Installation
What Investment Portfolio Manager requires, how to install it, and how to check the install worked.
1. Install
| Module | Depends on | Needed for |
|---|---|---|
| Investment Portfolio Manager (technovision_investment_core) | base, mail, web | everything |
| Investment Portfolio — Egypt (technovision_investment_egx) | core | EGX, EGP defaults, calendar import, Arabic |
| Broker Statement Import & Reconciliation (technovision_investment_import) | core | CSV/XLSX statements, statement reconciliation |
| Investment Accounting Bridge (technovision_investment_accounting) | core, account | journal proposals and draft entries |
| Investment Portfolio & Accounting Suite (technovision_investment_suite) | all of the above | installs everything at once |
The core works without Accounting; the importer works without the accounting bridge. Python requirements (openpyxl, xlsxwriter) are part of Odoo's own requirements. No paid service, live feed or Enterprise module is required.
Tested: Odoo 19.0 Community (see compatibility.md).
8. Languages
Install Arabic (Settings → Languages). The suite ships complete Arabic translations; the interface and PDFs render right-to-left for Arabic users.