Work in progress · Open-source
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.
- 6public repos
- 2in 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.
Now public
More open-source tools
Four more public repos are ready to inspect: two work-in-progress tools, one Chinese-translated finance library, and one English-only investor reading library.
Work in progress · Reference tool
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.
Chinese translation · Open-source
Wyandanch Library
A finance education library translated into Chinese, with a curriculum browser, reading queue and study notes from first principles to quantitative finance.
English only · Investor books
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.
Research pipeline
Pipeline & future work
Reading tools are now public; the remaining future work is the pundit knowledge base and YouTube channel.
Pundit Knowledge Base
Scrape every podcast, newspaper, magazine, Patreon, Substack and YouTube channel I follow. An LLM tracks every prediction. A leaderboard shows who actually helped you make money — and who is reliably wrong.
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.