capon 0.0.2

Capital Market in Python

capon

Capital Market in Python

Author	Version	Demo
Gialdetti

capon is a python package for easily obtaining and analyzing real-time stock data. It provides extended datasets of stock metadata and features. In addition, it offers simple APIs for tracking your personal stock portfolios and their live status.

Installation

Install latest release version via pip

$ pip install capon

Install latest development version

$ pip install git+https://github.com/gialdetti/capon.git

or

$ git clone https://github.com/gialdetti/capon.git
$ cd capon
$ python setup.py install

A simple example

Get the historical stock price of AMD, and plot it.

import capon

amd = capon.stock('AMD', range='ytd')
amd.plot(x='timestamp', y='adjclose')

My portfolio 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
Market Indexes