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.
1 maintainer
Metadata
1 maintainer
Release files for lisatools 0.5.1
For a detailed explanation of source distributions (sdists) and built distributions (wheels), please see the package formats documentation.
Source distribution (sdist)
| File | Size | Uploaded | |
|---|---|---|---|
| lisatools-0.5.1.tar.gz | 11.0 kB | Details |
Built distribution (wheel)
| File | Interpreter | ABI | Platform | Reset |
|---|---|---|---|---|
| lisatools-0.5.1-py3-none-any.whl | Python 3 | none | any | Details |
Total release size: 22.7 kB
Release files / lisatools-0.5.1.tar.gz
| Download URL | lisatools-0.5.1.tar.gz |
|---|---|
| Size | 11.0 kB |
| Tags | Source |
|
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Release files / lisatools-0.5.1-py3-none-any.whl
| Download URL | lisatools-0.5.1-py3-none-any.whl |
|---|---|
| Size | 11.7 kB |
| Tags | Python 3 |
|
SHA-256 checksum How to use checksums |
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