Open-source investing engines
Bring your data. Choose a calculation. Build the tool you need around it. Our reusable TypeScript modules make the inputs, methods and limits visible.
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| Holding | Weight |
|---|---|
| Technology | 39.3% |
| SAP SE | 14.2% |
| Apple Inc. | 9.0% |
| NVIDIA Corporation | 3.0% |
| Microsoft Corporation | 1.9% |
| Broadcom Inc. | 1.1% |
| Micron Technology, Inc. | 0.7% |
| Taiwan Semiconductor Manufacturing Company Limited | 0.7% |
| Advanced Micro Devices, Inc. | 0.5% |
| u-blox Holding AG | 0.4% |
| SK hynix Inc. | 0.3% |
| Intel Corporation | 0.3% |
| Applied Materials, Inc. | 0.3% |
| + 453 further holdings | |
| Financials | 10.1% |
| JPMorgan Chase & Co. | 0.5% |
| Berkshire Hathaway Inc. | 0.5% |
| Visa Inc. | 0.4% |
| Mastercard Incorporated | 0.3% |
| Bank of America Corporation | 0.3% |
| HSBC Holdings plc | 0.2% |
| Royal Bank of Canada | 0.2% |
| Wells Fargo & Company | 0.2% |
| The Goldman Sachs Group, Inc. | 0.2% |
| Morgan Stanley | 0.2% |
| Mitsubishi UFJ Financial Group, Inc. | 0.2% |
| The Toronto-Dominion Bank | 0.1% |
| + 602 further holdings | |
| Industrials | 7.1% |
| Lam Research Corp. R | 0.3% |
| Caterpillar Inc. | 0.3% |
| General Electric Company | 0.2% |
| RTX Corporation | 0.2% |
| Siemens AG | 0.2% |
| Schneider Electric S.E. | 0.1% |
| Eaton Corp. Plc | 0.1% |
| ABB Ltd | 0.1% |
| The Boeing Company | 0.1% |
| Rolls-Royce Holdings plc | 0.1% |
| Union Pacific Corporation | 0.1% |
| Deere & Company | 0.1% |
| + 655 further holdings | |
| Consumer discretionary | 6.1% |
| Amazon.com, Inc. | 1.6% |
| Tesla, Inc. | 0.7% |
| Samsonite Group S.A. | 0.4% |
| Walmart Inc. | 0.3% |
| The Home Depot, Inc. | 0.2% |
| McDonald's Corporation | 0.1% |
| Toyota Motor Corp | 0.1% |
| Walt Disney Company | 0.1% |
| The TJX Companies, Inc. | 0.1% |
| Booking Holdings Inc. | 0.1% |
| LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 0.1% |
| Alibaba Group Holding Limited | 0.1% |
| + 384 further holdings | |
| Healthcare | 5.4% |
| Eli Lilly and Company | 0.6% |
| Johnson & Johnson | 0.4% |
| AbbVie Inc. | 0.3% |
| UnitedHealth Group Incorporated | 0.2% |
| Merck & Co., Inc. | 0.2% |
| Novartis AG | 0.2% |
| Roche Holding AG | 0.2% |
| AstraZeneca PLC | 0.2% |
| Amgen Inc. | 0.1% |
| Thermo Fisher Scientific Inc. | 0.1% |
| Abbott Laboratories | 0.1% |
| Gilead Sciences, Inc. | 0.1% |
| + 283 further holdings | |
| Communication | 4.7% |
| Alphabet Inc. | 1.3% |
| Alphabet Inc. | 1.1% |
| Meta Platforms, Inc. | 0.8% |
| Netflix, Inc. | 0.2% |
| Tencent Holdings Limited | 0.1% |
| Verizon Communications Inc. | 0.1% |
| AT&T Inc. | 0.1% |
| SoftBank Group Corp. | 0.1% |
| Comcast Corporation | 0.1% |
| T-Mobile US, Inc. | 0.1% |
| Spotify Technology S.A. | 0.1% |
| DoorDash, Inc. | < 0.1% |
| + 142 further holdings | |
| Consumer staples | 2.8% |
| Costco Wholesale Corporation | 0.3% |
| Procter & Gamble Company | 0.2% |
| The Coca-Cola Company | 0.2% |
| Philip Morris International Inc. | 0.2% |
| Nestlé S.A. | 0.2% |
| PepsiCo, Inc. | 0.1% |
| British American Tobacco p.l.c. | 0.1% |
| Unilever PLC | 0.1% |
| Altria Group, Inc. | 0.1% |
| L'Oréal S.A. | 0.1% |
