma 4 RAG chatbot (WebGPU).
- reading_library — English-only books and market references for investors to learn, packaged as offline-ready HTML.
- wyandanch-library — Open-source finance education library translated into Chinese.
- ingoldwetrust_library — Work in progress: the In Gold We Trust annual gold reports, converted into AI-ready markdown chapters.
- market_data — Stock, ETF, bond and macro-data scrapers pulling from Yahoo Finance, FRED, Finviz, CBOE, Macrotrends and more.
- knowledge_base — Work in progress: personal investment knowledge base that scrapes blogs, YouTube, HKEJ, Yahoo HK, Master Insight, Patreon and Substack into markdown, then an LLM extracts structured views and predictions behind a search + leaderboard webapp.
- economist_library — Economist magazine PDF download and article collection tools for a personal research archive.
- gold_siiver_mines — Mine-level gold and silver data from public annual reports, with production, reserves, costs, royalties, streams and ETF holdings.
- In the pipeline — YouTube channel.
The website and organization profile are maintained in chanmainvest.github.io and .github.
- Site — https://chanmainvest.github.io/ · https://hevangel.com/
- Newsletter — Substack (free) · Patreon (members)
- Social — Threads · Facebook
- Contact — chanmainvest@hevangel.com
Repository licenses are documented in each repo. Donations are welcome but never required.
Educational and informational only — not investment advice.