R Observatory: Metrics for PMwR version 1.3-0

Balamuta, James Joseph

doi:10.5281/zenodo.21843040

PMwR

1.3-0Package record

Portfolio Management with R

0packages dependsuggested by 1

5.7Kdownloads / year

58.6%test coverage

13/13flavors OK

Overview

About

Maintained by Enrico SchumannCRAN page ↗SourceHut ↗Website ↗

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/.

Changes in 1.3-0

'rc': "geometric" linking methods are no longer documented, and "0-cumulative", "1-cumulative" and "0.5-cumulative" should be used (instead "geometric0", "geometric1" and "geometric0.5"), since these are the terms used in Valtonen (2002). (The old labels still work, though.)
'rc': When benchmark returns or weights are specified and 'method' is not explicitly set, 'method' is set to "attribution". To keep the old behaviour, set 'method' to "contribution".
A short vignette for 'rc' has been added.
'position': the 'btest' method gains arguments "unit" and "prices"

Show all changes in 1.3-0Hide the rest of the changes in 1.3-0

'pl': the print method has been rewritten and improved
various minor changes and documentation updates; several fixes of minor bugs. See the ChangeLog for all details. The manual at https://enricoschumann.net/R/packages/PMwR/manual/PMwR.html has also been updated.

From NEWS in the release

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. We list this channel from recorded r2u download activity rather than from a live index of the repository, so treat it as last known rather than guaranteed.

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). We list this channel from recorded autoCRAN download activity rather than from a live index of the repository, so treat it as last known rather than guaranteed.

Health

CRAN checks

13OK

CRAN check page ↗

Slowest check: 3.7 min · r-release-windows-x86_64

Status changes

OK13 OK2026-10-20
WARNING12 OK, 2 WARNING2026-03-10

Advisories

none known

How this is measured·How advisories are found

Documentation

In release 1.3-0

READMEYes · 268 wordsVignettesYes · 7 · dynamicNEWSYes · 0% structured · mentions 1.3-0Citation fileYes · computed when R runs itWebsiteYes

Help pages: 25 (1 internal)includes a package overview page
Examples that run: 100%22 run in a plain check
Exported functions with examples: 100%
Documented parameters: 99%
Return-value docs: 100%
Help pages citing references: 92%

Vignettes (7)

How these are measured

Downloads

5.7K

CRAN downloads in the past year

Rank #9,302 · ~16/day · ~472/mo

Releases R versions

Daily download trend is not available in this view yet.

48630 days

1K90 days

5.7K1 year

Compare downloads with other packages →

Also on1K r2u6 autocran

How downloads are counted

Repository

git.sr.ht/~enricoschumann/pmwr ↗

Responsiveness

not measured

Stars over time

2025-10-20 · 632025-12-21 · 64

Earlier repositories

github.com/enricoschumann/pmwr · last recorded on 2026-10-18

How these are measured

PracticesBeta

Repository git.sr.ht/~enricoschumann/pmwr is linked, but repository-practices checks have not run for it yet. Checks are GitHub-only for now.

How this is detected·Detection ruleset v3 (2026-09-26)

Dependencies

Declared dependencies

9 external dependencies (excludes base and recommended)

Installing PMwR adds 6 packages (2 with compiled code, 3.0 MB of source tarballs). Heaviest: NMOF 1.9 MB, zoo 675 KB, datetimeutils 173 KB.

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

0direct

0indirect

Suggested by 1

Suggests, most downloaded first

NMOF

How these are counted

Code & Tests

Datasets

People & History

People (1)

Enrico Schumann

Author, Maintainer since 0.10-1 (2018)

Releases (17)

Pick two releases to compare their code metrics.

1.3-0Latest
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2026-10-19 · current release · diff ↗
R
R 4.6.0 released · 2026-04-24
1.2-0
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2025-12-17 · diff ↗
1.1-0
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2025-10-19 · diff ↗
R
R 4.5.0 released · 2025-04-11
1.0-1
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2024-10-20 · diff ↗
0.19-5
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2024-07-21 · diff ↗
R
R 4.4.0 released · 2024-04-24
0.19-3
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2023-10-19 · diff ↗
0.19-1
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2023-06-05 · diff ↗ ·
removed 2 exports
.expand, .tree
R
R 4.3.0 released · 2023-04-21
0.18-0
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2022-10-19 · diff ↗
R
R 4.2.0 released · 2022-04-22
0.17-0
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2021-10-19 · diff ↗
0.16-1
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2021-09-18 · diff ↗
R
R 4.1.0 released · 2021-05-18

Show 10 earlier eventsHide 10 earlier events

0.16-0
record
2021-01-19 · diff ↗
0.15-0
record
2020-10-19 · diff ↗ ·
added 1 export
is_valid_SEDOL
R
R 4.0.0 released · 2020-04-24
0.14-0
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2020-03-11 · diff ↗
0.12-0
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2019-08-26 · diff ↗
0.11-1
record
2019-06-03 · diff ↗
R
R 3.6.0 released · 2019-04-26
0.11-0
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2019-04-01 · diff ↗
0.10-1
record
2018-10-28
R
R 3.5.0 released · 2018-04-23

Package metadata

First published: 2018-10-28
Total releases: 17 / 8 yrs
License: GPL-3 OSI
Minimum R: ≥ 3.5
Bundled data: 6.2 KB / 2 files
Download size: 1.0 MB

Cite

Cite this package

Run in R for the authors' preferred citation:

citation("PMwR")

The package provides a citation file that builds its entry when R runs it. Run citation() to see it.

Cite the R Observatory

For a number measured here: a download total, a coverage figure, an archival date.

Format

APA

Balamuta, J. J. (2026). R Observatory: Metrics for PMwR version 1.3-0 [Data set]. HJJB, LLC. Data release v2026-10-22. https://doi.org/10.5281/zenodo.21843040

From data release v2026-10-22, which the citation names so these numbers can be found later. More on citing and the projects behind them.

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