README.md

pp_classification

Classification handling in Portfolio Performance. See also:

• Forum Discussion (deutsch)
• Similar PP issue
• etf-classification-pp (github)

Dependencies

• pandas
• matplotlib

Data Sources

• GICS vs. ICB Stock Classification: What's the Difference?

Classifications

ICB

• Wikipedia
• FTSE Russell - Industry Classification Benchmark
  • Codes (Excel File)
  • Structure (Excel File)

GICS

• Wikipedia
• MSCI - The Global Industry Classification Standard
  • GICS structure & sub-industry definitions (Excel File)
  • The site also hosts Excelified translations (e.g in German)

Indexes & Derived Instruments

Indexes

• MSCI
  • Where to get MSCI World Index constituents
  • Equity Index Constituents (msci.com)

ETF Examples

• IE00BK5BQT80 - Vanguard FTSE All-World
  • deutsch
  • eng.
• IE00B4L5YC18 - iShares MSCI EM UCITS ETF USD (Acc)
  • deutsch [CSV]
  • eng. (UK) [CSV]
• IE00B4L5Y983 - iShares Core MSCI World UCITS ETF
  • deutsch [CSV]
  • eng. (UK) [CSV]

It is possible to obtain computer-processable crossovers between different standards, but this is somewhat expensive.