Package: fundsr 0.5.0

fundsr: Rolling Differences (CAGR and Log), Survival and Other Financial Planning Plots

A small tidyverse-based framework for importing and plotting UCITS ETF and index data, ETF liquidity measures, as well as survival curves and other plots related to financial planning.

Authors:Stanislav Traykov [aut, cre]

fundsr_0.5.0.tar.gz
fundsr_0.5.0.zip(r-4.7)fundsr_0.5.0.zip(r-4.6)fundsr_0.5.0.zip(r-4.5)
fundsr_0.5.0.tgz(r-4.6-any)fundsr_0.5.0.tgz(r-4.5-any)
fundsr_0.5.0.tar.gz(r-4.7-any)fundsr_0.5.0.tar.gz(r-4.6-any)
fundsr_0.5.0.tgz(r-4.6-emscripten)
manual.pdf |manual.html✨
card.svg |card.png
fundsr/json (API)
NEWS

# Install 'fundsr' in R:
install.packages('fundsr', repos = c('https://stantraykov.r-universe.dev', 'https://cloud.r-project.org'))

Bug tracker:https://github.com/stantraykov/fundsr/issues

Pkgdown/docs site:https://stantraykov.github.io

On CRAN:

Conda:

data-visualizationdiy-investingetfsfinancefinancial-planningindex-fundsinvestingliquiditypersonal-financesurvival-curvestidyversetracking-differences

3.40 score 5 stars 5 scripts 35 exports 45 dependencies

Last updated from:c13c9e3306 (on v0.5.0). Checks:9 OK. Indexed: yes.

TargetResultTimeFilesSyslog
linux-devel-x86_64OK156
source / vignettesOK206
linux-release-x86_64OK147
macos-release-arm64OK122
macos-oldrel-arm64OK144
windows-develOK87
windows-releaseOK88
windows-oldrelOK105
wasm-releaseOK150

Exports:add_data_loaderadd_fund_index_mapadd_fund_urlsadjust_for_splitbuild_all_serieschance_alivechance_alive_es_aasmrclear_data_loadersclear_fund_index_mapclear_inkscape_queueclear_storagedownload_fund_dataexport_pngsfundsr_default_sessionfundsr_example_datafundsr_optionsfundsr_sessionget_fund_index_mapget_storageimport_fundjoin_envload_fundplot_chance_aliveplot_chance_alive_es_aasmrplot_roll_diffsread_es_aasmrread_life_tableread_timeseriesread_timeseries_excelreset_stateroll_diffsrun_data_loadersrun_plotssave_plotstore_timeseries

Dependencies:bitbit64cellrangerclicliprcpp11crayondplyrfarvergenericsggplot2gluegtablehmsisobandlabelinglifecyclelubridatemagrittrpillarpkgconfigprettyunitsprogresspurrrR6RColorBrewerreadrreadxlrematchrlangS7scalesstringistringrtibbletidyrtidyselecttimechangetzdbutf8vctrsviridisLitevroomwithrxml2

Importing Data and Computing Rolling Differences

Stanislav Traykov

Rendered fromimporting-and-computing-differences.Rmdusingknitr::rmarkdownon May 27 2026.

Last update: 2026-03-28
Started: 2026-03-28

Readme and manuals

Help Manual

Help pageTopics
Register a data loaderadd_data_loader
Add to fund-index mapadd_fund_index_map
Add entries to the fund download listadd_fund_urls
Adjust a time series for a stock splitadjust_for_split
Run all registered data loaders and join all loaded series into a big tibble.build_all_series
Compute conditional survival (chance alive) by agechance_alive
Compute cohort-style survival from Eurostat EUROPOP2023 mortality assumptionschance_alive_es_aasmr
Clear registered data loadersclear_data_loaders
Clear fund-index mapclear_fund_index_map
Clear queued Inkscape exportsclear_inkscape_queue
Clear storageclear_storage
Download fund data according to the configured download listdownload_fund_data
Export queued SVGs to PNG via Inkscapeexport_pngs
Get the default fundsr sessionfundsr_default_session
Get the path to an example file shipped with the package.fundsr_example_data
Set fundsr package optionsfundsr_options
Create a fundsr sessionfundsr_session
Get the internal fund index mapget_fund_index_map
Get the internal fund storageget_storage
Import a fund's NAV data and optionally register its benchmark mappingimport_fund
Join all data frames in an environment with optional late joinsjoin_env
Deprecated alias for 'import_fund()'.load_fund
Plot chance alive by ageplot_chance_alive
Plot cohort-style survival from Eurostat EUROPOP2023 assumptionsplot_chance_alive_es_aasmr
Plot rolling return differences against benchmarkplot_roll_diffs
Read Eurostat EUROPOP2023 mortality-assumption table (proj_23naasmr)read_es_aasmr
Read HMD period life tables (1x1) from diskread_life_table
Read a time series file (CSV/TSV) with a date + one or more value columnsread_timeseries
Read a time series from an Excel workbookread_timeseries_excel
Clear fundsr session statereset_state
Compute rolling annualized tracking difference statisticsroll_diffs
Run registered data loadersrun_data_loaders
Generate and export rolling-differences from a specificationrun_plots
Save a plot as SVG and/or PNG and queue for Inkscape conversionsave_plot
Store a cached object in the package storage environmentstore_timeseries