PMwR

1.2-0

Portfolio Management with R

1packages depend

7Kdownloads / year

57.6%test coverage

11/13checks pass

Overview

About

Maintained by Enrico SchumannFirst published 2018-10-2816 releasesCRAN page ↗SourceHut ↗

Tools for the practical management of financial portfolios: backtesting investment and trading strategies, computing profit/loss and returns, analysing trades, handling lists of transactions, reporting, and more. The package provides a small set of reliable, efficient and convenient tools for processing and analysing trade/portfolio data. The manual provides all the details; it is available from https://enricoschumann.net/R/packages/PMwR/manual/PMwR.html. Examples and descriptions of new features are provided at https://enricoschumann.net/notes/PMwR/.

Install

R (CRAN)Ubuntu (r2u)Fedora (COPR)openSUSE (OBS)

install.packages("PMwR", repos = "https://cloud.r-project.org/")

Installs the current CRAN release. Prebuilt binaries on Windows and macOS.

Release

# enable cranapt (r2u) if it is not already set up, then install
grep -rqs r2u.stat.illinois.edu /etc/apt/sources.list /etc/apt/sources.list.d/ \
  || curl -fsSL https://raw.githubusercontent.com/eddelbuettel/r2u/master/inst/scripts/add_cranapt_noble.sh | sudo bash
sudo apt install -y r-cran-pmwr

Fast Ubuntu binaries via r2u (no compilation). The cranapt setup runs once and is skipped when it is already enabled.

bspm (used by r2u) also needs make: sudo apt install make

# enable the iucar/cran COPR if it is not already present, then install
ls /etc/yum.repos.d/*iucar*cran*.repo >/dev/null 2>&1 \
  || sudo dnf copr enable -y iucar/cran
sudo dnf install -y R-CRAN-PMwR

RPMs from the iucar/cran COPR, rebuilt from CRAN.

For install.packages() integration in R, also: sudo dnf install R-CoprManager

# add the autoCRAN OBS repo (Tumbleweed) if it is missing, then install
zypper -q lr | grep -qi autoCRAN \
  || sudo zypper addrepo https://download.opensuse.org/repositories/devel:/languages:/R:/autoCRAN/openSUSE_Tumbleweed/devel:languages:R:autoCRAN.repo
sudo zypper install -y R-PMwR

RPMs auto-built from CRAN on openSUSE OBS (Tumbleweed).

Health

CRAN checks

1WARNING1NOTE11OK

Failing flavors

NOTE r-devel-linux-x86_64-debian-gcc
WARNING r-oldrel-macos-arm64

Slowest check: 3.4 min · r-oldrel-windows-x86_64

Code health

Yes

Tests · ratio 0.00

57.6%

Coverage · measured lines

100%

Documentation · exports

Dependencies · direct

Check history

WARNING2026-03-10
12 OK · 0 NOTE · 2 WARNING · 0 ERROR · 0 FAILURE

Documentation

READMEYes · 268 wordsVignettesYes · dynamicpkgdown siteNoNEWSYes · 0% structuredCode of conductNoContributing guideNo

Examples that run: 100%
Documented parameters: 99%
Return-value docs: 100%
References docs: 92%

Downloads

CRAN downloads in the past year

Rank #11,261 · ~19/day · ~580/mo

Releases R versions

Daily download trend is not available in this view yet.

25530 days

90390 days

7K1 year

Compare downloads with other packages →

Also on396 r2u1 autocran

Repository

GitHub ↗ enricoschumann/pmwr

66Stars

13Forks

0Open issues

0Open PRs

0Releases

1,270Commits

1Contributors

accountingfinancial-portfolio-managementbacktesting-trading-strategiesbacktestingrfinancial-dataequity-trading

1,270 commits · Last activity 2026-03-27 · +1.5% stars, 30d

Stars over time

2024-11-25 · 622026-07-22 · 66

Repository practices

Upstream repositoryBeta

Checks run against github.com/enricoschumann/pmwr on 2026-07-30.

No development-tooling practices detected in the upstream repository.

How this is detected·Detection ruleset v1 (2026-07-18)

Dependencies

Declared dependencies

9 external dependencies (excludes base and recommended)

Depends (1)

R >= 3.5

Imports (8)

NMOF datetimeutils fastmatch orgutilsparalleltextutilsutilszoo

LinkingTo (0)

none

Suggests (3)

crayon rbenchmark tinytest

Enhances (0)

none

Dependency license breakdown →

Reverse dependencies

1direct

0indirect

NMOF

Code & Tests

Datasets

People & History

People (1)

Maintainer (1)

Enrico Schumann

Author, Maintainer

Authors (1)

Enrico Schumann

Author, Maintainer

Package Timeline

16 releases. Pick two to compare their code metrics. R releases are shown for context.

R
R 4.6.0 released · 2026-04-24
1.2-0Latest
2025-12-17 · current release · diff ↗
1.1-0
2025-10-19 · diff ↗
R
R 4.5.0 released · 2025-04-11
1.0-1
2024-10-20 · diff ↗
0.19-5
2024-07-21 · diff ↗
R
R 4.4.0 released · 2024-04-24
0.19-3
2023-10-19 · diff ↗
0.19-1
2023-06-05 · diff ↗
R
R 4.3.0 released · 2023-04-21
0.18-0
2022-10-19 · diff ↗
R
R 4.2.0 released · 2022-04-22
0.17-0
2021-10-19 · diff ↗
0.16-1
2021-09-18 · diff ↗
R
R 4.1.0 released · 2021-05-18
0.16-0
2021-01-19 · diff ↗

Show 9 earlier events

0.15-0
2020-10-19 · diff ↗
R
R 4.0.0 released · 2020-04-24
0.14-0
2020-03-11 · diff ↗
0.12-0
2019-08-26 · diff ↗
0.11-1
2019-06-03 · diff ↗
R
R 3.6.0 released · 2019-04-26
0.11-0
2019-04-01 · diff ↗
0.10-1
2018-10-28
R
R 3.5.0 released · 2018-04-23

Package metadata

First published: 2018-10-28
Total releases: 16 / 8 yrs
License: GPL-3 OSI
Minimum R: ≥ 3.5
Bundled data: 6.2 KB / 2 files
Download size: 901 KB
Installed size: not tracked yet
With dependencies: not tracked yet

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