{"id":19154357,"url":"https://github.com/baloise/employee-benefits","last_synced_at":"2026-02-28T03:42:19.849Z","repository":{"id":70608992,"uuid":"225900008","full_name":"baloise/employee-benefits","owner":"baloise","description":"Interactive and visual portfolio performance of employee benefits such as share-based payment plans","archived":false,"fork":false,"pushed_at":"2019-12-05T21:26:22.000Z","size":443,"stargazers_count":0,"open_issues_count":0,"forks_count":0,"subscribers_count":12,"default_branch":"master","last_synced_at":"2025-02-22T21:27:07.505Z","etag":null,"topics":[],"latest_commit_sha":null,"homepage":null,"language":null,"has_issues":true,"has_wiki":null,"has_pages":null,"mirror_url":null,"source_name":null,"license":"cc-by-4.0","status":null,"scm":"git","pull_requests_enabled":true,"icon_url":"https://github.com/baloise.png","metadata":{"files":{"readme":"README.md","changelog":null,"contributing":"CONTRIBUTING.md","funding":null,"license":"LICENSE.txt","code_of_conduct":"CODE_OF_CONDUCT.md","threat_model":null,"audit":null,"citation":null,"codeowners":"docs/CODEOWNERS","security":null,"support":null,"governance":null,"roadmap":null,"authors":null,"dei":null,"publiccode":null,"codemeta":null}},"created_at":"2019-12-04T15:35:38.000Z","updated_at":"2019-12-05T21:26:24.000Z","dependencies_parsed_at":"2023-03-06T14:15:29.057Z","dependency_job_id":null,"html_url":"https://github.com/baloise/employee-benefits","commit_stats":null,"previous_names":[],"tags_count":0,"template":false,"template_full_name":"baloise/repository-template-nosrc","purl":"pkg:github/baloise/employee-benefits","repository_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/baloise%2Femployee-benefits","tags_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/baloise%2Femployee-benefits/tags","releases_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/baloise%2Femployee-benefits/releases","manifests_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/baloise%2Femployee-benefits/manifests","owner_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners/baloise","download_url":"https://codeload.github.com/baloise/employee-benefits/tar.gz/refs/heads/master","sbom_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories/baloise%2Femployee-benefits/sbom","scorecard":null,"host":{"name":"GitHub","url":"https://github.com","kind":"github","repositories_count":286080680,"owners_count":29924417,"icon_url":"https://github.com/github.png","version":null,"created_at":"2022-05-30T11:31:42.601Z","updated_at":"2026-02-27T19:37:42.220Z","status":"online","status_checked_at":"2026-02-28T02:00:07.010Z","response_time":90,"last_error":null,"robots_txt_status":"success","robots_txt_updated_at":"2025-07-24T06:49:26.215Z","robots_txt_url":"https://github.com/robots.txt","online":true,"can_crawl_api":true,"host_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub","repositories_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repositories","repository_names_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/repository_names","owners_url":"https://repos.ecosyste.ms/api/v1/hosts/GitHub/owners"}},"keywords":[],"created_at":"2024-11-09T08:26:35.485Z","updated_at":"2026-02-28T03:42:19.819Z","avatar_url":"https://github.com/baloise.png","language":null,"funding_links":[],"categories":[],"sub_categories":[],"readme":"# employee incentive plan\n\nReading the plain numbers of an share-based payment plan e.g. within the Baloise Group [financial statements](https://www.baloise.com/en/home/investors/publications/financial-statements.html) and [annual report](https://www.baloise.com/dam/baloise-com/documents/de/publikationen/jahresabschluss/2018/annual-report-baloise-group-2018.pdf) section 18.4 (page 225) can be pretty tough.\n\nHence this repository (visually and interactively) demonstrates some of the potential outcomes of such a plan by using the [open-source](https://en.wikipedia.org/wiki/Open_source) tool [Portfolio Performance](https://www.portfolio-performance.info).\n\n[![IMAGE ALT TEXT HERE](https://img.youtube.com/vi/F0VWJM_B4FI/0.jpg)](https://www.youtube.com/watch?v=F0VWJM_B4FI)\n\n# disclaimer\n\nThe following information are for demonstration purposes only. Yet they are derived from the actual annual report data.\n\n## ⚠️ this is not an investment advice\n\n## 💯 the calcualations do not include any fee or tax calculations / deductions\n\n## 🚧 this project is currently under construction and may change significantly at any point in time\n\n# idea(s)\n\n## 01\n\n### → [example XML for portfolio performance](eip/portfolio-performance.xml)\n\nInvest (as an employee) annually (once a year) into [Baloise Holding AG (BALN.SW)](https://finance.yahoo.com/quote/BALN.SW/profile/).\n\n![](eip/idea/01/00.png)\n\nInvest a [minimum of three years](https://en.wikipedia.org/wiki/Lock-up_period) (in the following example starting in 2015) in a row and use [dividends](https://en.wikipedia.org/wiki/Dividend) and partial share selling to buy new shares each year.\n\n![](eip/idea/01/01.png)\n\n### performance\n\n#### relativ\n![](eip/idea/01/02.png)\n#### absolute\n![](eip/idea/01/03.png)\n\n# data\n\nAll historical data within portfolio performance is taken from Yahoo Finance.\n","project_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fbaloise%2Femployee-benefits","html_url":"https://awesome.ecosyste.ms/projects/github.com%2Fbaloise%2Femployee-benefits","lists_url":"https://awesome.ecosyste.ms/api/v1/projects/github.com%2Fbaloise%2Femployee-benefits/lists"}