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Chanma Investment Research

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.

Projects

  • 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.

Links

Repository licenses are documented in each repo. Donations are welcome but never required.

Educational and informational only — not investment advice.

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  1. portfolio_dashboard portfolio_dashboard Public

    AI generated investment portfolio dashboard with risk analysis

    HTML 2 1

  2. tutorial tutorial Public

    Investing tutorial based on my trading experiment, from beginner to my level.

    HTML 1

  3. trade_history trade_history Public

    Trade History and Performance Dashboard

    Python 1

Repositories

Showing 10 of 14 repositories

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