| Deutsche Telekom AG | 0.1% |
| Anheuser-Busch InBev SA/NV | 0.1% |
| + 247 further holdings | |
| Materials | 2.2% |
| Linde plc | 0.2% |
| BHP Group Limited | 0.1% |
| L'Air Liquide S.A. | 0.1% |
| Newmont Corporation | 0.1% |
| Rio Tinto Group | 0.1% |
| Freeport-McMoRan Inc. | 0.1% |
| The Sherwin-Williams Company | 0.1% |
| Agnico Eagle Mines Limited | 0.1% |
| Shin-Etsu Chemical Co., Ltd. | 0.1% |
| CRH plc | < 0.1% |
| Glencore plc | < 0.1% |
| Ecolab Inc. | < 0.1% |
| + 351 further holdings | |
| Energy | 1.9% |
| Chevron Corporation | 0.2% |
| Shell plc | 0.2% |
| TotalEnergies SE | 0.1% |
| ConocoPhillips | 0.1% |
| Enbridge Inc. | 0.1% |
| BP p.l.c. | 0.1% |
| The Williams Companies, Inc. | 0.1% |
| Canadian Natural Resources Limited | 0.1% |
| Valero Energy Corporation | 0.1% |
| Marathon Petroleum Corporation | 0.1% |
| EOG Resources, Inc. | 0.1% |
| Schlumberger Limited | 0.1% |
| + 120 further holdings | |
| Utilities | 1.7% |
| GE Vernova Inc. | 0.2% |
| NextEra Energy, Inc. | 0.1% |
| Iberdrola, S.A. | 0.1% |
| Southern Company | 0.1% |
| Duke Energy Corporation | 0.1% |
| Enel S.p.A. | 0.1% |
| National Grid plc | 0.1% |
| Constellation Energy Corporation | 0.1% |
| American Electric Power Co Inc | < 0.1% |
| Engie S.A. | < 0.1% |
| Dominion Energy, Inc. | < 0.1% |
| Sempra | < 0.1% |
| + 170 further holdings | |
| Real estate | 1.0% |
| Welltower Inc. | 0.1% |
| Idorsia Ltd | 0.1% |
| Equinix, Inc. | 0.1% |
| Simon Property Group, Inc. | 0.1% |
| Digital Realty Trust, Inc. | < 0.1% |
| Realty Income Corporation | < 0.1% |
| Public Storage | < 0.1% |
| Goodman Group | < 0.1% |
| Ventas, Inc. | < 0.1% |
| CBRE Group, Inc. | < 0.1% |
| Iron Mountain Incorporated | < 0.1% |
| Crown Castle Inc. | < 0.1% |
| + 152 further holdings | |
| Unknown (looked through) | 0.4% |
| + 2 further holdings |
The collection
Each module takes supplied inputs and returns calculations with explicit assumptions. Your application owns the data, interface and storage.
@investboard/stress-test · v0.1.0Explore how a portfolio responds to a historical crisis scenario.
@investboard/rebalancing · v0.4.1Compare ways to move an allocation toward your declared targets.
@investboard/performance · v0.3.0Explain recorded returns and the positions that contributed to them.
@investboard/goal-planning · v0.1.0See which goal contributions and dated obligations available cash can fund.
Documentation in English
From source to your own tool
Use Node 22 or newer and pnpm 9.15.0. The repository is the source distribution; these modules are not published to npm.
Open the runnable guideDownload the code and install its locked dependencies.
The repository guide runs all four modules and replays their original inputs.
Follow the package guide to build and pack the module. Keep its input conventions and limits explicit.
The published modules are Apache-2.0 licensed. The hosted Investboard platform, proprietary data feeds, account connections and Premium service are separate. Calculating supplied inputs needs no account connection. These modules are separate from AI Toolkit skills and MCP.
Catalog reviewed November 10, 2026 · Source snapshot 934f089
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