A Home Assistant bot capable of moving money and getting bank account stats from Sparebank1 APIs
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Updated
Feb 1, 2026 - Python
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private-banking
Here are 3 public repositories matching this topic...
Python tool for portfolio rebalancing in a wealth management context
python asset-allocation wealth-management portfolio-management investment-management portfolio-rebalancing yfinance client-reporting private-banking trade-list
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Dec 25, 2025 - Python
Brinson–Fachler performance attribution for quarterly client reviews (allocation/selection/interaction) with reconciliation checks and report-ready outputs.
python pandas portfolio-analysis wealth-management private-banking performance-attribution brinson-fachler
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Updated
Jan 9, 2026 - Jupyter Notebook
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