portfolio_toolkit.account.transaction module

class portfolio_toolkit.account.transaction.AccountTransaction(transaction_date: date, transaction_type: str, amount: float, description: str | None = None)[source]

Bases: object

Represents a transaction in an account.

transaction_date: date
transaction_type: str
amount: float
description: str | None = None
to_list() List[dict][source]

Convert a list of AccountTransaction objects to a list of dictionaries.

to_dataframe() DataFrame[source]

Convert the account transactions to a pandas DataFrame.

__init__(transaction_date: date, transaction_type: str, amount: float, description: str | None = None) None