portfolio_toolkit.position.open package

Submodules

• portfolio_toolkit.position.open.list_from_portfolio module
  • get_open_positions()
  • get_asset_open_positions()
• portfolio_toolkit.position.open.open_position module
  • OpenPosition
    • OpenPosition.current_price
    • OpenPosition.sector
    • OpenPosition.country
    • OpenPosition.value
    • OpenPosition.to_list()
    • OpenPosition.to_dataframe()
    • OpenPosition.__init__()
    • OpenPosition.ticker
    • OpenPosition.buy_price
    • OpenPosition.quantity
    • OpenPosition.cost
• portfolio_toolkit.position.open.open_position_list module
  • OpenPositionList
    • OpenPositionList.__init__()
    • OpenPositionList.from_portfolio()
    • OpenPositionList.get_pie_chart_data()
    • OpenPositionList.to_list()
    • OpenPositionList.to_dataframe()
• portfolio_toolkit.position.open.pie_chart_data module
  • get_pie_chart_data()

Module contents

class portfolio_toolkit.position.open.OpenPosition(ticker: str, buy_price: float, quantity: float, current_price: float, sector: str, country: str)

Bases: Position

__init__(ticker: str, buy_price: float, quantity: float, current_price: float, sector: str, country: str) → None

classmethod to_dataframe(positions: List[OpenPosition]) → DataFrame

Convert a list of Position objects to a pandas DataFrame.

classmethod to_list(positions: List[OpenPosition]) → List[dict]

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

current_price: float

sector: str

country: str

value: float

ticker: str

buy_price: float

quantity: float

cost: float

class portfolio_toolkit.position.open.OpenPositionList(positions: List[OpenPosition])

Bases: object

__init__(positions: List[OpenPosition])

classmethod from_portfolio(portfolio: List[PortfolioAsset], date: str) → OpenPositionList

Create OpenPositionList from a portfolio.

get_pie_chart_data(group_by: str = 'Ticker') → PieChartData

to_dataframe() → DataFrame

Convert to a pandas DataFrame.

to_list() → List[dict]

Convert to a list of dictionaries.