portfolio_toolkit.position.closed.get_closed_positions_stats module

portfolio_toolkit.position.closed.get_closed_positions_stats.get_closed_positions_stats(positions: ClosedPositionList, date: str) → Dict[str, Any]

Calculates a summary of closed positions with key metrics.

Parameters:

• positions (List[ClosedPosition]) – List of ClosedPosition objects representing closed positions.

• date (str) – The date for which the positions are calculated.

Returns:

Dictionary containing summary metrics:

• date: Reference date

• total_positions: Total number of positions

• winning_positions: Number of profitable positions

• losing_positions: Number of unprofitable positions

• win_rate: Win rate percentage

• total_profit: Total profit/loss

• best_return: Best return percentage

• best_ticker: Ticker with best performance

• worst_return: Worst return percentage

• worst_ticker: Ticker with worst performance

Return type:

Dict[str, Any]

portfolio_toolkit.position.closed.get_closed_positions_stats.print_closed_positions_summary(positions: ClosedPositionList, date: str) → None

Prints a summary of closed positions with key metrics only.

This function uses get_closed_positions_summary() and formats the output.

Parameters:

• positions (List[ClosedPosition]) – List of ClosedPosition objects representing closed positions.

• date (str) – The date for which the positions are printed.

Returns:

None