R Observatory: Metrics for portfolio version 0.5-3

Balamuta, James Joseph

doi:10.5281/zenodo.21843040

portfolio

0.5-3Package record

Analysing Equity Portfolios

0packages depend

3.6Kdownloads / year

41.7%test coverage

13/13flavors OK

Overview

About

Maintained by Daniel GerlancCRAN page ↗GitHub ↗Issues ↗

Classes for analysing and implementing equity portfolios, including routines for generating tradelists and calculating exposures to user-specified risk factors.

Install

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

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

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

if (!requireNamespace("pak", quietly = TRUE))
  install.packages("pak", repos = "https://cloud.r-project.org/")
pak::pak("dgerlanc/portfolio")

Development version from dgerlanc/portfolio. Installs pak first if it is not already available.

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-portfolio

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-portfolio

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-portfolio

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: 2.7 min · r-devel-windows-x86_64

Status changes

OK13 OK2026-08-05
NOTE12 OK, 1 NOTE2026-08-01
OK14 OK2026-03-10

Advisories

none known

How this is measured·How advisories are found

Documentation

In release 0.5-3

READMEYes · 9 wordsVignettesYes · 3 · dynamicNEWSNoCitation fileNoWebsitenot declared in DESCRIPTION

Help pages: 15includes a package overview page
Examples that run: 100%8 run in a plain check
Exported functions with examples: 100%
Documented parameters: 100%
Return-value docs: 50%
Help pages citing references: 0%

Also includes 1 demo script (run with demo())

Vignettes (3)

How these are measured

Downloads

3.6K

CRAN downloads in the past year

Rank #11,054 · ~10/day · ~302/mo

Releases R versions

Daily download trend is not available in this view yet.

42730 days

95790 days

3.6K1 year

Compare downloads with other packages →

Also on76 r2u5 autocran156 c2d4u

How downloads are counted

Repository

dgerlanc/portfolio ↗Account: dgerlanc

17Stars

7Forks

0Open issues

0Open PRs

3Releases

20Commits

1Commit identities

rportfolio-constructionfinancerisk-modelling

20 commits · Last activity 2024-08-19 · The default branch showed an older version (0.5-2) than CRAN on 2026-10-18

Responsiveness

How these are sampled

PRs merged (all time): 67%
Median days to close, 50 most recently updated closed issues: not measured
Median days to close, 50 most recently updated closed PRs: 0

Stars over time

2025-09-13 · 172026-07-07 · 17

How these are measured

PracticesBeta

2 development-tooling and community-health practices detected across 1 family in the upstream repository

Checks run against github.com/dgerlanc/portfolio on 2026-10-18.

Continuous integration (2)

GitHub ActionsR CMD check workflow

The R CMD check workflow runs on Linux, macOS and Windows, and on R-devel

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

Dependencies

Declared dependencies

0 external dependencies (excludes base and recommended)

Installing portfolio adds no packages beyond those that come with R.

Depends (5)

R >= 3.0graphicsgridlatticemethods

Imports (4)

grDevicesnlmestatsutils

LinkingTo (0)

none

Suggests (0)

none

Enhances (0)

none

Dependency license breakdown →

Reverse dependencies

0direct

0indirect

Nothing depends on this yet.

How these are counted

Code & Tests

Datasets

People & History

People (4)

Daniel Gerlanc

Author, Maintainer · added in 0.5-2

Jeff Enos

Author

David Kane

Author

Kyle Campbell

Contributor · added in 0.3-0

Maintainer since 0.4-6 (2013), previously Jeff Enos (0.1-0 to 0.4-5)

Listed in earlier versions (1)

with contributions from Daniel Gerlanc

no longer listed · 0.3-0 to 0.5-0

Releases (18)

Pick two releases to compare their code metrics.

R
R 4.6.0 released · 2026-04-24
R
R 4.5.0 released · 2025-04-11
0.5-3Latest
record
2024-08-24 · current release · diff ↗
R
R 4.4.0 released · 2024-04-24
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R 4.3.0 released · 2023-04-21
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R 4.2.0 released · 2022-04-22
0.5-2
record
2021-07-10 · diff ↗
R
R 4.1.0 released · 2021-05-18
unarchivedReturned to CRAN
2020-08-27
archivedRemoved from CRAN
2020-07-15
check problems were not corrected in time
R
R 4.0.0 released · 2020-04-24
0.5-0
record
2020-03-14 · diff ↗
R
R 3.6.0 released · 2019-04-26
R
R 3.5.0 released · 2018-04-23
R
R 3.4.0 released · 2017-04-21
R
R 3.3.0 released · 2016-05-03

Show 32 earlier eventsHide 32 earlier events

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R 3.2.0 released · 2015-04-16
0.4-7
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2015-01-29 · diff ↗
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R 3.1.0 released · 2014-04-10
0.4-6
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2013-07-09 · diff ↗
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R 3.0.0 released · 2013-04-03
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R 2.15.0 released · 2012-03-30
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R 2.14.0 released · 2011-10-31
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R 2.13.0 released · 2011-04-13
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R 2.12.0 released · 2010-10-15
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R 2.11.0 released · 2010-04-22
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R 2.10.0 released · 2009-10-26
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R 2.9.0 released · 2009-04-17
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R 2.8.0 released · 2008-10-20
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R 2.7.0 released · 2008-04-22
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R 2.6.0 released · 2007-10-03
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R 2.5.0 released · 2007-04-24
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2006-10-04 · diff ↗
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R 2.4.0 released · 2006-10-03
0.3-0
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2006-10-02 · diff ↗ ·
added 1 export
map.market
0.2-2
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2006-06-19 · diff ↗
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R 2.3.0 released · 2006-04-24
0.2-1
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2006-04-13 · diff ↗
0.2-0
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2006-01-05 · diff ↗
0.1-0
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2005-11-17
R
R 2.2.0 released · 2005-10-06

Package metadata

First published: 2005-11-17
Total releases: 18 / 21 yrs
License: GPL (>= 2) OSI
Minimum R: ≥ 3.0
Bundled data: 628 KB / 3 files
Download size: 1.6 MB

Cite

Cite this package

Run in R for the authors' preferred citation:

citation("portfolio")

Format

Gerlanc, D., Campbell, K., Enos, J., & Kane, D. (2024). portfolio: Analysing Equity Portfolios (Version 0.5-3) [Computer software]. https://doi.org/10.32614/CRAN.package.portfolio

This package has no citation file, so citation() returns this entry built from DESCRIPTION.

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 portfolio version 0.5-3 [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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