capon 0.0.1

Capital Market in Python

capon

Capital Market in Python

Author	Version	Demo
Gialdetti

capon is a python package for easily obtain and analyze real-time stock data. Provides stock metadata and features. In addition, it offers simple APIs to track your personal stock portfolios and its updated status.

Installing

Install and update using pip:

$ pip install capon

A simple example

Track your personal stock portfolio with real-time data.

a) Define my holdings

from capon import Portfolio, Lot
my_portfolio = Portfolio([
    Lot('2020-03-20', 'AMZN',   2, 1888.86),
    Lot('2020-03-20', 'TSLA',   8,  451.40),
    Lot('2020-03-23', 'GOOGL',  3, 1037.89),
    Lot('2020-03-23', 'AMC', 1041,    2.88),
    Lot('2020-03-27', 'ZM',    20,  150.29),
])

b) Sync with real-time stock data to find current status.

latest = my_portfolio.status()
display(latest)

total_cost, total_value = latest.sum()[['cost', 'value']]
print(f'Total cost: {total_cost:,.2f}; Market value: {total_value:,.2f}')
print(f'Total gain: {total_value-total_cost:+,.2f} ({total_value/total_cost-1:+,.2%})')

c) Plot it

import plotly.express as px

px.bar(latest.sort_values('gain_pct', ascending=False), 
       x='symbol', y='gain_pct', color='gain_pct', 
       text='gain_pct', hover_data=['gain'],
       color_continuous_scale=px.colors.diverging.PiYG, color_continuous_midpoint=0,
       title='My Holdings')

d). Plot historical data

performance = my_portfolio.performance()
px.line(performance, x='timestamp', y='gain_pct', color='symbol')

Testing

After installation, you can launch the test suite:

$ pytest

Help and Support

Examples

Theme	MyBinder	Colab
My Stock Portfolio Performance