Trade History
Work in progress: multi-broker statement ingestion, a clean trading ledger, P&L, monthly snapshots and research views for understanding your own history.
Independent investor · Engineer · Open-source
Hi, I'm building Chanma Investment in the open.
I built these tools for myself — to manage my own portfolio and run my own research. The compute tokens are already spent, so I share everything for free. All projects are open-source, donations are welcome.
- 12public repos
- 1in the pipeline
- 4languages supported
Live · Open-source
Portfolio Dashboard
A Bloomberg-style single-page report that reads an Excel workbook, pulls live market data from Yahoo Finance, and produces an interactive analytics dashboard for your real portfolio.
Risk that you can actually read
VaR, Sharpe, Sortino, Calmar, max drawdown and beta — in both CAD and USD, with hover-explainers on every term.
Correlation + stress testing
Heatmaps show how the book really moves together, while stress scenarios from -50% to +50% reveal how the portfolio behaves under pressure.
Options-aware exposure + privacy mode
Live option chains, delta exposure, privacy mode for screen-sharing, and dual-currency reporting for every dollar figure.
Early draft · Open-source
Investment Tutorial
A 52-week investment course taking you from "why invest?" to professional-grade portfolio management, grounded in the CFA curriculum and decades of real retail trading experience.
Interactive learning from week 1
The first week already includes adjustable charts and guided comparisons, so the course teaches by reading, exploring and testing ideas rather than by static notes alone.
Five levels, 52 weeks
Foundation, Intermediate, Advanced, Sophisticated, Expert — each lesson combines structured reading, interactive charts, and a two-host YouTube-ready script.
Still a first draft, already multilingual
This is the first draft, not the finished course. Even so, it already ships in four language versions and is designed to grow into a fuller interactive learning system.
One ledger across brokers
Import brokerage statements into a consistent ledger, then review trades and monthly portfolio snapshots.
Learn from your own history
Explore realised and unrealised P&L and portfolio research views. The ingestion and analysis tools are still being developed.
Bloomberg Mockup
Work in progress: an interactive Bloomberg Terminal-style AMD US Equity mockup built from reference screenshots, with page codes, tabs and hotspot navigation.
Navigate a terminal reference
Explore AMD US Equity screens through page codes, tabs and clickable hotspots built from real reference screenshots.
Reference screens, interactive flow
A work-in-progress learning and interface reference for navigating Bloomberg-style company and market information.
Paper Library
A curated library of investment and finance academic papers, converted to markdown with a journal-style card catalog. An on-device Gemma 4 RAG chatbot answers questions — nothing ever leaves your browser.
A journal-style reading shelf
Browse curated investment and finance papers, then read the markdown versions in a focused library interface.
Ask questions on your own device
An on-device Gemma 4 RAG chatbot helps explore the paper collection, with model inference running in the browser.
Wyandanch Library
A finance education library translated into Chinese, with a curriculum browser, reading queue and study notes from first principles to quantitative finance.
From first principles to quantitative finance
Follow a progressive finance curriculum spanning foundational economics, investment practice and quantitative topics.
Build a reading habit
Chinese translations, a curriculum browser, reading queue and study notes keep a structured learning path close at hand.
Reading Library
An English-only library of investor books and market references, converted into offline-ready single-page HTML so investors can learn and agents can ingest the material.
Books and market references
Explore English-language investor books alongside market references, including energy-industry reading.
Read offline, revisit anytime
Single-page HTML editions support focused reading and offline use, and provide structured material for AI ingestion.
In Gold We Trust Library
Work in progress: the In Gold We Trust annual gold reports — going back to 2007 — converted chapter by chapter into clean, AI-ready markdown so the analysis is easy to read and ingest.
A long view of gold research
Organise the In Gold We Trust annual reports, with material dating back to 2007.
Chapter-by-chapter markdown
Convert reports into clean chapters that are easier to read, search and ingest into research workflows. Conversion remains in progress.
Investment Knowledge Base
A personal investment knowledge base combining source collection, LLM extraction, search and prediction leaderboards.
Bring research into one place
Collect blogs, YouTube, Hong Kong financial columns, Patreon and Substack into a searchable investment knowledge base.
Track views and predictions
LLM extraction structures investment views and predictions for search and leaderboard analysis. The research platform is still in development.
Market Data
Stock, ETF, bond and macro-data collection scripts that supply inputs for local investment research.
Market inputs for research
Collect stock, ETF, bond and macro series from sources including Yahoo Finance, FRED, Finviz and CBOE.
Reusable collection scripts
Standalone scrapers and shared helpers make it possible to refresh inputs and feed local analysis workflows.
Economist Library
Economist magazine PDF download and article collection tools for organising a personal research archive.
Organise weekly editions
Tools for downloading and organising Economist magazine editions for a personal research library.
Edition-by-edition research
A resumable article workflow arranges markdown by year and edition. Source access depends on the reader’s own subscription.
Gold & Silver Mines
A gold and silver mining database built from annual reports, linking companies, mines, royalties and ETF holdings.
Look through companies to their mines
Browse mine-level production, reserves, resources and costs drawn from published annual reports.
Connect miners, royalties and ETFs
Explore royalty and streaming interests alongside ETF holdings and methodologies. Undisclosed data stays blank, with source and cost bases recorded.
Research pipeline
Pipeline & future work
All twelve project repositories are public. The YouTube channel remains in the pipeline.
YouTube Channel
Two-host video scripts straight from the tutorial, plus walkthroughs of every dashboard feature and weekly market commentary. Subscribe early — channel link goes live with episode 1.
Read · Subscribe · Support
Two newsletters, one open-source promise
Substack is free deep-research I run through ChatGPT. Patreon is hand-written analysis with extra benefits for members. Everything in the GitHub repos stays free forever.
Substack
Free deep-research reports — copied straight from my ChatGPT investigations on macro, single stocks and strategy ideas. The tokens are already spent, you might as well read them.
hevangel.substack.com →Patreon
Hand-written, in-depth investment analysis. Membership tiers also unlock answered questions, custom feature requests on the open-source repos, and access to my hosted version of the tools.
patreon.com/hevangel →Stay in touch
Questions, ideas, bug reports? Open an issue on GitHub or drop me an email. Check each repository for its license; donations are entirely optional and very appreciated.