Tools for monitoring my Lifetime ISA portfolio.
Project description
lisatools
Tools for monitoring my Lifetime ISA portfolio.
Installation
$ pip install lisatools
Usage
lisatools
provides classes and functions that help me manage my Lifetime ISA
fund portfolio. For example, I can calculate the trades required to obtain
my target portfolio as in the following snippet:
import lisatools
import datetime
ftse_global = lisatools.Fund(
"FTSE Global All Cap Index Fund",
172.14,
isin="GB00BD3RZ582",
date=datetime.date(2022, 11, 21)
)
gilts = lisatools.Fund(
"U.K. Gilt UCITS ETF (VGOV)",
18.58,
isin="IE00B42WWV65",
date=datetime.date(2022, 11, 21)
)
holding1 = lisatools.Holding(ftse_global, 1.0, 0.6)
holding2 = lisatools.Holding(gilts, 5.0, 0.4)
pf = lisatools.Portfolio([holding1, holding2])
buy, sell = pf.trade_to_target()
print("Buy:\n=====", buy, "\nSell:\n=====", sell, sep = "\n")
A more elaborate example is provided in the /docs/ folder.
License
lisatools
was created by Istvan Kleijn. It is licensed under the terms of the MIT license.
Credits
lisatools
was created with cookiecutter
and the py-pkgs-cookiecutter
template.
Project details
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