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7175d0fa8f
* add mstarpy to new terminal version * add mstarpy to new terminal version * add mstarpy with poetry * mapping country openbb convention and mstarpy iso * empty dataframe if no assets * remove investing command * plot with parameters * change source * mstarpy in pyproject * chnage poetry * change poetry * mstarpy key * reformat with black * spelling instantiated * correct instantiate * delete fo to pass codespell test * correction flake8 test * correction test mypy * correction pylint * pass mypy test * correction test pylint * remove mutable default value * delete equity, comment, add sweden menu * delete not used EXPORT_ONLY_RAW_DATA_ALLOWED * delete not used investpy and yfinance view * mstarpy 0.0.2 * minor changes to user msgs * added countries to autocompletion * hinting * small change on load * adjustments and deprecating investpy * minor adjustment to also load country on reset * removing forecasting as self.data is not popullated * adjustments on sector * minor adjustments * fix tests * fix tests * improved swe functions * plot display Nav * united_states as default country * mstarpy version 0.0.4 * adjustments * dependencies --------- Co-authored-by: James Maslek <jmaslek11@gmail.com> Co-authored-by: Henrique Joaquim <h.joaquim@campus.fct.unl.pt>
114 lines
3.8 KiB
Python
114 lines
3.8 KiB
Python
"""Avanza View"""
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__docformat__ = "numpy"
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import logging
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import pandas as pd
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from openbb_terminal.decorators import log_start_end
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from openbb_terminal.rich_config import console
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from openbb_terminal.helper_funcs import print_rich_table
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from openbb_terminal.mutual_funds import avanza_model
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logger = logging.getLogger(__name__)
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sector_dict = {
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"Industri": "Industry",
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"Konsument, cyklisk": "Consumer goods, cyclical",
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"Finans": "Finance",
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"Konsument, stabil": "Consumer goods, stable",
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"Sjukvård": "Health Care",
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"Teknik": "Technology",
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"Fastigheter": "Real Estate",
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"Råvaror": "Commodities",
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"Kommunikation": "Telecommunication",
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"Allmännyttigt": "Utilities",
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"Energi": "Energy",
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}
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@log_start_end(log=logger)
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def display_allocation(name: str, isin: str, focus: str):
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"""Displays the allocation of the selected swedish fund
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Parameters
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----------
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name: str
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Full name of the fund
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isin: str
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ISIN of the fund
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focus: str
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The focus of the displayed allocation/exposure of the fund
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"""
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# Taken from: https://github.com/northern-64bit/Portfolio-Report-Generator/tree/main
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fund_data = avanza_model.get_data(isin)
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if focus in ["holding", "all"]:
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table_row = []
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console.print("")
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for data in fund_data["holdingChartData"]:
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table_row_temp = []
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table_row_temp.append(data["name"])
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table_row_temp.append(str(data["y"]))
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table_row_temp.append(data["countryCode"])
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table_row.append(table_row_temp)
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header = ["Holding", "Allocation in %", "Country"]
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holding_data = pd.DataFrame(table_row, columns=header)
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print_rich_table(holding_data, title=f"{name}'s Holdings", headers=header)
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if focus in ["sector", "all"]:
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table_row = []
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console.print("")
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for data in fund_data["sectorChartData"]:
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table_row_temp = []
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table_row_temp.append(sector_dict[data["name"]])
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table_row_temp.append(str(data["y"]))
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table_row.append(table_row_temp)
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header = ["Sector", "Allocation in %"]
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sector_data = pd.DataFrame(table_row, columns=header)
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print_rich_table(
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sector_data, title=f"{name}'s Sector Weighting", headers=header
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)
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if focus in ["country", "all"]:
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table_row = []
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console.print("")
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for data in fund_data["countryChartData"]:
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table_row_temp = []
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table_row_temp.append(data["countryCode"])
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table_row_temp.append(str(data["y"]))
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table_row.append(table_row_temp)
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header = ["Country", "Allocation in %"]
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country_data = pd.DataFrame(table_row, columns=header)
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print_rich_table(
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country_data, title=f"{name}'s Country Weighting", headers=header
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)
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@log_start_end(log=logger)
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def display_info(isin: str):
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"""Displays info of swedish funds
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Parameters
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----------
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isin: str
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ISIN of the fund
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"""
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fund_data = avanza_model.get_data(isin)
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text = f"\nSwedish Description:\n\n{fund_data['description']}\n\nThe fund is managed by:\n"
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for manager in fund_data["fundManagers"]:
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text = text + f"\t- {manager['name']} since {manager['startDate']}\n"
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text = (
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text
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+ f"from {fund_data['adminCompany']['name']}.\nFund currency is {fund_data['currency']}"
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f" and it the fund started {fund_data['startDate']}."
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)
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if fund_data["indexFund"]:
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text = text + " It is a index fund."
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else:
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text = text + " It is not a index fund."
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text = (
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text
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+ f" The fund manages {str(fund_data['capital'])} {fund_data['currency']}. The "
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f"standard deviation of the fund is {str(fund_data['standardDeviation'])} and the sharpe "
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f"ratio is {str(fund_data['sharpeRatio'])}.\n"
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)
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console.print(text)
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