portfolio_toolkit.position.closed package

Submodules

Module contents

class portfolio_toolkit.position.closed.ClosedPosition(ticker: str, buy_price: float, quantity: float, buy_date: str, sell_price: float, sell_date: str)[source]

Bases: Position

__init__(ticker: str, buy_price: float, quantity: float, buy_date: str, sell_price: float, sell_date: str) → None

classmethod to_dataframe(positions: List[ClosedPosition]) → DataFrame[source]: Convert a list of Position objects to a pandas DataFrame.

classmethod to_list(positions: List[ClosedPosition]) → List[source]: Convert a list of Position objects to a pandas DataFrame.

buy_date: str

sell_price: float

sell_date: str

value: float

profit: float

return_percentage: float

ticker: str

buy_price: float

quantity: float

cost: float

class portfolio_toolkit.position.closed.ClosedPositionList(positions: List[ClosedPosition])[source]

Bases: object

__init__(positions: List[ClosedPosition])[source]

classmethod from_portfolio(portfolio: List[PortfolioAsset], from_date: str, to_date: str) → ClosedPositionList[source]: Create ClosedPositionList from a portfolio.

get_stats(date: str) → Dict[str, Any][source]

to_dataframe() → DataFrame[source]: Convert to a pandas DataFrame.

to_list() → List[dict][source]: Convert to a list of dictionaries.