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2a998a5a41
* remerge into main ? * tests again * change the example csv * squash all the bugs * Improve `add` interface * Add warning on loading portfolio with no cash * left a rogue print * oopsie. hugo * oopsie. hugo * Add back a new `al` function + port name * test Co-authored-by: Colin Delahunty <72827203+colin99d@users.noreply.github.com>
1.4 KiB
Vendored
1.4 KiB
Vendored
usage: build [-s START] [-t TICKERS] [-c CLASSES] [-w WEIGHTS] [-a AMOUNT] [-h]
Build portfolio from list of tickers and weights
optional arguments:
-s START, --start START
Start date. (default: 2021-01-04)
-t TICKERS, --tickers TICKERS
List of symbols separated by commas (i.e AAPL,BTC,DOGE,SPY....) (default: None)
-c CLASSES, --class CLASSES
Asset class (stock, crypto, etf), separated by commas. (default: None)
-w WEIGHTS, --weights WEIGHTS
List of weights, separated by comma (default: None)
-a AMOUNT, --amount AMOUNT
Amount to allocate initially. (default: 100000)
-h, --help show this help message (default: False)
The method of listing trades has resulted in some confusion, so this method is meant to just give portfolio statistics for a custom assortment of tickers and weights. The drawback is that this assumes everything is bought on the same day at 'the closing price'.
An example of a build is below. This assumes that $100,000 dollars was invested on Jan 5 2018, 50% allocated to AAPL, and then 25% to bitcoin and 25% to NFLX.
build -t aapl,btc,nflx -c stock,crypto,stock -w .5,.25,.25 -s 2018-01-05 -a 100_000
Currently the weights should add to 1 (so technically shorting is allowed as long as you have a net weights of 1).