Files
OpenBB/portfolio
montezdesousa 2c3e10a128 Overhaul Portfolio class (#2021)
* adds pythonic portfolio class

* start calculate trades refactoring

* adds comments to portfolio model - delete afterwards

* finish calculate trades refactoring

* restore original portfolio_model.py

* implement calculate_allocations

* adapt and test controller load, show, bench, alloc and perf

* add old code that was ok

* adapt controller

* adapt portfolio_view

* run black on pythonic_portfolio.py

* fix crypto bug

* change column name in example datasets

* substitute portfolio_model.py

* update show command

* push cumulative returns calculation to model

* fix last change in cumulative returns

* add comments on possibly unused code

* run black on changes

* bring metrics from helper to model

* push rolling metrics from view to model

* Details and linting

* Fix tests

* remove empty attribute and rename class

* fix view and controller rf

* change returns calculation method

* remove CASH from code

* remove cash from tickers_list

* run black on changes

* change function name

* adapt to PortfolioModel

* fix tests

* fix tests on help

* fix linting

* call metrics from PortfolioModel

* call drawdown from model

* fix some mypy issues

* fix remaining mypy issues

* fix test

* Fix linting

* Remove unused function

* Small fixes

* Remove old code and adjust summary to simply work

* Update the Excel since CASH is no longer a thing

* Fix tests

* Update the csvs

* Updates to usage of full_shares and more details

* Fix -t flag for perf

Co-authored-by: Jeroen Bouma <jer.bouma@gmail.com>
2022-07-08 17:59:09 +02:00
..
2022-07-08 17:59:09 +02:00
2022-07-07 13:39:29 +02:00