portfolio_toolkit.portfolio.portfolio module

class portfolio_toolkit.portfolio.portfolio.Portfolio(name: str, currency: str, assets: List[portfolio_toolkit.asset.portfolio.portfolio_asset.PortfolioAsset], data_provider: portfolio_toolkit.data_provider.data_provider.DataProvider, account: portfolio_toolkit.account.account.Account, start_date: str)[source]

Bases: object

name: str

currency: str

assets: List[PortfolioAsset]

data_provider: DataProvider

account: Account

start_date: str

classmethod from_dict(data: dict, data_provider: DataProvider) → Portfolio[source]

get_stats(year: str) → PortfolioStats[source]: Returns PortfolioStats for the given year.

get_time_series() → PortfolioTimeSeries[source]: Returns a PortfolioTimeSeries for the given portfolio.

get_open_positions(date: str) → OpenPositionList[source]: Returns OpenPositionList for the given date.

get_closed_positions(from_date: str, to_date: str) → ClosedPositionList[source]: Returns ClosedPositionList for the given date.

__init__(name: str, currency: str, assets: List[PortfolioAsset], data_provider: DataProvider, account: Account, start_date: str) → None