mirror of
https://github.com/OpenBB-finance/OpenBB.git
synced 2026-11-02 23:41:27 +00:00
2c3e10a128
* 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>
459 B
Vendored
459 B
Vendored
| 1 | Date | Ticker | Type | Sector | Industry | Country | Price | Quantity | Fees | Premium | Investment | Side | Currency |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2 | 3/24/2021 | aapl | stock | Technology | Communication Services | United States | 120.7 | 300 | 0 | 0 | 0 | Buy | USD |
| 3 | 3/26/2021 | msft | stock | Technology | Communication Services | United States | 232.8 | 200 | 0 | 0 | 0 | Buy | USD |
| 4 | 5/21/2021 | btc | crypto | Digital Assets | Digital Assets | United States | 37430 | 1 | 0 | 0 | 0 | Buy | USD |
| 5 | 7/2/2021 | aapl | stock | Technology | Communication Services | United States | 139.8 | 300 | 0 | 0 | 0 | Buy | USD |